Allen Holding Inc.
In its 13F for Q3 2025 (holdings as of September 30, 2025, filed November 6, 2025), Allen Holding Inc. reported 9 stock positions worth $1.1 billion. Its top holding was Coca-Cola (KO) at 37.6% of the portfolio, followed by Palantir Technologies Class A (PLTR, 29.3%) and Berkshire Hathaway Class A (BRK.A, 23.5%). Compared with Q2 2025, it sold out of 1, added to 1 and reduced 2. The biggest buy was Pfizer (PFE, shares +49%) and the biggest sale an exit from Argan (AGX).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919489
- Portfolio Value
- $1.1B (Q3 2025)
- SEC Filing
- 0001214659-25-015983 ↗ filed Nov 6, 2025
Holdings Value
Holdings 9 stocks · $1.1B
| KO The Coca-Cola Co. | 37.56% | 6,000,000 | $397.9M | No change |
| PLTR Palantir Technologies Inc. Class A | 29.27% | 1,700,000 | $310.1M | Reduce -10.5% |
| BRK.A Berkshire Hathaway Inc. Class A | 23.49% | 330 | $248.9M | No change |
| PFE Pfizer Inc. | 3.65% | 1,519,800 | $38.7M | Add +49.0% |
| PPLI People Inc. filed as IAC INC | 1.93% | 601,100 | $20.5M | No change |
| AFRM Affirm Holdings Inc. | 1.59% | 230,000 | $16.8M | Reduce -9.9% |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.46% | 300,000 | $15.5M | No change |
| JPM JPMorgan Chase & Co. | 0.89% | 30,000 | $9.5M | No change |
| IBRX Immunitybio Inc. | 0.16% | 687,571 | $1.7M | No change |
Portfolio Sells Q2 2025 → Q3 2025
Portfolio Buys Q2 2025 → Q3 2025
| PFE Pfizer Inc. | Add +49.0% | 3.65% | +1.22 |
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 |