Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q2 2022
Holdings as of Jun 30, 2022, filed Aug 8, 2022. Long positions only; changes compare share counts with Q1 2022.
- Positions
- 42
- 0 vs. Q1 2022
- Portfolio value
- $398.0M
- −$169.7M (−29.9%) vs. Q1 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $53.0M | 13.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,069,453 | $42.0M | 10.5% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $31.8M | 8.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $24.3M | 6.1% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $23.0M | 5.8% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $22.7M | 5.7% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $20.7M | 5.2% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $19.6M | 4.9% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 39,601 | $18.6M | 4.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 7,931 | $17.3M | 4.4% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 8,967,097 | $17.1M | 4.3% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $16.8M | 4.2% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $15.6M | 3.9% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $13.0M | 3.3% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,326,255 | $12.0M | 3.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 4,244 | $9.25M | 2.3% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $7.65M | 1.9% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,248,996 | $5.35M | 1.3% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 65,854 | $4.14M | 1.0% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 82,395 | $3.87M | 1.0% | 00.0% | Unchanged | History |
| UBERUber Technologies, Inc | Stock | 150,362 | $3.08M | 0.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $1.89M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.77M | 0.4% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $1.48M | 0.4% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 16,264 | $1.42M | 0.4% | +7,388+83.2% | Added | History |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $1.24M | 0.3% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.22M | 0.3% | 00.0% | Unchanged | History |
| MNTVMomentive Global Inc. | COM | 126,330 | $1.11M | 0.3% | 00.0% | Unchanged | History |
| NEXINexImmune, Inc. | COM | 635,934 | $1.02M | 0.3% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $1.01M | 0.3% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $840.0K | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $814.0K | 0.2% | 00.0% | Unchanged | History |
| MEHCQChrome Holding Co. | CLASS A COM | 273,611 | $679.0K | 0.2% | 00.0% | Unchanged | History |
| RBLXRoblox Corp | Stock | 17,305 | $569.0K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $507.0K | 0.1% | 00.0% | Unchanged | History |
| BLKBBlackbaud Inc | COM | 7,118 | $413.0K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $387.0K | 0.1% | 00.0% | Unchanged | History |
| WRBYWarby Parker Inc. | CL A COM | 29,460 | $331.0K | 0.1% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $249.0K | 0.1% | 00.0% | Unchanged | History |
| MILEMetromile, LLC | COM | 203,176 | $186.0K | <0.1% | 00.0% | Unchanged | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $42.0K | <0.1% | +21,443 | New | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,758 | $39.0K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2022 (1)
Positions held at the end of Q1 2022 that are gone from this filing.