Allen Operations

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 (SQ) 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