Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q4 2022
Holdings as of Dec 31, 2022, filed Feb 13, 2023. Long positions only; changes compare share counts with Q3 2022.
- Positions
- 41
- −3 vs. Q3 2022
- Portfolio value
- $374.2M
- −$580.6K (−0.2%) vs. Q3 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $57.0M | 15.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $41.9M | 11.2% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,069,455 | $37.4M | 10.0% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $26.9M | 7.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $22.8M | 6.1% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $22.6M | 6.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $21.2M | 5.7% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $19.2M | 5.1% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $18.7M | 5.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $14.2M | 3.8% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $13.9M | 3.7% | −1,500−0.9% | Reduced | History |
| AURAurora Innovation, Inc. | CLASS A COM | 8,967,097 | $10.9M | 2.9% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,326,255 | $8.51M | 2.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $7.36M | 2.0% | −1,500−1.8% | Reduced | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $6.98M | 1.9% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $6.30M | 1.7% | +33,200+50.4% | Added | History |
| CHTRCharter Communications, Inc. | CL A | 15,701 | $5.32M | 1.4% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $5.22M | 1.4% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,478,098 | $4.19M | 1.1% | +229,102+10.2% | Added | History |
| UBERUber Technologies, Inc | Stock | 150,362 | $3.72M | 1.0% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 82,395 | $2.92M | 0.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.13M | 0.6% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $2.06M | 0.6% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $1.74M | 0.5% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 23,652 | $1.68M | 0.4% | +3,694+18.5% | Added | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.68M | 0.4% | 00.0% | Unchanged | History |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $1.65M | 0.4% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.21M | 0.3% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $898.3K | 0.2% | 00.0% | Unchanged | History |
| MNTVMomentive Global Inc. | COM | 126,330 | $884.3K | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $496.5K | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $495.9K | 0.1% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $478.8K | 0.1% | 00.0% | Unchanged | History |
| BLKBBlackbaud Inc | COM | 7,118 | $419.0K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $408.5K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $302.3K | 0.1% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $203.6K | 0.1% | 00.0% | Unchanged | History |
| NEXINexImmune, Inc. | COM | 635,934 | $154.5K | <0.1% | 00.0% | Unchanged | History |
| LMNDLemonade, Inc. | Stock | 10,693 | $146.3K | <0.1% | 00.0% | Unchanged | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $30.2K | <0.1% | 00.0% | Unchanged | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,758 | $7.84K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2022 (3)
Positions held at the end of Q3 2022 that are gone from this filing.