Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed Feb 14, 2024. Long positions only; changes compare share counts with Q3 2023.
- Positions
- 33
- −6 vs. Q3 2023
- Portfolio value
- $503.7M
- +$51.4M (+11.4%) vs. Q3 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $70.5M | 14.0% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,043,202 | $45.7M | 9.1% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $45.4M | 9.0% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $35.4M | 7.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $34.6M | 6.9% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $33.2M | 6.6% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $30.9M | 6.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $28.0M | 5.6% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,456,568 | $25.0M | 5.0% | +130,313+9.8% | Added | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $22.2M | 4.4% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $22.1M | 4.4% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $20.2M | 4.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $16.7M | 3.3% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $11.6M | 2.3% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $10.4M | 2.1% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 215,400 | $9.85M | 2.0% | 00.0% | Unchanged | History |
| CHTRCharter Communications, Inc. | CL A | 15,701 | $6.10M | 1.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $5.84M | 1.2% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $5.26M | 1.0% | +325,000 | New | History |
| XOMExxonMobil Holdings Corp | COM | 42,000 | $4.20M | 0.8% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,478,098 | $4.19M | 0.8% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $3.17M | 0.6% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $2.80M | 0.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.46M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $2.15M | 0.4% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.53M | 0.3% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $991.7K | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $879.1K | 0.2% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $827.5K | 0.2% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $547.2K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $511.8K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $265.9K | 0.1% | 00.0% | Unchanged | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $14.2K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2023 (7)
Positions held at the end of Q3 2023 that are gone from this filing.
| Security | Class | Shares in Q3 2023 | Value in Q3 2023 | % of portfolio in Q3 2023 | History |
|---|---|---|---|---|---|
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $27.6M | 6.1% | History |
| COINCoinbase Global, Inc. | COM CL A | 83,963 | $6.30M | 1.4% | History |
| DUOLDuolingo, Inc. | CL A COM | 23,652 | $3.92M | 0.9% | History |
| VRMVroom, Inc. | COM | 199,570 | $223.5K | <0.1% | History |
| NEXINexImmune, Inc. | COM | 635,934 | $133.5K | <0.1% | History |
| LMNDLemonade, Inc. | Stock | 10,693 | $124.3K | <0.1% | History |
| RGTIRigetti Computing, Inc. | COMMON STOCK | 10,758 | $14.3K | <0.1% | History |