Holdings
Allen Operations LLC
As of Jun 30, 2026, Allen Operations LLC reported 30 positions worth US$699M. Largest: Palantir Technologies Inc., Acuity Inc. and Aurora Innovation, Inc. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Palantir Technologies Inc. | 1.13M | US$131M | no change | Jun 30, 2026 |
| Acuity Inc. | 344K | US$130M | no change | Jun 30, 2026 |
| Aurora Innovation, Inc. | 10.4M | US$70.8M | no change | Jun 30, 2026 |
| Alphabet Inc (google) Class C | 168K | US$60M | −758 | Jun 30, 2026 |
| Affirm Holdings, Inc. | 721K | US$58.8M | no change | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 380K | US$35.1M | no change | Jun 30, 2026 |
| Berkshire Hathaway Inc. | 68,264 | US$34.2M | −86 | Jun 30, 2026 |
| Mastercard Incorporated | 65,553 | US$33.7M | no change | Jun 30, 2026 |
| Microsoft Corp. | 88,383 | US$33M | no change | Jun 30, 2026 |
| Clear Secure, Inc. | 319K | US$17.8M | −49,000 | Jun 30, 2026 |