Allen Operations as of June 30, 2026
Portfolio Holdings for Allen Operations
Allen Operations holds 33 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palantir Technologies Cl A (PLTR) | 18.2 | $131M | 1.1M | 116.67 | |
| Acuity Brands (AYI) | 18.0 | $130M | 344k | 376.66 | |
| Aurora Innovation Class A Com (AUR) | 9.8 | $71M | 10M | 6.82 | |
| Affirm Hldgs Com Cl A (AFRM) | 8.2 | $59M | 721k | 81.55 | |
| Charles Schwab Corporation (SCHW) | 4.9 | $35M | 380k | 92.27 | |
| Mastercard Incorporated Cl A (MA) | 4.7 | $34M | 66k | 513.60 | |
| Microsoft Corporation (MSFT) | 4.6 | $33M | 88k | 373.02 | |
| Berkshire Hathaway Inc Del Cl A (BRK.A) | 4.3 | $31M | 41.00 | 748850.00 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.2 | $30M | 85k | 353.00 | |
| Alphabet Cap Stk Cl A (GOOGL) | 4.1 | $30M | 83k | 357.37 | |
| Ishares Bitcoin Trust Etf Shs Ben Int (IBIT) | 3.1 | $22M | 670k | 33.29 | |
| Clear Secure Com Cl A (YOU) | 2.5 | $18M | 319k | 55.73 | |
| People Com New | 2.0 | $15M | 320k | 46.16 | |
| Joby Aviation Common Stock (JOBY) | 1.9 | $14M | 1.6M | 8.92 | |
| Workday Cl A (WDAY) | 1.9 | $14M | 112k | 122.42 | |
| Ge Vernova (GEV) | 1.4 | $9.9M | 8.4k | 1174.86 | |
| Coca-Cola Company (KO) | 1.1 | $8.1M | 99k | 81.27 | |
| Amazon (AMZN) | 0.8 | $5.8M | 24k | 238.34 | |
| UnitedHealth (UNH) | 0.8 | $5.7M | 14k | 415.63 | |
| Tempus Ai Cl A (TEM) | 0.6 | $4.4M | 77k | 57.93 | |
| Visa Com Cl A (V) | 0.6 | $4.0M | 12k | 343.09 | |
| Meta Platforms Cl A (META) | 0.5 | $3.8M | 6.8k | 563.29 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $3.7M | 2.8k | 1332.04 | |
| Berkshire Hathaway Inc Del Cl B New (BRK.B) | 0.5 | $3.5M | 6.9k | 500.39 | |
| Paramount Skydance Corp Com Cl B (PSKY) | 0.2 | $1.8M | 181k | 9.86 | |
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 0.2 | $1.1M | 6.6k | 170.86 | |
| Angi Cl A New (ANGI) | 0.1 | $998k | 168k | 5.95 | |
| 1stdibs (DIBS) | 0.1 | $866k | 177k | 4.90 | |
| Recursion Pharmaceuticals In Cl A (RXRX) | 0.1 | $799k | 218k | 3.67 | |
| Ginkgo Bioworks Holdings Cl A New (DNA) | 0.1 | $614k | 62k | 9.91 | |
| Blend Labs Cl A (BLND) | 0.1 | $590k | 345k | 1.71 | |
| Figma Class A Com Stk (FIG) | 0.1 | $420k | 23k | 18.09 | |
| Blacksky Technology Cl A New (BKSY) | 0.1 | $367k | 13k | 27.92 |
