Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q2 2023
Holdings as of Jun 30, 2023, filed Aug 7, 2023. Long positions only; changes compare share counts with Q1 2023.
- Positions
- 38
- −1 vs. Q1 2023
- Portfolio value
- $450.7M
- +$56.2M (+14.3%) vs. Q1 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $56.1M | 12.5% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,043,202 | $43.3M | 9.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $30.1M | 6.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $28.5M | 6.3% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 8,967,097 | $26.4M | 5.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $25.8M | 5.7% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $25.3M | 5.6% | 00.0% | Unchanged | History |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $24.9M | 5.5% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $22.7M | 5.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $21.2M | 4.7% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,326,255 | $20.3M | 4.5% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $20.1M | 4.5% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $19.0M | 4.2% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $16.0M | 3.5% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $11.1M | 2.5% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 215,400 | $10.1M | 2.2% | +106,700+98.2% | Added | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $9.98M | 2.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $5.97M | 1.3% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 82,395 | $5.90M | 1.3% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 15,701 | $5.77M | 1.3% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,478,098 | $4.61M | 1.0% | 00.0% | Unchanged | History |
| DUOLDuolingo, Inc. | CL A COM | 23,652 | $3.38M | 0.8% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $3.16M | 0.7% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $2.47M | 0.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.35M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.63M | 0.4% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.29M | 0.3% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $661.3K | 0.1% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $575.1K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $466.9K | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $358.9K | 0.1% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $326.5K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $304.9K | 0.1% | 00.0% | Unchanged | History |
| VRMVroom, Inc. | COM | 199,570 | $287.4K | 0.1% | 00.0% | Unchanged | History |
| LMNDLemonade, Inc. | Stock | 10,693 | $180.2K | <0.1% | 00.0% | Unchanged | History |
| NEXINexImmune, Inc. | COM | 635,934 | $179.3K | <0.1% | 00.0% | Unchanged | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $13.4K | <0.1% | 00.0% | Unchanged | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,758 | $12.6K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2023 (1)
Positions held at the end of Q1 2023 that are gone from this filing.