Allen Holding portfolio
Concentrated managerType not verifiedPortfolio as of Sep 30, 2026 (Q3 2026) · filed with the SEC on Nov 3, 2026 · data updated on Nov 5, 2026 · Q3 2026 13F (filing) ↗ · all its 13F filings ↗
A 13F shows the portfolio at quarter-end and is filed up to 45 days later: these are not real-time positions and they may have changed.
Allen Holding reported a $1.2 bn portfolio of 10 positions to the SEC as of the end of Q3 2026. Its largest positions are KO, PLTR, BRK/A.
Sections with a free account
What changed this quarter
No moves of 0.5 points of the portfolio or more.
The figure on the right: for positions added to or trimmed, the change in the number of shares (%); for new and sold ones, the points of the portfolio moved (pp). Below, the portfolio weight before → after. Traded weight: what it bought or sold, excluding price effects.
Top holdings
- Coca-ColaKO44.9%
- Palantir TechnologiesPLTR24.4%
- Berkshire HathawayBRK/A19.1%
- PfizerPFE5.0%
- PeoplePPLI2.2%
- Bank of AmericaBAC1.4%
- Affirm HoldingsAFRM1.4%
- JPMorgan ChaseJPM0.9%
- ImmunitybioIBRX0.6%
- Aurora InnovationAUR0.2%
“Since”: first quarter of the current run, unbroken until today. In the details, prices are the quarter-end prices of the quarters in which it added shares, per the 13F. The manager may have bought at any price within each quarter; the SEC only publishes the value at quarter end.
Portfolio by sector
- ● Consumer Staples 45%
- ● Information Technology 25%
- ● Financials 23%
- ● Health Care 6%
- ● Communication Services 2%
How its portfolio changed (8 quarters)
Q3 2026: 10
Q3 2026: 100%
Q3 2026: 0.0%
Traded turnover: the weight it bought plus the weight it sold in the quarter, divided by two, excluding price moves. The plain “turnover” in the header does include that effect. With a free account: the full history and sectors over time.
Stakes above 5% (13D/13G)
Companies where this filer reported holding 5% or more of the shares. It is the figure from its latest filing on each one; history since December 2024.
How we classify it
Type not verified. It meets the portfolio criteria of a concentrated manager, but its type is not verified: we found no official document that is enough to say what kind of entity it is. It may be an investment firm, but also an adviser adding up client accounts, a bank or a family vehicle. It counts in the tallies like the rest; keep that in mind when reading it. How the type is assigned
Managers of a similar size
A 13F portfolio value between a third and three times this one, whatever the type of filer. It is not a comparison of what they hold.
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