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Allen Holding Inc ny 13F annual report

Allen Holding Inc ny is an investment fund managing more than $800 billion ran by Isaac Keschner. There are currently 14 companies in Mr. Keschner’s portfolio. The largest investments include Coca-Cola Co and Berkshire Hathaway, together worth $610 billion.

$800 billion Assets Under Management (AUM)

As of 1st August 2024, Allen Holding Inc ny’s top holding is 6,000,000 shares of Coca-Cola Co currently worth over $382 billion and making up 47.7% of the portfolio value. Relative to the number of outstanding shares of Coca-Cola Co, Allen Holding Inc ny owns more than approximately 0.1% of the company. In addition, the fund holds 373 shares of Berkshire Hathaway worth $228 billion, whose value grew 10.1% in the past six months. The third-largest holding is Palantir Technologies worth $76 billion and the next is Bank America Corp worth $41.8 billion, with 1,050,000 shares owned.

Currently, Allen Holding Inc ny's portfolio is worth at least $800 billion. The total portfolio value may be much higher due to cash assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.

Careers at Allen Holding Inc ny

The Allen Holding Inc ny office and employees reside in New York, New York. According to the last 13-F report filed with the SEC, Isaac Keschner serves as the Vice President at Allen Holding Inc ny.

Recent trades

In the most recent 13F filing, Allen Holding Inc ny revealed that it had increased its stake in Palantir Technologies and bought 250,000 additional shares worth around $7 million. This means they effectively own approximately 0.1% of the company. Palantir Technologies makes up 65.2% of the fund's Technology sector allocation and has grown its share price by 54.5% in the past year.

On the other hand, Isaac Keschner disclosed a decreased stake in IAC Inc by 0.2%. This leaves the value of the investment at $28.2 billion and 578,100 shares.

One of the average hedge funds

The two most similar investment funds to Allen Holding Inc ny are Vista Capital Partners, Inc and Leuthold Group. They manage $800 billion and $799 billion respectively.


Isaac Keschner investment strategy

Allen Holding Inc ny’s portfolio is diversified across 7 sectors. Currently, their heaviest sector is Consumer Staples — making up 47.7% of the total portfolio value. The fund focuses on investments in the United States as 78.6% of the portfolio companies are based in the United States.

The majority of the companies in the fund’s portfolio are large-cap stocks. Stocks with a size of more than $10 billion in market cap make up 36% of the total holdings value. On the other hand, small-cap stocks make up only 7.1% of the portfolio. The average market cap of the portfolio companies is close to $117 billion.

The complete list of Allen Holding Inc ny trades based on 13F SEC filings

These positions were updated on August 8th based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.

Security Shares Owned Value Allocation
Coca-Cola Co
No change
6,000,000
$381,900,000,000 47.72%
Berkshire Hathaway Inc.
No change
373
$228,365,893,000 28.54%
Palantir Technologies Inc.
9.09%
3,000,000
$75,990,000,000 9.50%
Bank America Corp
No change
1,050,000
$41,758,500,000 5.22%
IAC Inc
22.92%
578,100
$28,161,535,000 3.52%
Pfizer Inc.
No change
500,000
$13,990,000,000 1.75%
Affirm Holdings, Inc.
88.14%
30,262
$7,711,465,000 0.96%
JPMorgan Chase & Co.
No change
30,000
$6,067,800,000 0.76%
Immunitybio Inc
No change
687,571
$4,345,449,000 0.54%
Angi Inc
No change
1,700,000
$3,264,000,000 0.41%
TripAdvisor Inc.
No change
181,826
$3,238,321,000 0.40%
Argan, Inc.
No change
31,716
$2,320,343,000 0.29%
Vimeo Inc
No change
487,049
$1,816,692,000 0.23%
Match Group Inc.
No change
45,000
$1,367,100,000 0.17%
No transactions found
Showing first 500 out of 14 holdings

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