Allen Operations Llc Portfolio Concentration Analysis: June 30, 2026
This analysis details the significant sector allocations and top holdings of Allen Operations Llc's portfolio as of June 30, 2026.
As of June 30, 2026, Allen Operations Llc's portfolio holds a substantial value of $718 million.
The investor's portfolio demonstrates notable concentration in specific sectors and individual stocks. The largest sector allocation is Technology, accounting for 45.4% ($326 million) of the total portfolio value. Financial Services follows closely with a significant 14.89% allocation ($107 million), while Industrials represent another major chunk at 18.56% ($133 million).
Within Technology, three stocks stand out as top holdings by weight:
- PLTR: PALANTIR TECHNOLOGIES INC makes up the largest position at $131.25 million, representing approximately 18.2% of the portfolio.
- AYI: ACUITY INC holds a significant allocation of about 17.96%, valued at $130 million.
- AUR: AURORA INNOVATION INC is the third largest holding by weight, accounting for roughly 9.81% ($70.8 million).
Allen Operations Llc also maintains substantial exposure in other sectors:
- AFRM: AFFIRM HLDGS INC allocation stands at $58.8 million (sector: Technology).
- SCHW: SCHWAB CHARLES CORP is a key holding in Financial Services, valued at around $35 million.
- MSFT: MICROSOFT CORP allocation is approximately $32.97 million (sector: Technology).
- Allen Operations Llc also holds a significant stake in BERKSHIRE HATHAWAY INC DEL, valued at $30.7 million (symbol: BRK-A).
In the Communication Services sector:
Other sectors include:
- Industrials: MASTERCARD INCORPORATED (MA) at $33.67 million, and CONSUMER CYCLICAL stocks.
- Healthcare, Utilities, Consumer Defensive, and Unknown sectors also contribute to the portfolio mix.
A key point of attention is the stock holding YOU: CLEAR SECURE INC. This position shows a decrease in shares from the previous period, with a change percentage of -13.32% and a corresponding reduction in value.