Allen Operations LLC
35 holdingsFiling period: 2026-06-30Current AUM: $795.0Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc | 1.13M | $131.3M | $216.7M | 27.26% | -- | 2026-06-30 |
| 2 | AYI | Acuity Inc | 344.1K | $129.6M | $107.0M | 13.46% | -- | 2026-06-30 |
| 3 | AUR | Aurora Innovation Inc | 10.39M | $70.8M | $52.0M | 6.54% | -- | 2026-06-30 |
| 4 | AFRM | Affirm Hldgs Inc | 721.4K | $58.8M | $53.3M | 6.70% | -- | 2026-06-30 |
| 5 | SCHW | Schwab Charles Corp | 380.2K | $35.1M | $34.6M | 4.35% | -- | 2026-06-30 |
| 6 | MA | Mastercard Incorporated | 65.6K | $33.7M | $40.7M | 5.12% | -- | 2026-06-30 |
| 7 | MSFT | Microsoft Corp | 88.4K | $33.0M | $47.0M | 5.91% | -- | 2026-06-30 |
| 8 | BRK-A | Berkshire Hathaway Inc Del | 41 | $30.7M | $30.7M | 3.86% | -- | 2026-06-30 |
| 9 | GOOG | Alphabet Inc | 85.4K | $30.2M | $28.7M | 3.62% | -- | 2026-06-30 |
| 10 | GOOGL | Alphabet Inc | 83.4K | $29.8M | $28.4M | 3.57% | -- | 2026-06-30 |
| 11 | IBIT | iShares Bitcoin Trust ETF | 670.2K | $22.3M | $31.3M | 3.94% | -- | 2026-06-30 |
| 12 | YOU | Clear Secure Inc | 319.0K | $17.8M | $14.5M | 1.82% | -49,000 | 2026-06-30 |
| 13 | IAC | People Inc | 319.5K | $14.7M | $14.7M | 1.86% | -- | 2026-06-30 |
| 14 | — | Joby Aviation Inc | 1.56M | $13.9M | $13.9M | 1.75% | -- | 2026-06-30 |
| 15 | WDAY | Workday Inc | 112.0K | $13.7M | $22.8M | 2.87% | -- | 2026-06-30 |
| 16 | GEV | GE Vernova Inc | 8.4K | $9.9M | $7.5M | 0.94% | -- | 2026-06-30 |
| 17 | KO | Coca Cola Co | 99.1K | $8.1M | $9.3M | 1.16% | -- | 2026-06-30 |
| 18 | AMZN | Amazon.com Inc | 24.4K | $5.8M | $6.4M | 0.81% | -- | 2026-06-30 |
| 19 | UNH | Unitedhealth Group Inc | 13.6K | $5.7M | $5.7M | 0.72% | -- | 2026-06-30 |
| 20 | TEM | Tempus AI Inc | 76.6K | $4.4M | $5.1M | 0.64% | -- | 2026-06-30 |
| 21 | V | Visa Inc | 11.7K | $4.0M | $4.7M | 0.60% | -- | 2026-06-30 |
| 22 | META | Meta Platforms Inc | 6.8K | $3.8M | $4.7M | 0.59% | -- | 2026-06-30 |
| 23 | TDG | Transdigm Group Inc | 2.8K | $3.7M | $3.2M | 0.40% | -- | 2026-06-30 |
| 24 | BRK-B | Berkshire Hathaway Inc Del | 6.9K | $3.5M | $3.5M | 0.43% | -- | 2026-06-30 |
| 25 | PSKY | Paramount Skydance Corp | 181.0K | $1.8M | $1.8M | 0.22% | -- | 2026-06-30 |
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