Institutions / Allen Operations LLC
Allen Operations LLC
CIK 1389544 · Institution · as of Mar 31, 2026
Portfolio value
$669.75M
Positions
35
As of
Mar 31, 2026
Portfolio trend
Portfolio value
$669.75M-16.2%Positions
35+0.0%Top holdings
Mar 31, 2026View all 35 →
| Company | Value | % of portfolio |
|---|---|---|
| Palantir Technologies Inc | $164.56M | 24.6% |
| Acuity Inc | $96.42M | 14.4% |
| Aurora Innovation, Inc. | $42.79M | 6.4% |
| Schwab Charles Corp | $35.73M | 5.3% |
| Affirm Holdings Inc Class a | $33.05M | 4.9% |
| Mastercard Inc | $32.75M | 4.9% |
| Microsoft Corp | $32.72M | 4.9% |
| Berkshire Hathaway Inc Del | $29.44M | 4.4% |
| iShares Bitcoin Trust ETF | $25.75M | 3.8% |
| Alphabet Inc. | $24.51M | 3.7% |
| Alphabet Inc. | $23.98M | 3.6% |
| Clear Secure, Inc. | $17.81M | 2.7% |
| Exxon Mobil Corp | $15.25M | 2.3% |
| Workday Inc | $14.55M | 2.2% |
| Joby Aviation, Inc. | $12.87M | 1.9% |
| People Inc | $12.79M | 1.9% |
| Coca Cola Co | $7.53M | 1.1% |
| GE Vernova Inc. | $7.32M | 1.1% |
| Coupang, Inc. | $6.14M | 0.9% |
| Amazon.com Inc | $5.09M | 0.8% |
| Meta Platforms Inc | $3.88M | 0.6% |
| Unitedhealth Group Inc | $3.69M | 0.6% |
| Visa Inc | $3.53M | 0.5% |
| Tempus AI, Inc. | $3.46M | 0.5% |
| Warren E. Buffett | $3.31M | 0.5% |
Activity
Mar 31, 2026View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q1 2026 as of | Trim | Clear Secure, Inc. Common stock | $-5.94M | -123K -25.00% | 367,965 2.66% of portfolio | medium |
| Q1 2026 as of | Trim | Samsara Inc. Common stock | $-950.7K | -30K -45.44% | 36,020 0.17% of portfolio | low |
| Q1 2026 as of | Add | PSKY Paramount Skydance Corp Common Stock | $120.0K | +13K +7.93% | 181,047 0.24% of portfolio | low |
| Q1 2026 as of | Add | FIG Figma, Inc. Common Stock | $17.2K | +813 +4.33% | 19,596 0.06% of portfolio | low |