Allen Operations as of June 30, 2020
Portfolio Holdings for Allen Operations
Allen Operations holds 23 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cargurus Com Cl A (CARG) | 18.3 | $36M | 1.4M | 25.35 | |
| Comcast Corp Cl A (CMCSA) | 12.0 | $24M | 605k | 38.98 | |
| Activision Blizzard | 11.4 | $22M | 295k | 75.90 | |
| Workday Cl A (WDAY) | 10.7 | $21M | 112k | 187.36 | |
| Charles Schwab Corporation (SCHW) | 9.8 | $19M | 570k | 33.74 | |
| Mastercard Incorporated Cl A (MA) | 9.6 | $19M | 64k | 295.69 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.6 | $11M | 41.00 | 267292.68 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.3 | $10M | 7.3k | 1413.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.1 | $6.0M | 4.2k | 1418.00 | |
| Uber Technologies (UBER) | 2.4 | $4.6M | 149k | 31.08 | |
| Charter Communications Inc N Cl A (CHTR) | 2.2 | $4.3M | 8.4k | 510.04 | |
| IAC/InterActive | 1.8 | $3.5M | 11k | 323.41 | |
| Svmk Inc ordinary shares | 1.5 | $3.0M | 126k | 23.54 | |
| Coca-Cola Company (KO) | 1.5 | $2.9M | 66k | 44.67 | |
| Expedia Group Com New (EXPE) | 1.0 | $2.0M | 25k | 82.18 | |
| Argan (AGX) | 0.8 | $1.6M | 33k | 47.38 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $1.2M | 6.9k | 178.54 | |
| TransDigm Group Incorporated (TDG) | 0.6 | $1.2M | 2.8k | 442.11 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.6 | $1.2M | 6.9k | 166.11 | |
| Cloudflare Cl A Com (NET) | 0.5 | $959k | 27k | 35.96 | |
| O'reilly Automotive (ORLY) | 0.4 | $826k | 2.0k | 421.86 | |
| Quotient Technology | 0.3 | $535k | 73k | 7.32 | |
| Visa Com Cl A (V) | 0.2 | $380k | 2.0k | 193.29 |
