Allen Operations LLC
- SEC CIK
- 0001389544
- 最新申報
- 2026/8/5
2021 年第 1 季持倉
持倉截至 2021/3/31，2021/5/17 申報。只含多頭部位。
- 持股檔數
- 29
- 2020 年第 4 季沒有 13F 資料
- 總值
- $4.92 億
- 2020 年第 4 季沒有 13F 資料
Livermore 的 13F 資料從 2021 年第 1 季開始，這一季沒有前一季可以比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| CMCSAComcast Corp | Stock | 1,069,453 | $5,787 萬 | 11.8% | – | – | 歷史 |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $5,678 萬 | 11.5% | – | – | 歷史 |
| AFRMAffirm Holdings, Inc. | COM CL A | 711,519 | $5,032 萬 | 10.2% | – | – | 歷史 |
| PLTRPalantir Technologies Inc. | Stock | 2,096,255 | $4,882 萬 | 9.9% | – | – | 歷史 |
| SCHWSchwab Charles Corp | Stock | 548,833 | $3,577 萬 | 7.3% | – | – | 歷史 |
| WDAYWorkday, Inc. | CL A | 111,992 | $2,782 萬 | 5.7% | – | – | 歷史 |
| ATVIActivision Blizzard, Inc. | COM | 294,900 | $2,743 萬 | 5.6% | – | – | 歷史 |
| MAMastercard Inc | Stock | 64,056 | $2,281 萬 | 4.6% | – | – | 歷史 |
| MSFTMicrosoft Corp | Stock | 88,383 | $2,084 萬 | 4.2% | – | – | 歷史 |
| CHTRCharter Communications, Inc. | CL A | 32,313 | $1,994 萬 | 4.1% | – | – | 歷史 |
| IAC Interactivecorp New44891N109 | COM | 85,977 | $1,860 萬 | 3.8% | – | – | – |
| ABNBAirbnb, Inc. | Stock | 98,112 | $1,844 萬 | 3.7% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 7,931 | $1,641 萬 | 3.3% | – | – | 歷史 |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $1,581 萬 | 3.2% | – | – | 歷史 |
| NEXINexImmune, Inc. | COM | 635,934 | $1,213 萬 | 2.5% | – | – | 歷史 |
| GOOGLAlphabet Inc. | Stock | 4,244 | $875.3 萬 | 1.8% | – | – | 歷史 |
| UBERUber Technologies, Inc | Stock | 150,362 | $819.6 萬 | 1.7% | – | – | 歷史 |
| VRMVroom, Inc. | COM | 199,570 | $778.1 萬 | 1.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 65,854 | $347.1 萬 | 0.7% | – | – | 歷史 |
| SVMK Inc78489X103 | COM | 126,330 | $231.4 萬 | 0.5% | – | – | – |
| MILEMetromile, LLC | COM | 200,079 | $205.9 萬 | 0.4% | – | – | 歷史 |
| LHLabcorp Holdings Inc. | COM NEW | 6,929 | $176.7 萬 | 0.4% | – | – | 歷史 |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $176.4 萬 | 0.4% | – | – | 歷史 |
| AGXArgan Inc | Stock | 32,800 | $175.0 萬 | 0.4% | – | – | 歷史 |
| TDGTransDigm Group INC | COM | 2,764 | $162.5 萬 | 0.3% | – | – | 歷史 |
| MTCHMatch Group, Inc. | COM | 7,285 | $100.1 萬 | 0.2% | – | – | 歷史 |
| ORLYO Reilly Automotive Inc | Stock | 1,958 | $99.3 萬 | 0.2% | – | – | 歷史 |
| RBLXRoblox Corp | Stock | 8,160 | $52.9 萬 | 0.1% | – | – | 歷史 |
| VVisa Inc. | Stock | 1,966 | $41.6 萬 | 0.1% | – | – | 歷史 |