ALLEN OPERATIONS LLC
CIK 0001389544 · NEW YORK, NY · Quarter end: 2026-06-30 · Filed on: 2026-08-05 · Open the SEC source ↗
Portfolio Value (AUM)Total value of the fund's US stock portfolio reported to the SEC.
$721.7M
2026 Q2
Positions
33
Top-10 ConcentrationHow much of the portfolio sits in the 10 largest holdings. High = concentrated bets.
80.8%
Est. Net Flow (Q)
—
2026 Q2
Top Holdings
PLTR
PALANTIR TECHNOLOGIES INC
18.2%
AYI
ACUITY INC
18.0%
AUR
AURORA INNOVATION INC
9.8%
AFRM
AFFIRM HLDGS INC
8.2%
SCHW
SCHWAB CHARLES CORP
4.9%
MA
MASTERCARD INCORPORATED
4.7%
MSFT
MICROSOFT CORP
4.6%
BRK-A
BERKSHIRE HATHAWAY INC DEL
4.3%
New / Increased
No prior quarter data
Reduced / Exited
No prior quarter data
Read the 2026-Q2 quarterly report · 13F Filing Calendar
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.