Allen Operations as of Dec. 31, 2024
Portfolio Holdings for Allen Operations
Allen Operations holds 30 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 17.5 | $110M | 1.5M | 75.63 | |
| Acuity Brands (AYI) | 16.0 | $101M | 344k | 292.13 | |
| Aurora Innovation Class A Com (AUR) | 10.4 | $65M | 10M | 6.30 | |
| Affirm Hldgs Com Cl A (AFRM) | 7.0 | $44M | 721k | 60.90 | |
| Microsoft Corporation (MSFT) | 5.9 | $37M | 88k | 421.50 | |
| Mastercard Incorporated Cl A (MA) | 5.5 | $35M | 66k | 526.57 | |
| Charles Schwab Corporation (SCHW) | 5.2 | $33M | 440k | 74.01 | |
| Workday Cl A (WDAY) | 4.6 | $29M | 112k | 258.03 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.4 | $28M | 41.00 | 680920.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.3 | $27M | 143k | 190.00 | |
| Kroger (KR) | 3.0 | $19M | 312k | 61.15 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.5 | $16M | 83k | 189.30 | |
| Iac Com New (IAC) | 2.2 | $14M | 320k | 43.14 | |
| Clear Secure Com Cl A (YOU) | 2.1 | $13M | 491k | 26.64 | |
| Joby Aviation Common Stock (JOBY) | 2.0 | $13M | 1.6M | 8.13 | |
| Exxon Mobil Corporation (XOM) | 1.5 | $9.7M | 90k | 107.57 | |
| Coupang Cl A (CPNG) | 1.1 | $7.1M | 325k | 21.98 | |
| Coca-Cola Company (KO) | 1.0 | $6.2M | 165k | 37.40 | |
| Tempus Ai Cl A (TEM) | 0.6 | $3.7M | 110k | 33.76 | |
| Visa Com Cl A (V) | 0.6 | $3.7M | 12k | 316.04 | |
| TransDigm Group Incorporated (TDG) | 0.6 | $3.5M | 2.8k | 1267.28 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.1M | 6.9k | 453.28 | |
| Vimeo Common Stock (VMEO) | 0.3 | $1.8M | 140k | 12.69 | |
| Astera Labs (ALAB) | 0.3 | $1.6M | 12k | 132.45 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.2 | $1.5M | 218k | 6.76 | |
| Blend Labs Cl A (BLND) | 0.2 | $1.5M | 345k | 4.21 | |
| 1stdibs (DIBS) | 0.1 | $626k | 177k | 3.54 | |
| Absci Corp (ABSI) | 0.1 | $619k | 236k | 2.62 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $608k | 62k | 9.82 | |
| Bolt Projs Hldgs | 0.0 | $19k | 40k | 0.48 |
