Allen Operations as of Dec. 31, 2025
Portfolio Holdings for Allen Operations
Allen Operations holds 35 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 25.0 | $200M | 1.1M | 177.75 | |
| Acuity Brands (AYI) | 15.5 | $124M | 344k | 360.04 | |
| Affirm Hldgs Com Cl A (AFRM) | 6.7 | $54M | 721k | 74.43 | |
| Microsoft Corporation (MSFT) | 5.3 | $43M | 88k | 483.62 | |
| Aurora Innovation Class A Com (AUR) | 5.0 | $40M | 10M | 3.84 | |
| Charles Schwab Corporation (SCHW) | 4.8 | $38M | 380k | 99.91 | |
| Mastercard Incorporated Cl A (MA) | 4.7 | $37M | 66k | 570.88 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 4.2 | $33M | 670k | 49.65 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 3.9 | $31M | 41.00 | 754800.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.4 | $27M | 85k | 314.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.3 | $26M | 83k | 313.00 | |
| Workday Cl A (WDAY) | 3.0 | $24M | 112k | 214.78 | |
| Joby Aviation Common Stock (JOBY) | 2.6 | $21M | 1.6M | 13.20 | |
| Clear Secure Com Cl A (YOU) | 2.2 | $17M | 491k | 35.08 | |
| Iac Com New (IAC) | 1.6 | $13M | 320k | 39.10 | |
| Exxon Mobil Corporation (XOM) | 1.4 | $11M | 90k | 120.34 | |
| Coupang Cl A (CPNG) | 1.0 | $7.7M | 325k | 23.59 | |
| Coca-Cola Company (KO) | 0.9 | $6.9M | 99k | 69.91 | |
| Amazon (AMZN) | 0.7 | $5.6M | 24k | 230.82 | |
| Ge Vernova (GEV) | 0.7 | $5.5M | 8.4k | 653.57 | |
| Tempus Ai Cl A (TEM) | 0.6 | $4.5M | 77k | 59.05 | |
| UnitedHealth (UNH) | 0.6 | $4.5M | 14k | 330.11 | |
| Meta Platforms Cl A (META) | 0.6 | $4.5M | 6.8k | 660.09 | |
| Visa Com Cl A (V) | 0.5 | $4.1M | 12k | 350.71 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $3.7M | 2.8k | 1329.85 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.4 | $3.5M | 6.9k | 502.65 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.3 | $2.2M | 168k | 13.40 | |
| Angi Cl A New (ANGI) | 0.3 | $2.2M | 168k | 12.93 | |
| Samsara Com Cl A (IOT) | 0.2 | $1.3M | 66k | 19.34 | |
| 1stdibs (DIBS) | 0.1 | $1.1M | 177k | 5.99 | |
| Blend Labs Cl A (BLND) | 0.1 | $1.0M | 345k | 3.04 | |
| Astera Labs (ALAB) | 0.1 | $1.0M | 6.1k | 166.36 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $890k | 218k | 4.09 | |
| Figma Class A Com Stk (FIG) | 0.1 | $702k | 19k | 37.37 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $515k | 62k | 8.31 |
