Allen Operations as of Dec. 31, 2020
Portfolio Holdings for Allen Operations
Allen Operations holds 25 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 33.2 | $153M | 6.5M | 23.55 | |
| Cargurus Com Cl A (CARG) | 9.8 | $45M | 1.4M | 31.73 | |
| Comcast Corp Cl A (CMCSA) | 8.2 | $38M | 720k | 52.40 | |
| Charles Schwab Corporation (SCHW) | 6.6 | $30M | 570k | 53.04 | |
| Activision Blizzard | 6.0 | $27M | 295k | 92.85 | |
| Workday Cl A (WDAY) | 5.9 | $27M | 112k | 239.61 | |
| Mastercard Incorporated Cl A (MA) | 5.0 | $23M | 64k | 356.94 | |
| Acuity Brands (AYI) | 3.7 | $17M | 140k | 121.09 | |
| Iac Interactive Ord | 3.5 | $16M | 86k | 189.35 | |
| Airbnb Com Cl A (ABNB) | 3.1 | $14M | 98k | 146.80 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.1 | $14M | 41.00 | 347804.88 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.8 | $13M | 7.3k | 1751.81 | |
| Uber Technologies (UBER) | 1.7 | $7.7M | 150k | 51.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.6 | $7.4M | 4.2k | 1752.59 | |
| Charter Communications Inc N Cl A (CHTR) | 1.2 | $5.6M | 8.4k | 661.60 | |
| Microsoft Corporation (MSFT) | 1.2 | $5.3M | 24k | 222.41 | |
| Coca-Cola Company (KO) | 0.8 | $3.6M | 66k | 54.83 | |
| Svmk Inc ordinary shares | 0.7 | $3.2M | 126k | 25.55 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $1.7M | 2.8k | 619.03 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $1.6M | 6.9k | 231.83 | |
| Argan (AGX) | 0.3 | $1.5M | 33k | 44.48 | |
| Laboratory Corp Amer Hldgs Com New (LH) | 0.3 | $1.4M | 6.9k | 203.49 | |
| Match Group (MTCH) | 0.2 | $1.1M | 7.3k | 151.13 | |
| O'reilly Automotive (ORLY) | 0.2 | $886k | 2.0k | 452.50 | |
| Visa Com Cl A (V) | 0.1 | $430k | 2.0k | 218.72 |
