Allen Operations as of Dec. 31, 2021
Portfolio Holdings for Allen Operations
Allen Operations holds 40 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Aurora Innovation Class A Com (AUR) | 14.0 | $101M | 9.0M | 11.26 | |
| Acuity Brands (AYI) | 10.1 | $73M | 344k | 211.72 | |
| Affirm Hldgs Com Cl A (AFRM) | 10.1 | $73M | 721k | 100.56 | |
| Comcast Corp Cl A (CMCSA) | 7.5 | $54M | 1.1M | 50.33 | |
| Charles Schwab Corporation (SCHW) | 5.9 | $42M | 503k | 84.10 | |
| Iac Interactivecorp Com New (IAC) | 5.8 | $42M | 320k | 130.71 | |
| Clear Secure Com Cl A (YOU) | 4.3 | $31M | 979k | 31.37 | |
| Workday Cl A (WDAY) | 4.3 | $31M | 112k | 273.18 | |
| Microsoft Corporation (MSFT) | 4.1 | $30M | 88k | 336.32 | |
| Charter Communications Inc N Cl A (CHTR) | 3.6 | $26M | 40k | 651.98 | |
| Palantir Technologies Cl A (PLTR) | 3.4 | $24M | 1.3M | 18.21 | |
| Mastercard Incorporated Cl A (MA) | 3.3 | $24M | 66k | 359.33 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.2 | $23M | 7.9k | 2893.58 | |
| Coinbase Global Com Cl A (COIN) | 2.9 | $21M | 82k | 252.37 | |
| Activision Blizzard | 2.7 | $20M | 295k | 66.53 | |
| Ginkgo Bioworks Holdings Cl A Shs | 2.6 | $19M | 2.2M | 8.31 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 2.6 | $19M | 41.00 | 450658.54 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.7 | $12M | 4.2k | 2897.03 | |
| Joby Aviation Common Stock (JOBY) | 1.6 | $11M | 1.6M | 7.30 | |
| Uber Technologies (UBER) | 0.9 | $6.3M | 150k | 41.93 | |
| Coca-Cola Company (KO) | 0.5 | $3.9M | 66k | 59.21 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.5 | $3.7M | 218k | 17.13 | |
| Nextdoor Holdings Com Cl A (NXDR) | 0.5 | $3.6M | 454k | 7.89 | |
| Neximmune | 0.4 | $2.9M | 636k | 4.61 | |
| Momentive Global | 0.4 | $2.7M | 126k | 21.15 | |
| Blend Labs Cl A (BLND) | 0.4 | $2.5M | 345k | 7.34 | |
| Vimeo Common Stock (VMEO) | 0.3 | $2.5M | 140k | 17.96 | |
| 1stdibs (DIBS) | 0.3 | $2.2M | 177k | 12.51 | |
| Vroom | 0.3 | $2.2M | 200k | 10.79 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.3 | $2.1M | 6.9k | 299.02 | |
| 23andme Holding Class A Com | 0.3 | $1.8M | 274k | 6.66 | |
| Roblox Corp Cl A (RBLX) | 0.2 | $1.8M | 17k | 103.15 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.8M | 2.8k | 636.40 | |
| O'reilly Automotive (ORLY) | 0.2 | $1.4M | 2.0k | 706.33 | |
| Warby Parker Cl A Com (WRBY) | 0.2 | $1.4M | 30k | 46.57 | |
| Argan (AGX) | 0.2 | $1.3M | 33k | 38.69 | |
| Match Group (MTCH) | 0.1 | $963k | 7.3k | 132.19 | |
| Duolingo Cl A Com (DUOL) | 0.1 | $942k | 8.9k | 106.13 | |
| Metromile | 0.1 | $445k | 203k | 2.19 | |
| Visa Com Cl A (V) | 0.1 | $426k | 2.0k | 216.68 |
