Allen Operations as of March 31, 2025
Portfolio Holdings for Allen Operations
Allen Operations holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 16.7 | $101M | 1.2M | 84.40 | |
| Acuity Brands (AYI) | 14.9 | $91M | 344k | 263.35 | |
| Aurora Innovation Class A Com (AUR) | 11.5 | $70M | 10M | 6.72 | |
| Mastercard Incorporated Cl A (MA) | 5.9 | $36M | 66k | 548.12 | |
| Charles Schwab Corporation (SCHW) | 5.7 | $35M | 440k | 78.28 | |
| Microsoft Corporation (MSFT) | 5.5 | $33M | 88k | 375.40 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 5.4 | $33M | 41.00 | 798442.00 | |
| Affirm Hldgs Com Cl A (AFRM) | 5.4 | $33M | 721k | 45.19 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.2 | $31M | 670k | 46.81 | |
| Workday Cl A (WDAY) | 4.3 | $26M | 112k | 233.53 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $25M | 157k | 156.00 | |
| Iac Com New (IAC) | 2.4 | $15M | 320k | 45.94 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.1 | $13M | 83k | 154.64 | |
| Clear Secure Com Cl A (YOU) | 2.1 | $13M | 491k | 25.91 | |
| Exxon Mobil Corporation (XOM) | 1.8 | $11M | 90k | 118.93 | |
| Joby Aviation Common Stock (JOBY) | 1.5 | $9.4M | 1.6M | 6.02 | |
| Coupang Cl A (CPNG) | 1.2 | $7.1M | 325k | 21.93 | |
| Coca-Cola Company (KO) | 1.2 | $7.1M | 99k | 71.62 | |
| Visa Com Cl A (V) | 0.7 | $4.1M | 12k | 350.46 | |
| TransDigm Group Incorporated (TDG) | 0.6 | $3.8M | 2.8k | 1383.29 | |
| Tempus Ai Cl A (TEM) | 0.6 | $3.7M | 77k | 48.24 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.6 | $3.7M | 6.9k | 532.58 | |
| Blend Labs Cl A (BLND) | 0.2 | $1.2M | 345k | 3.35 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.2 | $1.2M | 218k | 5.29 | |
| Vimeo Common Stock (VMEO) | 0.1 | $734k | 140k | 5.26 | |
| Astera Labs (ALAB) | 0.1 | $731k | 12k | 59.67 | |
| Absci Corp (ABSI) | 0.1 | $593k | 236k | 2.51 | |
| 1stdibs (DIBS) | 0.1 | $538k | 177k | 3.04 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $353k | 62k | 5.70 | |
| Bolt Projs Hldgs | 0.0 | $124k | 40k | 3.07 |
