Allen Holding Inc.
In its 13F for Q1 2025 (holdings as of March 31, 2025, filed May 7, 2025), Allen Holding Inc. reported 14 stock positions worth $961.1 million. Its top holding was Coca-Cola (KO) at 44.7% of the portfolio, followed by Berkshire Hathaway Class A (BRK.A, 27.4%) and Palantir Technologies Class A (PLTR, 17.6%). Compared with Q4 2024, it added to 1 and reduced 2. The biggest buy was Affirm (AFRM, shares +0%) and the biggest sale Palantir Technologies Class A (PLTR, shares −20%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919489
- Portfolio Value
- $961.1M (Q1 2025)
- SEC Filing
- 0001214659-25-007065 ↗ filed May 7, 2025
Holdings Value
Holdings 14 stocks · $961.1M
| KO The Coca-Cola Co. | 44.71% | 6,000,000 | $429.7M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 27.42% | 330 | $263.5M | Reduce -8.3% |
| PLTR Palantir Technologies Inc. Class A | 17.56% | 2,000,000 | $168.8M | Reduce -20.0% |
| PPLI People Inc. filed as IAC INC | 2.87% | 601,100 | $27.6M | No change |
| PFE Pfizer Inc. | 2.69% | 1,019,800 | $25.8M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.30% | 300,000 | $12.5M | No change |
| AFRM Affirm Holdings Inc. | 1.18% | 255,512 | $11.4M | Add +0.1% |
| JPM JPMorgan Chase & Co. | 0.77% | 30,000 | $7.4M | No change |
| AGX Argan Inc. | 0.33% | 24,000 | $3.1M | No change |
| ANGI Angi Inc. | 0.27% | 170,000 | $2.6M | No change |
| TRIP Tripadvisor Inc. | 0.27% | 181,826 | $2.6M | No change |
| VMEO Vimeo Inc. | 0.27% | 487,049 | $2.6M | No change |
| IBRX Immunitybio Inc. | 0.22% | 687,571 | $2.1M | No change |
| MTCH Match Group Inc. | 0.15% | 45,000 | $1.4M | No change |
Portfolio Sells Q4 2024 → Q1 2025
Portfolio Buys Q4 2024 → Q1 2025
| AFRM Affirm Holdings Inc. | Add +0.1% | 1.18% | −0.52 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 10 | $1.0B | KO, BRK.A, PLTR, PFE, PPLI |
| Q1 2026 | 9 | $1.0B | KO, PLTR, BRK.A, PFE, PPLI |
| Q4 2025 | 9 | $1.0B | KO, PLTR, BRK.A, PFE, PPLI |
| Q3 2025 | 9 | $1.1B | KO, PLTR, BRK.A, PFE, PPLI |
| Q2 2025 | 10 | $1.0B | KO, PLTR, BRK.A, PFE, PPLI |
| Q1 2025 | 14 | $961.1M | KO, BRK.A, PLTR, PPLI, PFE |
| Q4 2024 | 14 | $911.8M | KO, BRK.A, PLTR, PFE, PPLI |
| Q3 2024 | 14 | $927.1M | KO, BRK.A, PLTR, BAC, PPLI |
| Q2 2024 | 14 | $800.3M | KO, BRK.A, PLTR, BAC, PPLI |
| Q1 2024 | 14 | $794.6M | KO, BRK.A, PLTR, PPLI, BAC |