ALLEN HOLDING INC /NY — 13F Holdings & Portfolio
CIK 919489 · latest 13F-HR filed 2026-08-05
ALLEN HOLDING INC /NY manages $1.01B in 13F-reported U.S. long-equity assets across 10 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are KO (48.10%), BRK.A (21.72%), PLTR (17.26%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 1 new position, exited 0, added to 6, and trimmed 2.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
NEW YORK, NY 10022
$1.01B
Long-equity book
10
Distinct positions
2026-06-30
Filed 2026-08-05
+1 / −0 / ↑6 / ↓2
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- COCA COLA CO$31.3M +6.9%
- AFFIRM HLDGS INC$8.2M +78.0%
- PEOPLE INC$3.7M +15.3%
- BANK OF AMER CORP$2.5M +16.9%
- JPMORGAN CHASE & CO$995.1K +11.3%
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | COCA COLA CO | KO | 191216100 | $487.6M | 48.10% | 6,000,000 | SH |
| 2 | BERKSHIRE HATHAWAY INC DEL | BRK.A | 084670108 | $220.2M | 21.72% | 294 | SH |
| 3 | PALANTIR TECHNOLOGIES INC | PLTR | 69608A108 | $175.0M | 17.26% | 1,500,000 | SH |
| 4 | PFIZER INC | PFE | 717081103 | $48.2M | 4.75% | 2,000,000 | SH |
| 5 | PEOPLE INC | PPLI | 44891N208 | $27.7M | 2.74% | 601,100 | SH |
| 6 | AFFIRM HLDGS INC | AFRM | 00827B106 | $18.8M | 1.85% | 230,000 | SH |
| 7 | BANK OF AMER CORP | BAC | 060505104 | $17.1M | 1.69% | 300,000 | SH |
| 8 | JPMORGAN CHASE & CO | JPM | 46625H100 | $9.8M | 0.97% | 30,000 | SH |
| 9 | IMMUNITYBIO INC | IBRX | 45256X103 | $6.0M | 0.59% | 687,571 | SH |
| 10 | AURORA INNOVATION INC | AUR | 051774107 | $3.4M | 0.34% | 500,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-05 | $1.01B | 10 | 0001214659-26-009630 |
| 2026-03-31 | 2026-05-07 | $1.01B | 9 | 0001214659-26-005738 |
| 2025-12-31 | 2026-02-10 | $1.05B | 9 | 0001214659-26-001412 |