Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Feb 10, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 30
- −2 vs. Q3 2024
- Portfolio value
- $630.7M
- +$37.0M (+6.2%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 1,456,568 | $110.2M | 17.5% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $100.5M | 15.9% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $65.4M | 10.4% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $43.9M | 7.0% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $37.3M | 5.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $34.5M | 5.5% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 440,097 | $32.6M | 5.2% | −62,718−12.5% | Reduced | History |
| GOOGAlphabet Inc. | Stock | 143,361 | $29.9M | 4.7% | −13,760−8.8% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $28.9M | 4.6% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $27.9M | 4.4% | 00.0% | Unchanged | History |
| KRKroger Co | Stock | 311,490 | $19.0M | 3.0% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $15.8M | 2.5% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $13.8M | 2.2% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 490,620 | $13.1M | 2.1% | −163,540−25.0% | Reduced | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $12.7M | 2.0% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $9.67M | 1.5% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $7.14M | 1.1% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 164,908 | $6.17M | 1.0% | +65,854+66.5% | Added | History |
| TEMTempus AI, Inc. | CL A | 109,459 | $3.70M | 0.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,668 | $3.69M | 0.6% | +9,702+493.5% | Added | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.50M | 0.6% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.13M | 0.5% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $1.77M | 0.3% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 12,244 | $1.62M | 0.3% | +4,881+66.3% | Added | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.47M | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.45M | 0.2% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $626.0K | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $618.7K | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,951 | $608.4K | 0.1% | −30.0% | Reduced | History |
| BSLKBolt Projects Holdings, Inc. | COM | 40,289 | $19.4K | <0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2024 (2)
Positions held at the end of Q3 2024 that are gone from this filing.