ALLEN OPERATIONS LLC
ALLEN OPERATIONS LLC reported 33 positions worth $721.7M as of June 30, 2026 (13F filed August 5, 2026). Largest holding: PLTR (18.2%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | PLTR | SH | $131.3M | 18.19% | 1,125,000 | — | — | |
| ▸ 2 | AYI | SH | $129.6M | 17.96% | 344,100 | — | — | |
| ▸ 3 | AUR | SH | $70.8M | 9.81% | 10,385,096 | — | — | |
| ▸ 4 | AFRM | SH | $58.8M | 8.15% | 721,382 | — | — | |
| ▸ 5 | SCHW | SH | $35.1M | 4.86% | 380,215 | — | — | |
| ▸ 6 | MA | SH | $33.7M | 4.66% | 65,553 | — | — | |
| ▸ 7 | MSFT | SH | $33.0M | 4.57% | 88,383 | — | — | |
| ▸ 8 | BRK-A | SH | $30.7M | 4.25% | 41 | — | — | |
| ▸ 9 | GOOG | SH | $30.2M | 4.18% | 85,441 | — | — | |
| ▸ 10 | GOOGL | SH | $29.8M | 4.13% | 83,380 | — | — |
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Frequently Asked Questions
What stocks does ALLEN OPERATIONS LLC hold as of Q2 2026?
ALLEN OPERATIONS LLC reported 33 positions worth $721.7M in its Q2 2026 13F filing. Largest positions: PLTR (18.2%), AYI (18.0%), AUR (9.8%), AFRM (8.2%) and SCHW (4.9%).
What did ALLEN OPERATIONS LLC buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did ALLEN OPERATIONS LLC sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.