Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q1 2021
Holdings as of Mar 31, 2021, filed May 17, 2021. Long positions only.
- Positions
- 29
- No 13F data for Q4 2020
- Portfolio value
- $492.2M
- No 13F data for Q4 2020
Livermore's 13F data starts with Q1 2021, so this quarter has no previous quarter to compare with and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| CMCSAComcast Corp | Stock | 1,069,453 | $57.9M | 11.8% | – | – | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $56.8M | 11.5% | – | – | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 711,519 | $50.3M | 10.2% | – | – | History |
| PLTRPalantir Technologies Inc. | Stock | 2,096,255 | $48.8M | 9.9% | – | – | History |
| SCHWSchwab Charles Corp | Stock | 548,833 | $35.8M | 7.3% | – | – | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $27.8M | 5.7% | – | – | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $27.4M | 5.6% | – | – | History |
| MAMastercard Inc | Stock | 64,056 | $22.8M | 4.6% | – | – | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $20.8M | 4.2% | – | – | History |
| CHTRCharter Communications, Inc. | CL A | 32,313 | $19.9M | 4.1% | – | – | History |
| IAC Interactivecorp New44891N109 | COM | 85,977 | $18.6M | 3.8% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 98,112 | $18.4M | 3.7% | – | – | History |
| GOOGAlphabet Inc. | Stock | 7,931 | $16.4M | 3.3% | – | – | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $15.8M | 3.2% | – | – | History |
| NEXINexImmune, Inc. | COM | 635,934 | $12.1M | 2.5% | – | – | History |
| GOOGLAlphabet Inc. | Stock | 4,244 | $8.75M | 1.8% | – | – | History |
| UBERUber Technologies, Inc | Stock | 150,362 | $8.20M | 1.7% | – | – | History |
| VRMVroom, Inc. | COM | 199,570 | $7.78M | 1.6% | – | – | History |
| KOCoca Cola Co | Stock | 65,854 | $3.47M | 0.7% | – | – | History |
| SVMK Inc78489X103 | COM | 126,330 | $2.31M | 0.5% | – | – | – |
| MILEMetromile, LLC | COM | 200,079 | $2.06M | 0.4% | – | – | History |
| LHLabcorp Holdings Inc. | COM NEW | 6,929 | $1.77M | 0.4% | – | – | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $1.76M | 0.4% | – | – | History |
| AGXArgan Inc | Stock | 32,800 | $1.75M | 0.4% | – | – | History |
| TDGTransDigm Group INC | COM | 2,764 | $1.63M | 0.3% | – | – | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $1.00M | 0.2% | – | – | History |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $993.0K | 0.2% | – | – | History |
| RBLXRoblox Corp | Stock | 8,160 | $529.0K | 0.1% | – | – | History |
| VVisa Inc. | Stock | 1,966 | $416.0K | 0.1% | – | – | History |