Allen Holding Inc.
In its 13F for Q4 2025 (holdings as of December 31, 2025, filed February 10, 2026), Allen Holding Inc. reported 9 stock positions worth $1.0 billion. Its top holding was Coca-Cola (KO) at 40.0% of the portfolio, followed by Palantir Technologies Class A (PLTR, 27.1%) and Berkshire Hathaway Class A (BRK.A, 22.8%). Compared with Q3 2025, it reduced 2. The biggest sale was Palantir Technologies Class A (PLTR, shares −6%).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0000919489
- Portfolio Value
- $1.0B (Q4 2025)
- SEC Filing
- 0001214659-26-001412 ↗ filed Feb 10, 2026
Holdings Value
Holdings 9 stocks · $1.0B
| KO The Coca-Cola Co. | 39.98% | 6,000,000 | $419.5M | No change |
| PLTR Palantir Technologies Inc. Class A | 27.11% | 1,600,000 | $284.4M | Reduce -5.9% |
| BRK.A Berkshire Hathaway Inc. Class A | 22.81% | 317 | $239.3M | Reduce -3.9% |
| PFE Pfizer Inc. | 3.61% | 1,519,800 | $37.8M | No change |
| PPLI People Inc. filed as IAC INC | 2.24% | 601,100 | $23.5M | No change |
| AFRM Affirm Holdings Inc. | 1.63% | 230,000 | $17.1M | No change |
| BAC Bank of America Corp. filed as BANK AMERICA CORP | 1.57% | 300,000 | $16.5M | No change |
| JPM JPMorgan Chase & Co. | 0.92% | 30,000 | $9.7M | No change |
| IBRX Immunitybio Inc. | 0.13% | 687,571 | $1.4M | No change |
Portfolio Sells Q3 2025 → Q4 2025
Portfolio Buys Q3 2025 → Q4 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 |