Allen Operations
Latest statistics and disclosures from Allen Operations's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, AYI, AUR, AFRM, SCHW, and represent 58.97% of Allen Operations's stock portfolio.
- Added to shares of these 3 stocks: SPCX, BKSY, FIG.
- Started 2 new stock positions in SPCX, BKSY.
- Reduced shares in these 5 stocks: , CPNG (-$6.1M), YOU, IOT, ALAB.
- Sold out of its positions in ALAB, CPNG, XOM, IOT.
- Allen Operations was a net seller of stock by $-24M.
- Allen Operations has $722M in assets under management (AUM), dropping by 7.75%.
- Central Index Key (CIK): 0001389544
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Portfolio Holdings for Allen Operations
Allen Operations holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 18.2 | $131M | 1.1M | 116.67 |
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| Acuity Brands (AYI) | 18.0 | $130M | 344k | 376.66 |
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| Aurora Innovation Class A Com (AUR) | 9.8 | $71M | 10M | 6.82 |
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| Affirm Hldgs Com Cl A (AFRM) | 8.2 | $59M | 721k | 81.55 |
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| Charles Schwab Corporation (SCHW) | 4.9 | $35M | 380k | 92.27 |
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| Mastercard Incorporated Cl A (MA) | 4.7 | $34M | 66k | 513.60 |
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| Microsoft Corporation (MSFT) | 4.6 | $33M | 88k | 373.02 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.3 | $31M | 41.00 | 748850.00 |
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| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $30M | 85k | 353.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $30M | 83k | 357.37 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.1 | $22M | 670k | 33.29 |
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| Clear Secure Com Cl A (YOU) | 2.5 | $18M | -13% | 319k | 55.73 |
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| People Com New | 2.0 | $15M | 320k | 46.16 |
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| Joby Aviation Common Stock (JOBY) | 1.9 | $14M | 1.6M | 8.92 |
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| Workday Cl A (WDAY) | 1.9 | $14M | 112k | 122.42 |
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| Ge Vernova (GEV) | 1.4 | $9.9M | 8.4k | 1174.86 |
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| Coca-Cola Company (KO) | 1.1 | $8.1M | 99k | 81.27 |
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| Amazon (AMZN) | 0.8 | $5.8M | 24k | 238.34 |
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| UnitedHealth (UNH) | 0.8 | $5.7M | 14k | 415.63 |
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| Tempus Ai Cl A (TEM) | 0.6 | $4.4M | 77k | 57.93 |
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| Visa Com Cl A (V) | 0.6 | $4.0M | 12k | 343.09 |
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| Meta Platforms Cl A (META) | 0.5 | $3.8M | 6.8k | 563.29 |
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| TransDigm Group Incorporated (TDG) | 0.5 | $3.7M | 2.8k | 1332.04 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.5M | 6.9k | 500.39 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $1.8M | 181k | 9.86 |
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| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $1.1M | NEW | 6.6k | 170.86 |
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| Angi Cl A New (ANGI) | 0.1 | $998k | 168k | 5.95 |
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| 1stdibs (DIBS) | 0.1 | $866k | 177k | 4.90 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $799k | 218k | 3.67 |
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| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $614k | 62k | 9.91 |
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| Blend Labs Cl A (BLND) | 0.1 | $590k | 345k | 1.71 |
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| Figma Class A Com Stk (FIG) | 0.1 | $420k | +18% | 23k | 18.09 |
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| Blacksky Technology Cl A New (BKSY) | 0.1 | $367k | NEW | 13k | 27.92 |
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Past Filings by Allen Operations
SEC 13F filings are viewable for Allen Operations going back to 2011
- Allen Operations 2026 Q2 filed Aug. 5, 2026
- Allen Operations 2026 Q1 filed May 7, 2026
- Allen Operations 2025 Q4 filed Feb. 10, 2026
- Allen Operations 2025 Q3 filed Nov. 6, 2025
- Allen Operations 2025 Q2 filed Aug. 7, 2025
- Allen Operations 2025 Q1 filed May 7, 2025
- Allen Operations 2024 Q4 filed Feb. 10, 2025
- Allen Operations 2024 Q3 filed Nov. 7, 2024
- Allen Operations 2024 Q2 filed Aug. 8, 2024
- Allen Operations 2024 Q1 filed May 7, 2024
- Allen Operations 2023 Q3 filed Nov. 13, 2023
- Allen Operations 2023 Q2 filed Aug. 7, 2023
- Allen Operations 2023 Q1 filed May 9, 2023
- Allen Operations 2022 Q4 filed Feb. 13, 2023
- Allen Operations 2022 Q3 filed Nov. 7, 2022
- Allen Operations 2022 Q2 filed Aug. 8, 2022