Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q1 2022
Holdings as of Mar 31, 2022, filed May 5, 2022. Long positions only; changes compare share counts with Q4 2021.
- Positions
- 42
- +2 vs. Q4 2021
- Portfolio value
- $567.7M
- −$152.1M (−21.1%) vs. Q4 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $65.1M | 11.5% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 8,967,097 | $50.1M | 8.8% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,069,453 | $50.1M | 8.8% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $42.4M | 7.5% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $33.4M | 5.9% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $32.0M | 5.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $27.2M | 4.8% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $26.8M | 4.7% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $26.3M | 4.6% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $23.6M | 4.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $23.4M | 4.1% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 7,931 | $22.2M | 3.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $21.7M | 3.8% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 39,601 | $21.6M | 3.8% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,326,255 | $18.2M | 3.2% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 82,395 | $15.6M | 2.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,244 | $11.8M | 2.1% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $10.3M | 1.8% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,248,996 | $9.06M | 1.6% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 150,362 | $5.37M | 0.9% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 65,854 | $4.08M | 0.7% | 00.0% | Unchanged | History |
| NXDRNextdoor Holdings, Inc. | COM CL A | 454,063 | $2.72M | 0.5% | 00.0% | Unchanged | History |
| NEXINexImmune, Inc. | COM | 635,934 | $2.68M | 0.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.44M | 0.4% | 00.0% | Unchanged | History |
| MNTVMomentive Global Inc. | COM | 126,330 | $2.05M | 0.4% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.97M | 0.3% | −10.0% | Reduced | History |
| TDGTransDigm Group INC | COM | 2,764 | $1.80M | 0.3% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $1.66M | 0.3% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.56M | 0.3% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $1.41M | 0.2% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $1.34M | 0.2% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.33M | 0.2% | 00.0% | Unchanged | History |
| MEHCQChrome Holding Co. | CLASS A COM | 273,611 | $1.05M | 0.2% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 29,460 | $996.0K | 0.2% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 8,876 | $844.0K | 0.1% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 17,305 | $800.0K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $792.0K | 0.1% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $531.0K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $436.0K | 0.1% | 00.0% | Unchanged | History |
| BLKBBlackbaud Inc | COM | 7,118 | $426.0K | 0.1% | +7,118 | New | History |
| MILEMetromile, LLC | COM | 203,176 | $268.0K | <0.1% | 00.0% | Unchanged | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,758 | $68.0K | <0.1% | +10,758 | New | History |