Allen Operations as of March 31, 2013
Portfolio Holdings for Allen Operations
Allen Operations holds 21 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 11.9 | $6.9M | 112k | 61.63 | |
| Berkshire Hathaway (BRK.A) | 11.0 | $6.4M | 41.00 | 156268.29 | |
| Charles Schwab Corporation (SCHW) | 10.9 | $6.4M | 359k | 17.69 | |
| Lowe's Companies (LOW) | 8.9 | $5.2M | 136k | 37.91 | |
| Procter & Gamble Company (PG) | 7.7 | $4.5M | 58k | 77.07 | |
| MasterCard Incorporated (MA) | 6.2 | $3.6M | 6.7k | 541.20 | |
| 6.0 | $3.5M | 4.4k | 794.26 | ||
| Coca-Cola Company (KO) | 4.6 | $2.7M | 66k | 40.44 | |
| First Republic Bank/san F (FRCB) | 4.5 | $2.6M | 68k | 38.62 | |
| Netflix (NFLX) | 4.3 | $2.5M | 13k | 189.31 | |
| Groupon | 3.5 | $2.1M | 337k | 6.12 | |
| Qualcomm (QCOM) | 3.5 | $2.1M | 31k | 66.92 | |
| Xo Group | 3.2 | $1.8M | 184k | 10.00 | |
| Higher One Holdings | 3.1 | $1.8M | 200k | 8.89 | |
| American Express Company (AXP) | 2.5 | $1.5M | 22k | 67.45 | |
| MedAssets | 2.5 | $1.4M | 75k | 19.25 | |
| Argan (AGX) | 2.0 | $1.2M | 80k | 14.91 | |
| Fastenal Company (FAST) | 1.4 | $821k | 16k | 51.31 | |
| IAC/InterActive | 0.8 | $481k | 11k | 44.73 | |
| McDonald's Corporation (MCD) | 0.8 | $459k | 4.6k | 99.78 | |
| Ambassadors | 0.5 | $275k | 64k | 4.30 |
