Allen Operations

Allen Operations as of March 31, 2021

Portfolio Holdings for Allen Operations

Allen Operations holds 29 positions in its portfolio as reported in the March 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Comcast Corp Cl A (CMCSA) 11.8 $58M 1.1M 54.11
Acuity Brands (AYI) 11.5 $57M 344k 165.00
Affirm Hldgs Com Cl A (AFRM) 10.2 $50M 712k 70.72
Palantir Technologies Cl A (PLTR) 9.9 $49M 2.1M 23.29
Charles Schwab Corporation (SCHW) 7.3 $36M 549k 65.18
Workday Cl A (WDAY) 5.7 $28M 112k 248.43
Activision Blizzard 5.6 $27M 295k 93.00
Mastercard Incorporated Cl A (MA) 4.6 $23M 64k 356.05
Microsoft Corporation (MSFT) 4.2 $21M 88k 235.77
Charter Communications Inc N Cl A (CHTR) 4.1 $20M 32k 617.03
Iac Interactive Ord 3.8 $19M 86k 216.31
Airbnb Com Cl A (ABNB) 3.7 $18M 98k 187.94
Alphabet Cap Stk Cl C (GOOG) 3.3 $16M 7.9k 2068.59
Berkshire Hathaway Inc Del Cl A (BRK.A) 3.2 $16M 41.00 385707.32
Neximmune 2.5 $12M 636k 19.08
Alphabet Cap Stk Cl A (GOOGL) 1.8 $8.8M 4.2k 2062.44
Uber Technologies (UBER) 1.7 $8.2M 150k 54.51
Vroom 1.6 $7.8M 200k 38.99
Coca-Cola Company (KO) 0.7 $3.5M 66k 52.71
Svmk Inc ordinary shares 0.5 $2.3M 126k 18.32
Metromile 0.4 $2.1M 200k 10.29
Laboratory Corp Amer Hldgs Com New 0.4 $1.8M 6.9k 255.02
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $1.8M 6.9k 255.43
Argan (AGX) 0.4 $1.8M 33k 53.35
TransDigm Group Incorporated (TDG) 0.3 $1.6M 2.8k 587.92
Match Group (MTCH) 0.2 $1.0M 7.3k 137.41
O'reilly Automotive (ORLY) 0.2 $993k 2.0k 507.15
Roblox Corp Cl A (RBLX) 0.1 $529k 8.2k 64.83
Visa Com Cl A (V) 0.1 $416k 2.0k 211.60