Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q2 2024
Holdings as of Jun 30, 2024, filed Aug 8, 2024. Long positions only; changes compare share counts with Q1 2024.
- Positions
- 33
- 0 vs. Q1 2024
- Portfolio value
- $511.0M
- −$15.6M (−3.0%) vs. Q1 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $83.1M | 16.3% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,043,202 | $40.9M | 8.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $39.5M | 7.7% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $37.1M | 7.3% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,456,568 | $36.9M | 7.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $28.9M | 5.7% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,130 | $28.8M | 5.6% | +90.0% | Added | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $28.8M | 5.6% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $25.1M | 4.9% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $25.0M | 4.9% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $21.8M | 4.3% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 979,160 | $18.3M | 3.6% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 311,490 | $15.6M | 3.0% | +96,090+44.6% | Added | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $15.2M | 3.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $15.0M | 2.9% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $10.3M | 2.0% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $7.95M | 1.6% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $6.81M | 1.3% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $6.30M | 1.2% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 109,459 | $3.83M | 0.7% | +109,459 | New | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.53M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $2.81M | 0.5% | 00.0% | Unchanged | History |
| AGXArgan Inc | Stock | 32,800 | $2.40M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.63M | 0.3% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $1.10M | 0.2% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A SHS | 2,478,098 | $827.7K | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $813.6K | 0.2% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $793.9K | 0.2% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $727.3K | 0.1% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 136,583 | $520.6K | 0.1% | −3,000−2.1% | Reduced | History |
| VVisa Inc. | Stock | 1,966 | $516.0K | 0.1% | 00.0% | Unchanged | History |
| MTCHMatch Group, Inc. | COM | 7,312 | $221.3K | <0.1% | +27+0.4% | Added | History |
| SNTISenti Biosciences Holdings, Inc. | COM | 21,443 | $5.92K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q1 2024 (1)
Positions held at the end of Q1 2024 that are gone from this filing.