Allen Operations LLC Top Holdings and 13F Report (2025) About Allen Operations LLCInvestment ActivityAllen Operations LLC has $727.01 million in total holdings as of June 30, 2025.Allen Operations LLC owns shares of 34 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 2.36% of the portfolio was purchased this quarter.About 1.77% of the portfolio was sold this quarter.This quarter, Allen Operations LLC has purchased 30 new stocks and bought additional shares in 0 stocks.Allen Operations LLC sold shares of 1 stock and completely divested from 1 stock this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $163,584,000Acuity $102,658,794Aurora Innovation $54,417,903Affirm $49,876,352Microsoft $43,962,588 Largest New Holdings this Quarter 30303M102 - Meta Platforms $5,005,726 Holding36828A101 - GE VERNOVA INC $4,437,981 Holding91324P102 - UnitedHealth Group $4,253,087 Holding00183L201 - ANGI INC $2,559,957 Holding79589L106 - Samsara $935,546 Holding Largest Purchases this Quarter Meta Platforms 6,782 shares (about $5.01M)GE VERNOVA INC 8,387 shares (about $4.44M)UnitedHealth Group 13,633 shares (about $4.25M)ANGI INC 167,756 shares (about $2.56M)Samsara 23,518 shares (about $935.55K) Largest Sales this Quarter Alphabet 71,680 shares (about $12.72M) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllen Operations LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorPALANTIR TECHNOLOGIES INC$163,584,0000.0%1,200,00022.5%CL AAYIAcuity$102,658,7940.0%344,10014.1%Business ServicesAURAurora Innovation$54,417,9030.0%10,385,0967.5%Business ServicesAFRMAffirm$49,876,3520.0%721,3826.9%Computer and TechnologyMSFTMicrosoft$43,962,5880.0%88,3836.0%Computer and TechnologyISHARES BITCOIN TRUST ETF$41,022,9420.0%670,2005.6%SHS BEN INTSCHWCharles Schwab$40,154,4500.0%440,0975.5%FinanceMAMastercard$36,836,8530.0%65,5535.1%Business ServicesBRK.ABerkshire Hathaway$29,880,8000.0%414.1%FinanceWDAYWorkday$26,878,0800.0%111,9923.7%Computer and TechnologyJOBYJoby Aviation$16,435,7180.0%1,557,8882.3%TransportationGOOGAlphabet$15,156,379$12,715,315 ▼-45.6%85,4412.1%Computer and TechnologyGOOGLAlphabet$14,694,0570.0%83,3802.0%Computer and TechnologyYOUCLEAR Secure$13,619,6110.0%490,6201.9%Computer and TechnologyIACIAC$11,929,2710.0%319,4771.6%Multi-Sector ConglomeratesCPNGCoupang$9,737,0000.0%325,0001.3%Retail/WholesaleXOMExxon Mobil$9,691,2200.0%89,9001.3%EnergyKOCocaCola$7,008,0710.0%99,0541.0%Consumer StaplesMETAMeta Platforms$5,005,726$5,005,726 ▲New Holding6,7820.7%Computer and TechnologyTEMPUS AI INC$4,868,4980.0%76,6210.7%CL AGE VERNOVA INC$4,437,981$4,437,981 ▲New Holding8,3870.6%COMUNHUnitedHealth Group$4,253,087$4,253,087 ▲New Holding13,6330.6%MedicalTDGTransdigm Group$4,203,0490.0%2,7640.6%AerospaceVVisa$4,142,7230.0%11,6680.6%Business ServicesBRK.BBerkshire Hathaway$3,354,7280.0%6,9060.5%FinanceANGI INC$2,559,957$2,559,957 ▲New Holding167,7560.4%CL A NEWBLNDBlend Labs$1,137,7110.0%344,7610.2%Computer and TechnologyASTERA LABS INC$1,107,1020.0%12,2440.2%COMRXRXRecursion Pharmaceuticals$1,101,3440.0%217,6570.2%MedicalIOTSamsara$935,546$935,546 ▲New Holding23,5180.1%Computer and TechnologyGINKGO BIOWORKS HOLDINGS INC$696,9490.0%61,9510.1%CL A NEWABSIAbsci$606,8520.0%236,1290.1%MedicalVMEOVimeo$563,9150.0%139,5830.1%Business ServicesDIBS1stdibs.com$486,2720.0%176,8260.1%Retail/WholesaleBOLT PROJS HLDGS INC$0$123,699 ▼-100.0%00.0%COMShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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