Allen Operations

Latest statistics and disclosures from Allen Operations's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are CARG, CMCSA, SCHW, ATVI, MA, and represent 61.87% of Allen Operations's stock portfolio.
  • Added to shares of these 5 stocks: CMCSA, UBER, ORLY, GOOG, V.
  • Started 3 new stock positions in V, ORLY, UBER.
  • Reduced shares in these 7 stocks: NEWR (-$22.35M), BA, USFD, , , ENDP, CSLT.
  • Sold out of its positions in AAP, BA, CSLT, FB, NEWR, USFD, ENDP.
  • Allen Operations was a net seller of stock by $19.00M.
  • Allen Operations has $161.40M in assets under management (AUM), dropping by -31.05%.

Portfolio Holdings for Allen Operations

Companies in the Allen Operations portfolio as of the March 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Share Count Change in Shares Price
Cargurus Inc (CARG) 16.66 1.42M 18.94
Comcast Corporation (CMCSA) 12.89 605.25k +26% 34.38
Charles Schwab Corporation (SCHW) 11.86 569.49k 33.62
Activision Blizzard (ATVI) 10.87 294.90k 59.48
MasterCard Incorporated (MA) 9.59 64.06k 241.55
Workday Inc cl a (WDAY) 9.04 111.99k 130.22
Berkshire Hathaway (BRK.A) 6.91 41 272000.00
Alphabet Inc Class C cs (GOOG) 5.28 7.33k +4% 1162.78
Alphabet Inc Class A cs (GOOGL) 3.06 4.24k 1161.88
Uber Technologies Inc Com (UBER) 2.58 149.06k NEW 27.92
Charter Communications Inc New Cl A cl a (CHTR) 2.27 8.41k 436.35
Coca-Cola Company (KO) 1.81 65.85k 44.25
IAC/InterActive (IAC) 1.19 10.75k 179.19
Svmk Inc ordinary shares (SVMK) 1.06 126.33k 13.51
Expedia (EXPE) 0.85 24.47k 56.27
Berkshire Hathaway (BRK.B) 0.78 6.91k 182.88
Argan (AGX) 0.70 32.80k 34.57
Microsoft Corporation (MSFT) 0.65 6.68k 157.71
TransDigm Group Incorporated (TDG) 0.55 2.76k 320.19
Laboratory Corp. of America Holdings (LH) 0.54 6.93k 126.43
O'reilly Automotive Inc (ORLY) 0.36 1.96k NEW 300.82
Quotient Technology (QUOT) 0.29 73.07k 6.50
Visa (V) 0.20 1.97k NEW 161.24

Past Filings by Allen Operations

View past SEC 13F filings by Allen Operations

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