Filed: 2/10/2025ACC: 0001214659-25-002275
π What this filing means
ALLEN HOLDING INC /NY filed this quarterly 13FβHR report disclosing 14 equity positions with a total reported market value of $911.82M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
14
Positions
$911.82M
Total AUM (reported)
13.83M
Total Shares
Allocation by class
CL A$434.21M47.6%
COM$430.20M47.2%
COM NEW$25.93M2.8%
COM CL A$15.55M1.7%
COMMON STOCK$3.12M0.3%
COM CL A NEW$2.82M0.3%
Portfolio Concentration
Top 3$807.77M88.6%
4β10$95.31M10.5%
11β25$8.74M1.0%
Top 3 weight
88.6%
Top 10 weight
99.0%
Voting Authority Distribution
Total shares with voting rights: 13.83M
Sole
Full voting authority
13.83M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole0
Shared0
Other14
Dominant voting typeSole Β· 100.0% of voting shares
Institutional Holdings14
Rows:
COCA COLA CO
DFNDShares6M
TypeSH
Market value$373.56M
40.97%
Sole
6M
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares360.00
TypeSH
Market value$245.13M
26.88%
Sole
360.00
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
DFNDShares2.50M
TypeSH
Market value$189.07M
20.74%
Sole
2.50M
Shared
0.00
None
0.00
PFIZER INC
DFNDShares1.02M
TypeSH
Market value$27.06M
2.97%
Sole
1.02M
Shared
0.00
None
0.00
IAC INC
DFNDShares601.10K
TypeSH
Market value$25.93M
2.84%
Sole
601.10K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares255.26K
TypeSH
Market value$15.55M
1.70%
Sole
255.26K
Shared
0.00
None
0.00
BANK AMERICA CORP
DFNDShares300K
TypeSH
Market value$13.19M
1.45%
Sole
300K
Shared
0.00
None
0.00
JPMORGAN CHASE & CO.
DFNDShares30K
TypeSH
Market value$7.19M
0.79%
Sole
30K
Shared
0.00
None
0.00
ARGAN INC
DFNDShares24K
TypeSH
Market value$3.29M
0.36%
Sole
24K
Shared
0.00
None
0.00
VIMEO INC
DFNDShares487.05K
TypeSH
Market value$3.12M
0.34%
Sole
487.05K
Shared
0.00
None
0.00
ANGI INC
DFNDShares1.70M
TypeSH
Market value$2.82M
0.31%
Sole
1.70M
Shared
0.00
None
0.00
TRIPADVISOR INC
DFNDShares181.83K
TypeSH
Market value$2.69M
0.29%
Sole
181.83K
Shared
0.00
None
0.00
IMMUNITYBIO INC
DFNDShares687.57K
TypeSH
Market value$1.76M
0.19%
Sole
687.57K
Shared
0.00
None
0.00
MATCH GROUP INC NEW
DFNDShares45K
TypeSH
Market value$1.47M
0.16%
Sole
45K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting β Sole | Shared | None |
|---|---|---|---|---|---|---|---|
COCA COLA CODFND | COM | 6M | SH | $373.56M 40.97% | 6M | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 360.00 | SH | $245.13M 26.88% | 360.00 | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCDFND | CL A | 2.50M | SH | $189.07M 20.74% | 2.50M | 0.00 | 0.00 |
PFIZER INCDFND | COM | 1.02M | SH | $27.06M 2.97% | 1.02M | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 601.10K | SH | $25.93M 2.84% | 601.10K | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 255.26K | SH | $15.55M 1.70% | 255.26K | 0.00 | 0.00 |
BANK AMERICA CORPDFND | COM | 300K | SH | $13.19M 1.45% | 300K | 0.00 | 0.00 |
JPMORGAN CHASE & CO.DFND | COM | 30K | SH | $7.19M 0.79% | 30K | 0.00 | 0.00 |
ARGAN INCDFND | COM | 24K | SH | $3.29M 0.36% | 24K | 0.00 | 0.00 |
VIMEO INCDFND | COMMON STOCK | 487.05K | SH | $3.12M 0.34% | 487.05K | 0.00 | 0.00 |
ANGI INCDFND | COM CL A NEW | 1.70M | SH | $2.82M 0.31% | 1.70M | 0.00 | 0.00 |
TRIPADVISOR INCDFND | COM | 181.83K | SH | $2.69M 0.29% | 181.83K | 0.00 | 0.00 |
IMMUNITYBIO INCDFND | COM | 687.57K | SH | $1.76M 0.19% | 687.57K | 0.00 | 0.00 |
MATCH GROUP INC NEWDFND | COM | 45K | SH | $1.47M 0.16% | 45K | 0.00 | 0.00 |