Allen Holding Inc.
In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Allen Holding Inc. reported 10 stock positions worth $1.0 billion. Its top holding was Coca-Cola (KO) at 41.7% of the portfolio, followed by Palantir Technologies Class A (PLTR, 25.5%) and Berkshire Hathaway Class A (BRK.A, 23.6%). Compared with Q1 2025, it sold out of 4 and reduced 3. The biggest sale was an exit from Angi (ANGI).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919489
- Portfolio Value
- $1.0B (Q2 2025)
- SEC Filing
- 0001214659-25-011664 ↗ filed Aug 7, 2025
Holdings Value
Holdings 10 stocks · $1.0B
| KO The Coca-Cola Co. | 41.74% | 6,000,000 | $424.5M | No change |
| PLTR Palantir Technologies Inc. Class A | 25.47% | 1,900,000 | $259.0M | Reduce -5.0% |
| BRK.A Berkshire Hathaway Inc. Class A | 23.65% | 330 | $240.5M | No change |
| PFE Pfizer Inc. | 2.43% | 1,019,800 | $24.7M | No change |
| PPLI People Inc. filed as IAC INC | 2.21% | 601,100 | $22.4M | No change |
| AFRM Affirm Holdings Inc. | 1.74% | 255,262 | $17.6M | Reduce -0.1% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.40% | 300,000 | $14.2M | No change |
| JPM JPMorgan Chase & Co. | 0.86% | 30,000 | $8.7M | No change |
| AGX Argan Inc. | 0.35% | 16,000 | $3.5M | Reduce -33.3% |
| IBRX Immunitybio Inc. | 0.18% | 687,571 | $1.8M | No change |
Portfolio Sells Q1 2025 → Q2 2025
| ANGI Angi Inc. | Sold out | 0.00% | −0.27 |
| TRIP Tripadvisor Inc. | Sold out | 0.00% | −0.27 |
| VMEO Vimeo Inc. | Sold out | 0.00% | −0.27 |
| MTCH Match Group Inc. | Sold out | 0.00% | −0.15 |
| AGX Argan Inc. | Reduce -33.3% | 0.35% | +0.02 |
| AFRM Affirm Holdings Inc. | Reduce -0.1% | 1.74% | +0.55 |
| PLTR Palantir Technologies Inc. Class A | Reduce -5.0% | 25.47% | +7.90 |
Portfolio Buys Q1 2025 → Q2 2025
| None this quarter. | |||
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 |