Allen Operations Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$669.7M
Q ending 2026-03-31
Prior quarter
$799.2M
Q ending 2025-12-31
Change
-16.2% QoQ · +10.2% YoY
Positions
35
reported holdings
Largest positions
All 35 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Palantir Technologies Inc | PLTR | Shares | $164.6M | 1.1M |
| Acuity Inc | AYI | Shares | $96.4M | 344K |
| Aurora Innovation Inc | AUR | Shares | $42.8M | 10.4M |
| Schwab Charles Corp | SCHW | Shares | $35.7M | 380K |
| Affirm Hldgs Inc | AFRM | Shares | $33.1M | 721K |
| Mastercard Incorporated | MA | Shares | $32.8M | 66K |
| Microsoft Corp | MSFT | Shares | $32.7M | 88K |
| Berkshire Hathaway Inc Del | BRK/A | Shares | $29.4M | 41 |
| Ishares Bitcoin Trust Etf | IBIT | Shares | $25.7M | 670K |
| Alphabet Inc | GOOG | Shares | $24.5M | 85K |
| Alphabet Inc | GOOGL | Shares | $24.0M | 83K |
| Clear Secure Inc | YOU | Shares | $17.8M | 368K |
| Exxon Mobil Corp | XOM | Shares | $15.3M | 90K |
| Workday Inc | WDAY | Shares | $14.6M | 112K |
| Joby Aviation Inc | Shares | $12.9M | 1.6M | |
| Iac Inc | PPLI | Shares | $12.8M | 319K |
| Coca Cola Co | KO | Shares | $7.5M | 99K |
| Ge Vernova Inc | GEV | Shares | $7.3M | 8K |
| Coupang Inc | CPNG | Shares | $6.1M | 325K |
| Amazon Com Inc | AMZN | Shares | $5.1M | 24K |
| Meta Platforms Inc | META | Shares | $3.9M | 7K |
| Unitedhealth Group Inc | UNH | Shares | $3.7M | 14K |
| Visa Inc | V | Shares | $3.5M | 12K |
| Tempus Ai Inc | TEM | Shares | $3.5M | 77K |
| Berkshire Hathaway Inc Del | BRK/B | Shares | $3.3M | 7K |
| Transdigm Group Inc | TDG | Shares | $3.2M | 3K |
| Paramount Skydance Corp | PSKY | Shares | $1.6M | 181K |
| Angi Inc | ANGI | Shares | $1.1M | 168K |
| Samsara Inc | IOT | Shares | $1.1M | 36K |
| 1Stdibs Com Inc | DIBS | Shares | $973K | 177K |
| Astera Labs Inc | ALAB | Shares | $671K | 6K |
| Recursion Pharmaceuticals In | RXRX | Shares | $668K | 218K |
| Blend Labs Inc | BLND | Shares | $586K | 345K |
| Figma Inc | FIG | Shares | $414K | 20K |
| Ginkgo Bioworks Holdings Inc | DNA | Shares | $380K | 62K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.