Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 11, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 33
- +4 vs. Q1 2021
- Portfolio value
- $582.5M
- +$90.3M (+18.3%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $64.4M | 11.0% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,069,453 | $61.0M | 10.5% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 2,096,255 | $55.3M | 9.5% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 711,935 | $47.9M | 8.2% | +416+0.1% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $39.2M | 6.7% | +979,160 | New | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $36.6M | 6.3% | −46,018−8.4% | Reduced | History |
| CHTRCharter Communications, Inc. | CL A | 39,601 | $28.6M | 4.9% | +7,288+22.6% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $28.1M | 4.8% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $26.7M | 4.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $23.9M | 4.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 94,482 | $23.9M | 4.1% | +94,482 | New | History |
| MAMastercard Inc | Stock | 64,056 | $23.4M | 4.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 7,931 | $19.9M | 3.4% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $17.2M | 2.9% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 85,977 | $13.3M | 2.3% | +85,977 | New | History |
| NEXINexImmune, Inc. | COM | 635,934 | $10.4M | 1.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,244 | $10.4M | 1.8% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $8.35M | 1.4% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 150,362 | $7.54M | 1.3% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $6.84M | 1.2% | +139,583 | New | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $6.16M | 1.1% | +176,826 | New | History |
| KOCoca Cola Co | Stock | 65,854 | $3.56M | 0.6% | 00.0% | Unchanged | History |
| MEHCQChrome Holding Co. | CLASS A COM | 273,611 | $3.20M | 0.5% | +273,611 | New | History |
| MNTVMomentive Global Inc. | COM | 126,330 | $2.66M | 0.5% | +126,330 | New | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 68,104 | $2.49M | 0.4% | +68,104 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $1.92M | 0.3% | 00.0% | Unchanged | History |
| MILEMetromile, LLC | COM | 200,079 | $1.83M | 0.3% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $1.79M | 0.3% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 19,666 | $1.77M | 0.3% | +11,506+141.0% | Added | History |
| AGXArgan Inc | Stock | 32,800 | $1.57M | 0.3% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $1.17M | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $1.11M | 0.2% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $460.0K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2021 (4)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| IAC Interactivecorp New44891N109 | COM | 85,977 | $18.6M | 3.8% | – |
| ABNBAirbnb, Inc. | Stock | 98,112 | $18.4M | 3.7% | History |
| SVMK Inc78489X103 | COM | 126,330 | $2.31M | 0.5% | – |
| LHLabcorp Holdings Inc. | COM NEW | 6,929 | $1.77M | 0.4% | History |