Allen Operations as of March 31, 2026
Portfolio Holdings for Allen Operations
Allen Operations holds 35 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 24.6 | $165M | 1.1M | 146.28 | |
| Acuity Brands (AYI) | 14.4 | $96M | 344k | 280.22 | |
| Aurora Innovation Class A Com (AUR) | 6.4 | $43M | 10M | 4.12 | |
| Charles Schwab Corporation (SCHW) | 5.3 | $36M | 380k | 93.98 | |
| Affirm Hldgs Com Cl A (AFRM) | 4.9 | $33M | 721k | 45.82 | |
| Mastercard Incorporated Cl A (MA) | 4.9 | $33M | 66k | 499.66 | |
| Microsoft Corporation (MSFT) | 4.9 | $33M | 88k | 370.17 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.4 | $29M | 41.00 | 718140.00 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.8 | $26M | 670k | 38.42 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.7 | $25M | 85k | 287.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 3.6 | $24M | 83k | 287.56 | |
| Clear Secure Com Cl A (YOU) | 2.7 | $18M | 368k | 48.41 | |
| Exxon Mobil Corporation (XOM) | 2.3 | $15M | 90k | 169.66 | |
| Workday Cl A (WDAY) | 2.2 | $15M | 112k | 129.92 | |
| Joby Aviation Common Stock (JOBY) | 1.9 | $13M | 1.6M | 8.26 | |
| Iac Com New (IAC) | 1.9 | $13M | 320k | 40.03 | |
| Coca-Cola Company (KO) | 1.1 | $7.5M | 99k | 76.05 | |
| Ge Vernova (GEV) | 1.1 | $7.3M | 8.4k | 872.90 | |
| Coupang Cl A (CPNG) | 0.9 | $6.1M | 325k | 18.88 | |
| Amazon (AMZN) | 0.8 | $5.1M | 24k | 208.27 | |
| Meta Platforms Cl A (META) | 0.6 | $3.9M | 6.8k | 572.13 | |
| UnitedHealth (UNH) | 0.6 | $3.7M | 14k | 270.59 | |
| Visa Com Cl A (V) | 0.5 | $3.5M | 12k | 302.24 | |
| Tempus Ai Cl A (TEM) | 0.5 | $3.5M | 77k | 45.22 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.3M | 6.9k | 479.20 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $3.2M | 2.8k | 1158.96 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $1.6M | 181k | 9.02 | |
| Angi Cl A New (ANGI) | 0.2 | $1.1M | 168k | 6.85 | |
| Samsara Com Cl A (IOT) | 0.2 | $1.1M | 36k | 31.69 | |
| 1stdibs (DIBS) | 0.1 | $973k | 177k | 5.50 | |
| Astera Labs (ALAB) | 0.1 | $671k | 6.1k | 109.60 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $668k | 218k | 3.07 | |
| Blend Labs Cl A (BLND) | 0.1 | $586k | 345k | 1.70 | |
| Figma Class A Com Stk (FIG) | 0.1 | $414k | 20k | 21.14 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $380k | 62k | 6.13 |
