AI Portfolio Summary
In 2025 Q4, ALLEN HOLDING INC /NY maintained a portfolio of 9 distinct positions. The fund also reduced its exposure to PALANTIR TECHNOLOGIE by 5.9%.
Total Positions
9
Quarter
2025 Q4
Top Holding
KO (40.0%)
Top 10 Concentration
100.0%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
1-9 of 9
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
KO
COCA COLA CO
|
Consumer Defensive | 39.98% | 37.56% |
#1
Prev: #1
|
7.0 | no change | no change |
P
S
|
6,000,000 | $419,460,000 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PLTR
PALANTIR TECHNO...
|
Technology | 27.11% | 29.27% |
#2
Prev: #2
|
6.0 | -100,000 | -5.9% |
P
S
|
1,600,000 | $284,400,000 | 2020 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BRK/A
BERKSHIRE HATHA...
|
Financial Services | 22.81% | 23.49% |
#3
Prev: #3
|
5.5 | -13 | -3.9% |
P
S
|
317 | $239,271,600 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
PFE
PFIZER INC
|
Healthcare | 3.61% | 3.65% |
#4
Prev: #4
|
2.9 | no change | no change |
P
S
|
1,519,800 | $37,843,020 | 1999 Q1 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IAC
IAC INC
|
Communication Services | 2.24% | 1.93% |
#5
Prev: #5
|
2.4 | no change | no change |
P
S
|
601,100 | $23,503,010 | 2008 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
AFRM
AFFIRM HLDGS IN...
|
Financial Services | 1.63% | 1.59% |
#6
Prev: #6
|
1.7 | no change | no change |
P
S
|
230,000 | $17,118,900 | 2021 Q3 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
BAC
BANK AMERICA CO...
|
Financial Services | 1.57% | 1.46% |
#7
Prev: #7
|
1.6 | no change | no change |
P
S
|
300,000 | $16,500,000 | 2001 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
JPM
JPMORGAN CHASE ...
|
Financial Services | 0.92% | 0.89% |
#8
Prev: #8
|
1.4 | no change | no change |
P
S
|
30,000 | $9,666,600 | 2000 Q4 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) | |||
|
IBRX
IMMUNITYBIO INC
|
Healthcare | 0.13% | 0.16% |
#9
Prev: #9
|
1.1 | no change | no change |
P
S
|
687,571 | $1,361,391 | 2021 Q2 | 13F Filing | 2025-12-31 | 2026-02-14 (Est.) |
Showing 1-9 of 9 holdings