Allen Operations as of March 31, 2020
Portfolio Holdings for Allen Operations
Allen Operations holds 23 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Cargurus (CARG) | 16.7 | $27M | 1.4M | 18.94 | |
| Comcast Corporation (CMCSA) | 12.9 | $21M | 605k | 34.38 | |
| Charles Schwab Corporation (SCHW) | 11.9 | $19M | 570k | 33.62 | |
| Activision Blizzard | 10.9 | $18M | 295k | 59.48 | |
| MasterCard Incorporated (MA) | 9.6 | $16M | 64k | 241.55 | |
| Workday Inc cl a (WDAY) | 9.0 | $15M | 112k | 130.22 | |
| Berkshire Hathaway (BRK.A) | 6.9 | $11M | 41.00 | 272000.00 | |
| Alphabet Inc Class C cs (GOOG) | 5.3 | $8.5M | 7.3k | 1162.78 | |
| Alphabet Inc Class A cs (GOOGL) | 3.1 | $4.9M | 4.2k | 1161.88 | |
| Uber Technologies (UBER) | 2.6 | $4.2M | 149k | 27.92 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 2.3 | $3.7M | 8.4k | 436.35 | |
| Coca-Cola Company (KO) | 1.8 | $2.9M | 66k | 44.25 | |
| IAC/InterActive | 1.2 | $1.9M | 11k | 179.19 | |
| Svmk Inc ordinary shares | 1.1 | $1.7M | 126k | 13.51 | |
| Expedia (EXPE) | 0.9 | $1.4M | 25k | 56.27 | |
| Berkshire Hathaway (BRK.B) | 0.8 | $1.3M | 6.9k | 182.88 | |
| Argan (AGX) | 0.7 | $1.1M | 33k | 34.57 | |
| Microsoft Corporation (MSFT) | 0.7 | $1.1M | 6.7k | 157.71 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $885k | 2.8k | 320.19 | |
| Laboratory Corp. of America Holdings | 0.5 | $876k | 6.9k | 126.43 | |
| O'reilly Automotive (ORLY) | 0.4 | $589k | 2.0k | 300.82 | |
| Quotient Technology | 0.3 | $475k | 73k | 6.50 | |
| Visa (V) | 0.2 | $317k | 2.0k | 161.24 |
