StockDriftsStockDriftsTop 10 Allen Holding INC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| KO | COCA COLA CO | 48.1% | 6.00M | $487.6M | +0.00%(+0) | $26.52(+230.35%) | 2026-06-30 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 21.72% | 294 | $220.2M | -0.68%(-2) | $116181.20(+543.31%) | 2026-06-30 | |
| PLTR | PALANTIR TECHNOLOGIES INC | 17.26% | 1.50M | $175.0M | +0.00%(+0) | $18.56(+836.78%) | 2026-06-30 | |
| PFE | PFIZER INC | 4.75% | 2.00M | $48.2M | +0.00%(+0) | $28.31(-5.35%) | 2026-06-30 | |
| IAC | PEOPLE INC | 2.74% | 601.1K | $27.7M | +0.00%(+0) | $45.69(-11.17%) | 2026-06-30 | |
| AFRM | AFFIRM HLDGS INC | 1.85% | 230.0K | $18.8M | +0.00%(+0) | $33.06(+127.31%) | 2026-06-30 | |
| BAC | BANK OF AMER CORP | 1.69% | 300.0K | $17.1M | +0.00%(+0) | $25.49(+155.33%) | 2026-06-30 | |
| JPM | JPMORGAN CHASE & CO | 0.97% | 30.0K | $9.8M | +0.00%(+0) | $41.58(+777.15%) | 2026-06-30 | |
| IBRX | IMMUNITYBIO INC | 0.59% | 687.6K | $6.0M | +0.00%(+0) | $19.01(-58.35%) | 2026-06-30 | |
| AUR | AURORA INNOVATION INC | 0.34% | 500.0K | $3.4M | new | $5.35(+30.65%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +21.08% | +77.51% | +11.60% | +73.13% |
| Top 20 Holdings Unweighted | +43.25% | +193.95% | +10.87% | +67.49% |
Allen Holding INC reports $1.01B in US-listed equity holdings across 10 positions in its most recent 13F filing. Its largest disclosed positions are KO (48.1%), BRK.A (21.7%) and PLTR (17.3%). The top 20 holdings account for 100.01% of reported assets. Its disclosed equity book has returned +77.51% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Allen Holding INC’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 919489). View Allen Holding INC’s 13F filings on SEC