Allen Operations LLC Top Holdings and 13F Report (2026) About Allen Operations LLCInvestment ActivityAllen Operations LLC has $669.75 million in total holdings as of March 31, 2026.Allen Operations LLC owns shares of 35 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 0.02% of the portfolio was purchased this quarter.About 1.03% of the portfolio was sold this quarter.This quarter, Allen Operations LLC has purchased 35 new stocks and bought additional shares in 2 stocks.Allen Operations LLC sold shares of 2 stocks and completely divested from 0 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $164,565,000Acuity $96,423,702Aurora Innovation $42,786,596Charles Schwab $35,732,606Affirm $33,053,723 Largest Purchases this Quarter PARAMOUNT SKYDANCE CORP 13,304 shares (about $120.00K)FIGMA INC 813 shares (about $17.19K) Largest Sales this Quarter CLEAR Secure 122,655 shares (about $5.94M)Samsara 30,000 shares (about $950.70K) 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$164,565,0000.0%1,125,00024.6%CL AAYIAcuity$96,423,7020.0%344,10014.4%Business ServicesAURAurora Innovation$42,786,5960.0%10,385,0966.4%Business ServicesSCHWCharles Schwab$35,732,6060.0%380,2155.3%FinanceAFRMAffirm$33,053,7230.0%721,3824.9%Computer and TechnologyMAMastercard$32,754,2120.0%65,5534.9%Business ServicesMSFTMicrosoft$32,716,7350.0%88,3834.9%Computer and TechnologyBRK.ABerkshire Hathaway$29,443,7400.0%414.4%FinanceISHARES BITCOIN TRUST ETF$25,749,0840.0%670,2003.8%SHS BEN INTGOOGAlphabet$24,509,6050.0%85,4413.7%Computer and TechnologyGOOGLAlphabet$23,976,7530.0%83,3803.6%Computer and TechnologyYOUCLEAR Secure$17,813,186$5,937,729 â–¼-25.0%367,9652.7%Computer and TechnologyXOMExxonMobil$15,252,4340.0%89,9002.3%EnergyWDAYWorkday$14,550,0010.0%111,9922.2%Computer and TechnologyJOBYJoby Aviation$12,868,1550.0%1,557,8881.9%TransportationIACIAC$12,788,6650.0%319,4771.9%Multi-Sector ConglomeratesKOCocaCola$7,533,0570.0%99,0541.1%Consumer StaplesGE VERNOVA INC$7,321,0120.0%8,3871.1%COMCPNGCoupang$6,136,0000.0%325,0000.9%Retail/WholesaleAMZNAmazon.com$5,085,9530.0%24,4200.8%Retail/WholesaleMETAMeta Platforms$3,880,1860.0%6,7820.6%Computer and TechnologyUNHUnitedHealth Group$3,688,9530.0%13,6330.6%MedicalVVisa$3,526,5360.0%11,6680.5%Business ServicesTEMPUS AI INC$3,464,8020.0%76,6210.5%CL ABRK.BBerkshire Hathaway$3,309,3550.0%6,9060.5%FinanceTDGTransdigm Group$3,203,3650.0%2,7640.5%AerospacePARAMOUNT SKYDANCE CORP$1,633,044$120,002 â–²7.9%181,0470.2%COM CL BANGI INC$1,149,1290.0%167,7560.2%CL A NEWIOTSamsara$1,141,474$950,700 â–¼-45.4%36,0200.2%Computer and TechnologyDIBS1stdibs.com$972,5430.0%176,8260.1%Retail/WholesaleASTERA LABS INC$670,9710.0%6,1220.1%COMRXRXRecursion Pharmaceuticals$668,2070.0%217,6570.1%MedicalBLNDBlend Labs$586,0940.0%344,7610.1%Computer and TechnologyFIGMA INC$414,259$17,187 â–²4.3%19,5960.1%CLASS A COM STKGINKGO BIOWORKS HOLDINGS INC$379,7600.0%61,9510.1%CL A NEWShowing 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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