Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q2 2026
Holdings as of Jun 30, 2026, filed Aug 5, 2026. Long positions only; changes compare share counts with Q1 2026.
- Positions
- 33
- −2 vs. Q1 2026
- Portfolio value
- $721.7M
- +$52.0M (+7.8%) vs. Q1 2026
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 1,125,000 | $131.3M | 18.2% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $129.6M | 18.0% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $70.8M | 9.8% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $58.8M | 8.2% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 380,215 | $35.1M | 4.9% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $33.7M | 4.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $33.0M | 4.6% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $30.7M | 4.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 85,441 | $30.2M | 4.2% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $29.8M | 4.1% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 670,200 | $22.3M | 3.1% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 318,965 | $17.8M | 2.5% | −49,000−13.3% | Reduced | History |
| PPLIPeople Inc | COM NEW | 319,477 | $14.7M | 2.0% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $13.9M | 1.9% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $13.7M | 1.9% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 8,387 | $9.85M | 1.4% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $8.05M | 1.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 24,420 | $5.82M | 0.8% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 13,633 | $5.67M | 0.8% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 76,621 | $4.44M | 0.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,668 | $4.00M | 0.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 6,782 | $3.82M | 0.5% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.68M | 0.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.46M | 0.5% | 00.0% | Unchanged | History |
| PSKYParamount Skydance Corp | COM CL B | 181,047 | $1.79M | 0.2% | 00.0% | Unchanged | History |
| SPCXSpace Exploration Technologies Corp | CLASS A COM STK | 6,620 | $1.13M | 0.2% | +6,620 | New | History |
| ANGIAngi Inc. | CL A NEW | 167,756 | $998.1K | 0.1% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $866.4K | 0.1% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $798.8K | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,951 | $613.9K | 0.1% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $589.5K | 0.1% | 00.0% | Unchanged | History |
| FIGFigma, Inc. | Stock | 23,214 | $419.9K | 0.1% | +3,618+18.5% | Added | History |
| BKSYBlackSky Technology Inc. | CL A NEW | 13,133 | $366.7K | 0.1% | +13,133 | New | History |
Sold out since Q1 2026 (4)
Positions held at the end of Q1 2026 that are gone from this filing.
| Security | Class | Shares in Q1 2026 | Value in Q1 2026 | % of portfolio in Q1 2026 | History |
|---|---|---|---|---|---|
| XOMExxonMobil Holdings Corp | COM | 89,900 | $15.3M | 2.3% | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $6.14M | 0.9% | History |
| IOTSamsara Inc. | Stock | 36,020 | $1.14M | 0.2% | History |
| ALABAstera Labs, Inc. | Stock | 6,122 | $671.0K | 0.1% | History |