Allen Operations Llc Portfolio Stock Holdings
According to the SEC 13F filed on August 5, 2026, Allen Operations Llc disclosed 29 stock positions valued at approximately $721.73M as of quarter-end June 30, 2026. The largest holdings include PALANTIR TECHNOLOGIES INC, ACUITY INC, and AURORA INNOVATION INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 29
- Portfolio Value
- $721.73M
Holdings by Sector
Allen Operations Llc Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | PLTR | Technology | 18.19% | 1,125,000 | - | - | $131,253,750 |
| ACUITY INC | AYI | Industrials | 17.96% | 344,100 | - | - | $129,608,706 |
| AURORA INNOVATION INC | AUR | Technology | 9.81% | 10,385,096 | - | - | $70,826,355 |
| AFFIRM HLDGS INC | AFRM | Technology | 8.15% | 721,382 | - | - | $58,828,702 |
| SCHWAB CHARLES CORP | SCHW | Financial Services | 4.86% | 380,215 | - | - | $35,082,438 |
| MASTERCARD INCORPORATED | MA | Financial Services | 4.66% | 65,553 | - | - | $33,668,021 |
| MICROSOFT CORP | MSFT | Technology | 4.57% | 88,383 | - | - | $32,968,627 |
| BERKSHIRE HATHAWAY INC DEL | BRK-A | Financial Services | 4.25% | 41 | - | - | $30,702,850 |
| ALPHABET INC | GOOG | Communication Services | 4.18% | 85,441 | - | - | $30,188,868 |
| ALPHABET INC | GOOGL | Communication Services | 4.13% | 83,380 | - | - | $29,797,511 |
| ISHARES BITCOIN TRUST ETF | IBIT | Other | 3.09% | 670,200 | - | - | $22,310,958 |
| CLEAR SECURE INC | YOU | Technology | 2.46% | 318,965 | -49,000 | -13.32% | $17,775,919 |
| PEOPLE INC | IAC | Communication Services | 2.04% | 319,477 | - | - | $14,747,059 |
| JOBY AVIATION INC | JOBY | Industrials | 1.93% | 1,557,888 | - | - | $13,896,361 |
| WORKDAY INC | WDAY | Technology | 1.90% | 111,992 | - | - | $13,710,061 |
| GE VERNOVA INC | GEV | Utilities | 1.37% | 8,387 | - | - | $9,853,551 |
| COCA COLA CO | KO | Consumer Defensive | 1.12% | 99,054 | - | - | $8,050,119 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 0.81% | 24,420 | - | - | $5,820,263 |
| UNITEDHEALTH GROUP INC | UNH | Healthcare | 0.79% | 13,633 | - | - | $5,666,284 |
| TEMPUS AI INC | TEM | Healthcare | 0.62% | 76,621 | - | - | $4,438,655 |
| VISA INC | V | Financial Services | 0.55% | 11,668 | - | - | $4,003,174 |
| META PLATFORMS INC | META | Communication Services | 0.53% | 6,782 | - | - | $3,820,233 |
| TRANSDIGM GROUP INC | TDG | Industrials | 0.51% | 2,764 | - | - | $3,681,759 |
| BERKSHIRE HATHAWAY INC DEL | BRK-B | Financial Services | 0.48% | 6,906 | - | - | $3,455,693 |
| ANGI INC | ANGI | Communication Services | 0.14% | 167,756 | - | - | $998,148 |
| 1STDIBS COM INC | DIBS | Consumer Cyclical | 0.12% | 176,826 | - | - | $866,447 |
| RECURSION PHARMACEUTICALS IN | RXRX | Healthcare | 0.11% | 217,657 | - | - | $798,801 |
| GINKGO BIOWORKS HOLDINGS INC | DNA | Other | 0.09% | 61,951 | - | - | $613,935 |
| BLEND LABS INC | BLND | Technology | 0.08% | 344,761 | - | - | $589,541 |
Showing 29 of 29 holdings in the latest reporting period.