Allen Operations LLC Top Holdings and 13F Report (2026) About Allen Operations LLCInvestment ActivityAllen Operations LLC has $721.73 million in total holdings as of June 30, 2026.Allen Operations LLC owns shares of 33 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.22% of the portfolio was purchased this quarter.About 3.59% of the portfolio was sold this quarter.This quarter, Allen Operations LLC has purchased 35 new stocks and bought additional shares in 1 stock.Allen Operations LLC sold shares of 1 stock and completely divested from 4 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $131,253,750Acuity $129,608,706Aurora Innovation $70,826,355Affirm $58,828,702Charles Schwab $35,082,438 Largest New Holdings this Quarter 84615Q103 - SPACE EXPLORATION TECHN CORP $1,131,093 Holding09263B207 - BLACKSKY TECHNOLOGY INC $366,673 Holding Largest Purchases this Quarter SPACE EXPLORATION TECHN CORP 6,620 shares (about $1.13M)BLACKSKY TECHNOLOGY INC 13,133 shares (about $366.67K)FIGMA INC 3,618 shares (about $65.45K) Largest Sales this Quarter CLEAR Secure 49,000 shares (about $2.73M) 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$131,253,7500.0%1,125,00018.2%CL AAYIAcuity$129,608,7060.0%344,10018.0%IndustrialsAURAurora Innovation$70,826,3550.0%10,385,0969.8%TechnologyAFRMAffirm$58,828,7020.0%721,3828.2%FinanceSCHWCharles Schwab$35,082,4380.0%380,2154.9%FinanceMAMastercard$33,668,0210.0%65,5534.7%FinanceMSFTMicrosoft$32,968,6270.0%88,3834.6%TechnologyBRK.ABerkshire Hathaway$30,702,8500.0%414.3%FinanceGOOGAlphabet$30,188,8680.0%85,4414.2%Communication ServicesGOOGLAlphabet$29,797,5110.0%83,3804.1%Communication ServicesISHARES BITCOIN TRUST ETF$22,310,9580.0%670,2003.1%SHS BEN INTYOUCLEAR Secure$17,775,919$2,730,770 â–¼-13.3%318,9652.5%TechnologyPEOPLE INC$14,747,0590.0%319,4772.0%COM NEWJOBYJoby Aviation$13,896,3610.0%1,557,8881.9%IndustrialsWDAYWorkday$13,710,0610.0%111,9921.9%TechnologyGE VERNOVA INC$9,853,5510.0%8,3871.4%COMKOCocaCola$8,050,1190.0%99,0541.1%Consumer StaplesAMZNAmazon.com$5,820,2630.0%24,4200.8%Consumer DiscretionaryUNHUnitedHealth Group$5,666,2840.0%13,6330.8%HealthcareTEMPUS AI INC$4,438,6550.0%76,6210.6%CL AVVisa$4,003,1740.0%11,6680.6%FinanceMETAMeta Platforms$3,820,2330.0%6,7820.5%Communication ServicesTDGTransdigm Group$3,681,7590.0%2,7640.5%IndustrialsBRK.BBerkshire Hathaway$3,455,6930.0%6,9060.5%FinancePARAMOUNT SKYDANCE CORP$1,785,1230.0%181,0470.2%COM CL BSPACE EXPLORATION TECHN CORP$1,131,093$1,131,093 â–²New Holding6,6200.2%CLASS A COM STKANGI INC$998,1480.0%167,7560.1%CL A NEWDIBS1stdibs.com$866,4470.0%176,8260.1%Consumer DiscretionaryRXRXRecursion Pharmaceuticals$798,8010.0%217,6570.1%HealthcareGINKGO BIOWORKS HOLDINGS INC$613,9350.0%61,9510.1%CL A NEWBLNDBlend Labs$589,5410.0%344,7610.1%TechnologyFIGMA INC$419,942$65,450 â–²18.5%23,2140.1%CLASS A COM STKBLACKSKY TECHNOLOGY INC$366,673$366,673 â–²New Holding13,1330.1%CL A NEWXOMExxonMobil$0$15,252,434 â–¼-100.0%00.0%EnergyCPNGCoupang$0$6,136,000 â–¼-100.0%00.0%Consumer DiscretionaryIOTSamsara$0$1,141,474 â–¼-100.0%00.0%TechnologyASTERA LABS INC$0$670,971 â–¼-100.0%00.0%COMShowing largest 100 holdings. 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