Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q1 2024
Holdings as of Mar 31, 2024, filed May 7, 2024. Long positions only; changes compare share counts with Q4 2023.
- Positions
- 33
- 0 vs. Q4 2023
- Portfolio value
- $526.6M
- +$22.9M (+4.6%) vs. Q4 2023
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $92.5M | 17.6% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,043,202 | $45.2M | 8.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $37.2M | 7.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $36.4M | 6.9% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,456,568 | $33.5M | 6.4% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $31.6M | 6.0% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $30.5M | 5.8% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $29.3M | 5.6% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $26.9M | 5.1% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $26.0M | 4.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $23.9M | 4.5% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $20.8M | 4.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $17.0M | 3.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $12.6M | 2.4% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 215,400 | $12.3M | 2.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $10.4M | 2.0% | +47,900+114.0% | Added | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $8.35M | 1.6% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $6.06M | 1.2% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $5.78M | 1.1% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.40M | 0.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.90M | 0.6% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,478,098 | $2.87M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $2.17M | 0.4% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $2.12M | 0.4% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $1.66M | 0.3% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $1.34M | 0.3% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.12M | 0.2% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $1.05M | 0.2% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $570.9K | 0.1% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 1,966 | $548.7K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,285 | $264.3K | 0.1% | 00.0% | Unchanged | History |
| COINCoinbase Global, Inc. | COM CL A | 790 | $209.4K | <0.1% | +790 | New | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $8.08K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q4 2023 (1)
Positions held at the end of Q4 2023 that are gone from this filing.