1y return+6.3%S&P 500 +20.9%
3y return+76.5%S&P 500 +68.5%
5y return+66.8%S&P 500 +74.5%
10y return+180.5%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $281 against $357 in the S&P 500.2
Allen Holding Inc /nyS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| KOCoca Cola Co | $487.6M | 48.1% | |
| BRK/ABerkshire Hathaway Inc Del | $220.2M | 21.7% | |
| PLTRPalantir Technologies Inc | $175.0M | 17.3% | |
| PFEPfizer Inc | $48.2M | 4.8% | |
| PPLIPeople Inc | $27.7M | 2.7% | |
| AFRMAffirm Hldgs Inc | $18.8M | 1.9% | |
| BACBank Of Amer Corp | $17.1M | 1.7% | |
| JPMJpmorgan Chase & Co | $9.8M | 1.0% | |
| IBRXImmunitybio Inc | $6.0M | 0.6% | |
| AURAurora Innovation Inc | $3.4M | 0.3% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| AFRMAffirm Hldgs Inc | June 30, 2023 | +432.0% | $18.8M |
| PLTRPalantir Technologies Inc | December 31, 2020 | +395.4% | $175.0M |
| JPMJpmorgan Chase & Co | June 30, 2020 | +248.0% | $9.8M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $220.2M |
| BACBank Of Amer Corp | September 30, 2020 | +136.5% | $17.1M |
| KOCoca Cola Co | June 30, 2020 | +81.9% | $487.6M |
| PFEPfizer Inc | September 30, 2021 | −44.0% | $48.2M |
| PPLIPeople Inc | June 30, 2021 | −70.1% | $27.7M |
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +0.4% | +14.8% |
| March 31, 2026 | −2.8% | −4.6% |
| December 31, 2025 | +1.6% | +2.4% |
| September 30, 2025 | +7.1% | +7.8% |
| June 30, 2025 | +8.3% | +10.5% |
| March 31, 2025 | +12.7% | −4.6% |
| December 31, 2024 | +4.8% | +2.1% |
| September 30, 2024 | +15.1% | +5.4% |
| June 30, 2024 | +0.8% | +4.0% |
| March 31, 2024 | +9.5% | +10.0% |
| December 31, 2023 | +6.0% | +11.2% |
| September 30, 2023 | −3.7% | −3.6% |
| June 30, 2023 | +5.3% | +8.3% |
| March 31, 2023 | −0.6% | +7.0% |
| December 31, 2022 | +9.8% | +7.1% |
| September 30, 2022 | −9.4% | −5.3% |
| June 30, 2022 | −10.6% | −16.5% |
| March 31, 2022 | +2.2% | −4.9% |
| December 31, 2021 | +5.4% | +10.7% |
| September 30, 2021 | −5.6% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Allen Holding Inc /ny Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=919489&type=13F-HR&dateb=&owner=include&count=40CIK 919489
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/919489/000121465926009630/Filed August 5, 2026 · accession 0001214659-26-009630