Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q3 2024
Holdings as of Sep 30, 2024, filed Nov 7, 2024. Long positions only; changes compare share counts with Q2 2024.
- Positions
- 32
- −1 vs. Q2 2024
- Portfolio value
- $593.6M
- +$82.6M (+16.2%) vs. Q2 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| AYIAcuity Inc. (DE) | Stock | 344,100 | $94.8M | 16.0% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $61.5M | 10.4% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,456,568 | $54.2M | 9.1% | 00.0% | Unchanged | History |
| CMCSAComcast Corp | Stock | 1,043,202 | $43.6M | 7.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $38.0M | 6.4% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 502,815 | $32.6M | 5.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $32.4M | 5.5% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $29.4M | 5.0% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $28.3M | 4.8% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $27.4M | 4.6% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $26.3M | 4.4% | −90.0% | Reduced | History |
| YOUClear Secure, Inc. | COM CL A | 654,160 | $21.7M | 3.7% | −325,000−33.2% | Reduced | History |
| KRKroger Co | Stock | 311,490 | $17.8M | 3.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $17.2M | 2.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $13.8M | 2.3% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $10.5M | 1.8% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $7.98M | 1.3% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $7.84M | 1.3% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $7.12M | 1.2% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 109,459 | $6.20M | 1.0% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.94M | 0.7% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.18M | 0.5% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.43M | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.29M | 0.2% | 00.0% | Unchanged | History |
| TXG10x Genomics, Inc. | CL A COM | 56,600 | $1.28M | 0.2% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $902.0K | 0.2% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $779.8K | 0.1% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $704.9K | 0.1% | +3,000+2.2% | Added | History |
| VVisa Inc. | Stock | 1,966 | $540.6K | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,954 | $504.9K | 0.1% | 00.0% | UnchangedConverted for a 1-for-40 split | History |
| ALABAstera Labs, Inc. | Stock | 7,363 | $385.7K | 0.1% | +7,363 | New | History |
| BSLKBolt Projects Holdings, Inc. | COM | 40,289 | $33.0K | <0.1% | +40,289 | New | History |
Sold out since Q2 2024 (3)
Positions held at the end of Q2 2024 that are gone from this filing.