Allen Operations LLC
Allen Operations LLC reported 34 holdings worth US$722M as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 5, 2026
Allen Operations LLC reported 34 holdings worth US$722M as of Jun 30, 2026. Largest: Palantir Technologies Inc., Acuity Inc. and Aurora Innovation, Inc. Filed Aug 5, 2026 (Form 13F).
- Holdings
- 34
- Value as reported
- US$722M
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Palantir Technologies Inc. | 1.13M | US$131M | 18.2% |
| Acuity Inc. | 344K | US$130M | 18.0% |
| Aurora Innovation, Inc. | 10.4M | US$70.8M | 9.8% |
| Alphabet Inc (google) Class C | 168K | US$60M | 8.3% |
| Affirm Holdings, Inc. | 721K | US$58.8M | 8.2% |
| Charles Schwab Corporation (the) | 380K | US$35.1M | 4.9% |
| Berkshire Hathaway Inc. | 68,264 | US$34.2M | 4.7% |
| Mastercard Incorporated | 65,553 | US$33.7M | 4.7% |
| Microsoft Corp. | 88,383 | US$33M | 4.6% |
| Clear Secure, Inc. | 319K | US$17.8M | 2.5% |
| Iac Inc. | 319K | US$14.7M | 2.0% |
| Joby Aviation, Inc. | 1.56M | US$13.9M | 1.9% |
| Workday, Inc. | 112K | US$13.7M | 1.9% |
| Ge Vernova Inc. | 8,387 | US$9.85M | 1.4% |
| Coca-cola Company (the) | 99,054 | US$8.05M | 1.1% |
| Amazon.com, Inc. | 24,420 | US$5.82M | 0.81% |
| Unitedhealth Group Incorporated | 13,633 | US$5.67M | 0.79% |
| Tempus Ai, Inc. | 76,621 | US$4.44M | 0.62% |
| Visa Inc. | 11,668 | US$4M | 0.55% |
| Meta Platforms, Inc. | 6,782 | US$3.82M | 0.53% |
| Transdigm Group Inc. | 2,764 | US$3.68M | 0.51% |
| Paramount Skydance Corporation | 181K | US$1.79M | 0.25% |
| Space Exploration Technologies Corp | 6,620 | US$1.13M | 0.16% |
| Angi Inc. | 168K | US$998K | 0.14% |
| 1stdibs.com, Inc. | 177K | US$866K | 0.12% |
| Recursion Pharmaceuticals, Inc. | 218K | US$799K | 0.11% |
| Ginkgo Bioworks Holdings, Inc. | 61,951 | US$614K | 0.09% |
| Blend Labs, Inc. | 345K | US$590K | 0.08% |
| Figma Inc | 23,214 | US$420K | 0.06% |
| Blacksky Technology Inc. | 13,133 | US$367K | 0.05% |
| Astera Labs, Inc. | 0 | US$0 | 0.00% |
| Coupang, Inc. | 0 | US$0 | 0.00% |
| Exxon Mobil Corporation | 0 | US$0 | 0.00% |
| Samsara Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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