Allen Operations
Latest statistics and disclosures from Allen Operations's latest quarterly 13F-HR filing:
- Top 5 stock holdings are PLTR, AYI, AUR, SCHW, AFRM, and represent 55.63% of Allen Operations's stock portfolio.
- Added to shares of these 2 stocks: PSKY, FIG.
- Reduced shares in these 2 stocks: YOU (-$5.9M), IOT.
- Allen Operations was a net seller of stock by $-6.8M.
- Allen Operations has $670M in assets under management (AUM), dropping by -16.20%.
- Central Index Key (CIK): 0001389544
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Portfolio Holdings for Allen Operations
Allen Operations holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 24.6 | $165M | 1.1M | 146.28 |
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| Acuity Brands (AYI) | 14.4 | $96M | 344k | 280.22 |
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| Aurora Innovation Class A Com (AUR) | 6.4 | $43M | 10M | 4.12 |
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| Charles Schwab Corporation (SCHW) | 5.3 | $36M | 380k | 93.98 |
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| Affirm Hldgs Com Cl A (AFRM) | 4.9 | $33M | 721k | 45.82 |
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| Mastercard Incorporated Cl A (MA) | 4.9 | $33M | 66k | 499.66 |
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| Microsoft Corporation (MSFT) | 4.9 | $33M | 88k | 370.17 |
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| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.4 | $29M | 41.00 | 718140.00 |
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| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.8 | $26M | 670k | 38.42 |
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| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $25M | 85k | 287.00 |
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| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $24M | 83k | 287.56 |
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| Clear Secure Com Cl A (YOU) | 2.7 | $18M | -25% | 368k | 48.41 |
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| Exxon Mobil Corporation (XOM) | 2.3 | $15M | 90k | 169.66 |
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| Workday Cl A (WDAY) | 2.2 | $15M | 112k | 129.92 |
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| Joby Aviation Common Stock (JOBY) | 1.9 | $13M | 1.6M | 8.26 |
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| Iac Com New (IAC) | 1.9 | $13M | 320k | 40.03 |
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| Coca-Cola Company (KO) | 1.1 | $7.5M | 99k | 76.05 |
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| Ge Vernova (GEV) | 1.1 | $7.3M | 8.4k | 872.90 |
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| Coupang Cl A (CPNG) | 0.9 | $6.1M | 325k | 18.88 |
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| Amazon (AMZN) | 0.8 | $5.1M | 24k | 208.27 |
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| Meta Platforms Cl A (META) | 0.6 | $3.9M | 6.8k | 572.13 |
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| UnitedHealth (UNH) | 0.6 | $3.7M | 14k | 270.59 |
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| Visa Com Cl A (V) | 0.5 | $3.5M | 12k | 302.24 |
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| Tempus Ai Cl A (TEM) | 0.5 | $3.5M | 77k | 45.22 |
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| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.3M | 6.9k | 479.20 |
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| TransDigm Group Incorporated (TDG) | 0.5 | $3.2M | 2.8k | 1158.96 |
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| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $1.6M | +7% | 181k | 9.02 |
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| Angi Cl A New (ANGI) | 0.2 | $1.1M | 168k | 6.85 |
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| Samsara Com Cl A (IOT) | 0.2 | $1.1M | -45% | 36k | 31.69 |
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| 1stdibs (DIBS) | 0.1 | $973k | 177k | 5.50 |
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| Astera Labs (ALAB) | 0.1 | $671k | 6.1k | 109.60 |
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| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $668k | 218k | 3.07 |
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| Blend Labs Cl A (BLND) | 0.1 | $586k | 345k | 1.70 |
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| Figma Class A Com Stk (FIG) | 0.1 | $414k | +4% | 20k | 21.14 |
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| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $380k | 62k | 6.13 |
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Past Filings by Allen Operations
SEC 13F filings are viewable for Allen Operations going back to 2011
- 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
- Allen Operations 2022 Q1 filed May 5, 2022