Allen Operations as of June 30, 2025
Portfolio Holdings for Allen Operations
Allen Operations holds 34 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 22.5 | $164M | 1.2M | 136.32 | |
| Acuity Brands (AYI) | 14.1 | $103M | 344k | 298.34 | |
| Aurora Innovation Class A Com (AUR) | 7.5 | $54M | 10M | 5.24 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.9 | $50M | 721k | 69.14 | |
| Microsoft Corporation (MSFT) | 6.0 | $44M | 88k | 497.41 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.6 | $41M | 670k | 61.21 | |
| Charles Schwab Corporation (SCHW) | 5.5 | $40M | 440k | 91.24 | |
| Mastercard Incorporated Cl A (MA) | 5.1 | $37M | 66k | 561.94 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.1 | $30M | 41.00 | 728800.00 | |
| Workday Cl A (WDAY) | 3.7 | $27M | 112k | 240.00 | |
| Joby Aviation Common Stock (JOBY) | 2.3 | $16M | 1.6M | 10.55 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.1 | $15M | 85k | 177.39 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $15M | 83k | 176.23 | |
| Clear Secure Com Cl A (YOU) | 1.9 | $14M | 491k | 27.76 | |
| Iac Com New (IAC) | 1.6 | $12M | 320k | 37.34 | |
| Coupang Cl A (CPNG) | 1.3 | $9.7M | 325k | 29.96 | |
| Exxon Mobil Corporation (XOM) | 1.3 | $9.7M | 90k | 107.80 | |
| Coca-Cola Company (KO) | 1.0 | $7.0M | 99k | 70.75 | |
| Meta Platforms Cl A (META) | 0.7 | $5.0M | 6.8k | 738.09 | |
| Tempus Ai Cl A (TEM) | 0.7 | $4.9M | 77k | 63.54 | |
| Ge Vernova (GEV) | 0.6 | $4.4M | 8.4k | 529.15 | |
| UnitedHealth (UNH) | 0.6 | $4.3M | 14k | 311.97 | |
| TransDigm Group Incorporated (TDG) | 0.6 | $4.2M | 2.8k | 1520.64 | |
| Visa Com Cl A (V) | 0.6 | $4.1M | 12k | 355.05 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.4M | 6.9k | 485.77 | |
| Angi Cl A New (ANGI) | 0.4 | $2.6M | 168k | 15.26 | |
| Blend Labs Cl A (BLND) | 0.2 | $1.1M | 345k | 3.30 | |
| Astera Labs (ALAB) | 0.2 | $1.1M | 12k | 90.42 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.2 | $1.1M | 218k | 5.06 | |
| Samsara Com Cl A (IOT) | 0.1 | $936k | 24k | 39.78 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $697k | 62k | 11.25 | |
| Absci Corp (ABSI) | 0.1 | $607k | 236k | 2.57 | |
| Vimeo Common Stock (VMEO) | 0.1 | $564k | 140k | 4.04 | |
| 1stdibs (DIBS) | 0.1 | $486k | 177k | 2.75 |
