Allen Operations LLC Holdings & Portfolio - 13F Filings Analysis - Stocknear

Allen Operations LLC

CIK Number: 0001389544

727.01M
Market Value
30
# of Holdings
19 months
Avg. Holding Period
Win Rate
Peformance 3-Years

Filing Date: May 7, 2025

Rank Symbol Name Price % Change Shares % Change Shares Market Value Avg. Price Paid % Weight Asset Type
1 PLTR Palantir Techno...
156.14
+0.80% 1.2M -17.61% 101.28M 10.19 16.66% Share
2 AYI Acuity Brands, ...
339.24
+2.07% 344.1K 0.00% 90.62M 143.43 14.91% Share
3 AUR Aurora Innovati...
5.59
-1.24% 10.39M 0.00% 69.84M 10.04 11.49% Share
4 MA Mastercard Inco...
595.48
+0.37% 65.55K 0.00% 35.93M 45.65 5.91% Share
5 SCHW The Charles Sch...
97.63
+1.47% 440.1K 0.00% 34.45M 21.46 5.67% Share
6 MSFT Microsoft Corpo...
507.97
+0.52% 88.38K 0.00% 33.18M 228.87 5.46% Share
7 BRK-A Berkshire Hatha...
759781.00
+1.06% 41 0.00% 32.74M 121900 5.38% Share
8 AFRM Affirm Holdings...
89.66
+5.10% 721.38K 0.00% 32.6M 71.23 5.36% Share
9 IBIT iShares Bitcoin...
62.35
-2.23% 670.2K +100.00% 31.37M 46.81 5.16% Share
10 WDAY Workday, Inc.
231.13
-0.99% 111.99K 0.00% 26.15M 54.5 4.30% Share
11 GOOG Alphabet Inc.
232.66
+0.68% 157.12K +9.60% 24.55M 62.5 4.04% Share
12 IAC IAC InterActive...
36.79
+1.38% 319.48K 0.00% 14.68M 117.79 2.41% Share
13 GOOGL Alphabet Inc.
232.30
+0.71% 83.38K 0.00% 12.89M 38.92 2.12% Share
14 YOU Clear Secure, I...
35.53
-1.31% 490.62K 0.00% 12.71M 40 2.09% Share
15 XOM Exxon Mobil Cor...
112.42
+0.46% 89.9K 0.00% 10.69M 117.27 1.76% Share
16 JOBY Joby Aviation, ...
13.11
+0.50% 1.56M 0.00% 9.38M 10.06 1.54% Share
17 CPNG Coupang, Inc.
28.73
+1.38% 325K 0.00% 7.13M 16.19 1.17% Share
18 KO The Coca-Cola C...
68.25
-1.07% 99.05K -39.93% 7.09M 51.64 1.17% Share
19 V Visa Inc.
350.54
-0.09% 11.67K 0.00% 4.09M 295.69 0.67% Share
20 TDG TransDigm Group...
1280.68
+0.17% 2.76K 0.00% 3.82M 340.06 0.63% Share
21 TEM Tempus AI, Inc.
78.12
+2.41% 76.62K -30% 3.7M 33.34 0.61% Share
22 BRK-B Berkshire Hatha...
506.82
+1.06% 6.91K 0.00% 3.68M 214.62 0.60% Share
23 BLND Blend Labs, Inc...
3.65
+6.87% 344.76K 0.00% 1.15M 13.48 0.19% Share
24 RXRX Recursion Pharm...
4.52
-2.38% 217.66K 0.00% 1.15M 23.19 0.19% Share
25 VMEO Vimeo, Inc.
4.27
+1.91% 139.58K 0.00% 734.21K 48.06 0.12% Share
26 ALAB Astera Labs, In...
187.95
+6.42% 12.24K 0.00% 730.6K 84.31 0.12% Share
27 ABSI Absci Corporati...
2.40
+0.84% 236.13K 0.00% 592.68K 3.13 0.10% Share
28 DIBS 1stdibs.Com, In...
2.76
+0.36% 176.83K 0.00% 537.55K 34.81 0.09% Share
29 DNA Ginkgo Bioworks...
11.68
+3.13% 61.95K 0.00% 353.12K 8.15 0.06% Share
30 BSLK Bolt Projects H...
4.25
+47.06% 40.29K 0.00% 123.7K 0.81958 0.02% Share