Allen Operations as of Dec. 31, 2017
Portfolio Holdings for Allen Operations
Allen Operations holds 20 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cargurus (CARG) | 58.5 | $170M | 5.7M | 29.98 | |
| Charles Schwab Corporation (SCHW) | 9.9 | $29M | 560k | 51.37 | |
| New Relic | 6.8 | $20M | 340k | 57.77 | |
| Berkshire Hathaway (BRK.A) | 4.2 | $12M | 41.00 | 297609.76 | |
| Workday Inc cl a (WDAY) | 3.9 | $11M | 112k | 101.74 | |
| MasterCard Incorporated (MA) | 3.3 | $9.7M | 64k | 151.37 | |
| First Republic Bank/san F (FRCB) | 2.7 | $7.8M | 90k | 86.64 | |
| Square Inc cl a (XYZ) | 2.5 | $7.4M | 214k | 34.67 | |
| Alphabet Inc Class C cs (GOOG) | 1.6 | $4.5M | 4.3k | 1046.47 | |
| Alphabet Inc Class A cs (GOOGL) | 1.5 | $4.5M | 4.2k | 1053.49 | |
| Coca-Cola Company (KO) | 1.0 | $3.0M | 66k | 45.87 | |
| Expedia (EXPE) | 1.0 | $2.9M | 25k | 119.78 | |
| Okta Inc cl a (OKTA) | 0.9 | $2.5M | 98k | 25.61 | |
| Argan (AGX) | 0.5 | $1.5M | 33k | 45.00 | |
| IAC/InterActive | 0.5 | $1.3M | 11k | 122.28 | |
| salesforce (CRM) | 0.4 | $1.1M | 11k | 102.26 | |
| Quotient Technology | 0.3 | $859k | 73k | 11.76 | |
| Facebook Inc cl a (META) | 0.2 | $639k | 3.6k | 176.32 | |
| Castlight Health | 0.2 | $590k | 157k | 3.75 | |
| Guidewire Software (GWRE) | 0.1 | $221k | 3.0k | 74.19 |
