Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q4 2021
Holdings as of Dec 31, 2021, filed Feb 10, 2022. Long positions only; changes compare share counts with Q3 2021.
- Positions
- 40
- +3 vs. Q3 2021
- Portfolio value
- $719.7M
- +$73.7M (+11.4%) vs. Q3 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AURAurora Innovation, Inc. | CLASS A COM | 8,967,097 | $101.0M | 14.0% | +8,967,097 | New | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $72.9M | 10.1% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $72.5M | 10.1% | +4,600+0.6% | Added | History |
| CMCSAComcast Corp | Stock | 1,069,453 | $53.8M | 7.5% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $42.3M | 5.9% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $41.8M | 5.8% | +78,500+32.6% | Added | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $30.7M | 4.3% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $30.6M | 4.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $29.7M | 4.1% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 39,601 | $25.8M | 3.6% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,326,255 | $24.2M | 3.4% | −484,000−26.7% | Reduced | History |
| MAMastercard Inc | Stock | 65,553 | $23.6M | 3.3% | +1,497+2.3% | Added | History |
| GOOGAlphabet Inc. | Stock | 7,931 | $22.9M | 3.2% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 82,395 | $20.8M | 2.9% | +213+0.3% | Added | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $19.6M | 2.7% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,248,996 | $18.7M | 2.6% | +65,505+3.0% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $18.5M | 2.6% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,244 | $12.3M | 1.7% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $11.4M | 1.6% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 150,362 | $6.30M | 0.9% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 65,854 | $3.90M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $3.73M | 0.5% | +149,553+219.6% | Added | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 454,063 | $3.58M | 0.5% | +454,063 | New | History |
| NEXINexImmune, Inc. | COM | 635,934 | $2.93M | 0.4% | 00.0% | Unchanged | History |
| MNTVMomentive Global Inc. | COM | 126,330 | $2.67M | 0.4% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,762 | $2.53M | 0.4% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $2.51M | 0.3% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $2.21M | 0.3% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $2.15M | 0.3% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.06M | 0.3% | 00.0% | Unchanged | History |
| MEHCQChrome Holding Co. | CLASS A COM | 273,611 | $1.82M | 0.3% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 17,305 | $1.78M | 0.2% | −27−0.2% | Reduced | History |
| TDGTransDigm Group INC | COM | 2,764 | $1.76M | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $1.38M | 0.2% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 29,460 | $1.37M | 0.2% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.27M | 0.2% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $963.0K | 0.1% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 8,876 | $942.0K | 0.1% | +8,876 | New | History |
| MILEMetromile, LLC | COM | 203,176 | $445.0K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $426.0K | 0.1% | −2,447−55.4% | Reduced | History |