Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q1 2023
Holdings as of Mar 31, 2023, filed May 9, 2023. Long positions only; changes compare share counts with Q4 2022.
- Positions
- 39
- −2 vs. Q4 2022
- Portfolio value
- $394.5M
- +$20.3M (+5.4%) vs. Q4 2022
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $62.9M | 15.9% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,043,202 | $39.5M | 10.0% | −26,253−2.5% | Reduced | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $26.3M | 6.7% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $25.6M | 6.5% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $25.5M | 6.5% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $25.2M | 6.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $23.8M | 6.0% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $23.1M | 5.9% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $19.1M | 4.8% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $16.5M | 4.2% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $16.3M | 4.1% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 8,967,097 | $12.5M | 3.2% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,326,255 | $11.2M | 2.8% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $8.65M | 2.2% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $8.13M | 2.1% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $6.76M | 1.7% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $6.14M | 1.6% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 15,701 | $5.61M | 1.4% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 82,395 | $5.57M | 1.4% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 108,700 | $5.37M | 1.4% | +108,700 | New | History |
| DUOLDuolingo, Inc. | CL A COM | 23,652 | $3.37M | 0.9% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,478,098 | $3.30M | 0.8% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $3.16M | 0.8% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.13M | 0.5% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $2.04M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.45M | 0.4% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.33M | 0.3% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $702.0K | 0.2% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $534.6K | 0.1% | 00.0% | Unchanged | History |
| BLKBBlackbaud Inc | COM | 7,118 | $493.3K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $443.3K | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $413.2K | 0.1% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $343.4K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $279.7K | 0.1% | 00.0% | Unchanged | History |
| NEXINexImmune, Inc. | COM | 635,934 | $241.7K | 0.1% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $179.4K | <0.1% | 00.0% | Unchanged | History |
| LMNDLemonade, Inc. | Stock | 10,693 | $152.5K | <0.1% | 00.0% | Unchanged | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $25.3K | <0.1% | 00.0% | Unchanged | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,758 | $7.78K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2022 (3)
Positions held at the end of Q4 2022 that are gone from this filing.