Allen Operations as of Sept. 30, 2025
Portfolio Holdings for Allen Operations
Allen Operations holds 37 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 26.1 | $219M | 1.2M | 182.42 | |
| Acuity Brands (AYI) | 14.1 | $119M | 344k | 344.39 | |
| Aurora Innovation Class A Com (AUR) | 6.7 | $56M | 10M | 5.39 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.3 | $53M | 721k | 73.08 | |
| Microsoft Corporation (MSFT) | 5.5 | $46M | 88k | 517.95 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 5.2 | $44M | 670k | 65.00 | |
| Mastercard Incorporated Cl A (MA) | 4.5 | $37M | 66k | 568.81 | |
| Charles Schwab Corporation (SCHW) | 4.3 | $36M | 380k | 95.47 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.7 | $31M | 41.00 | 754200.00 | |
| Workday Cl A (WDAY) | 3.2 | $27M | 112k | 240.73 | |
| Joby Aviation Common Stock (JOBY) | 3.0 | $25M | 1.6M | 16.14 | |
| Alphabet Cap Stk Cl C (GOOG) | 2.5 | $21M | 85k | 244.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.4 | $20M | 83k | 243.10 | |
| Clear Secure Com Cl A (YOU) | 2.0 | $16M | 491k | 33.38 | |
| Iac Com New (IAC) | 1.3 | $11M | 320k | 34.07 | |
| Coupang Cl A (CPNG) | 1.2 | $11M | 325k | 32.20 | |
| Exxon Mobil Corporation (XOM) | 1.2 | $10M | 90k | 112.75 | |
| Coca-Cola Company (KO) | 0.8 | $6.6M | 99k | 66.32 | |
| Tempus Ai Cl A (TEM) | 0.7 | $6.2M | 77k | 80.71 | |
| Amazon (AMZN) | 0.6 | $5.4M | 24k | 219.57 | |
| Ge Vernova (GEV) | 0.6 | $5.2M | 8.4k | 614.90 | |
| Meta Platforms Cl A (META) | 0.6 | $5.0M | 6.8k | 734.38 | |
| UnitedHealth (UNH) | 0.6 | $4.7M | 14k | 345.30 | |
| Visa Com Cl A (V) | 0.5 | $4.0M | 12k | 341.38 | |
| TransDigm Group Incorporated (TDG) | 0.4 | $3.6M | 2.8k | 1318.02 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | 6.9k | 502.74 | |
| Angi Cl A New (ANGI) | 0.3 | $2.7M | 168k | 16.26 | |
| Samsara Com Cl A (IOT) | 0.2 | $1.3M | 36k | 37.25 | |
| Blend Labs Cl A (BLND) | 0.2 | $1.3M | 345k | 3.65 | |
| Astera Labs (ALAB) | 0.1 | $1.2M | 6.1k | 195.80 | |
| Vimeo Common Stock (VMEO) | 0.1 | $1.1M | 140k | 7.75 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $1.1M | 218k | 4.88 | |
| Figma Class A Com Stk (FIG) | 0.1 | $974k | 19k | 51.87 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $903k | 62k | 14.58 | |
| Rubrik Cl A (RBRK) | 0.1 | $880k | 11k | 82.25 | |
| Absci Corp (ABSI) | 0.1 | $718k | 236k | 3.04 | |
| 1stdibs (DIBS) | 0.1 | $458k | 177k | 2.59 |
