Allen Operations LLC

13F filer · CIK 0001389544

Reported Aug 5, 2026

13F portfolio value$722MU.S. long equity reported on 13F

Positions33Not reported new · Not reported closed

Net flow last quarterNot reportedBuys minus sells

Top 10 positions weight80.8%Concentration

Holdings

13F · last 4 quarters free

Scroll for earlier quarters

Company	Value	% of portfolio	% of company	POSITION CHANGE qoq %	First reported
Q2 2026Reported Aug 5, 202633 positions
PLTRPalantir Technologies Inc.	$131M	18.19%	0.05%	Not reported	Q3 2020
AYIAcuity Inc. (De)	$130M	17.96%	1.15%	Not reported	Q3 2020
AURAurora Innovation, Inc.	$70.8M	9.81%	0.52%	Not reported	Q4 2021
AFRMAffirm Holdings, Inc.	$58.8M	8.15%	1.22%	Not reported	Q1 2021
SCHWSchwab Charles Corp	$35.1M	4.86%	0.02%	Not reported	Q2 2013
MAMastercard Inc	$33.7M	4.66%	0.01%	Not reported	Q2 2013
MSFTMicrosoft Corp	$33M	4.57%	0.00%	Not reported	Q4 2018
BRK.ABerkshire Hathaway Inc	$30.7M	4.25%	Not reported	Not reported	Q2 2013
GOOGAlphabet Inc.	$30.2M	4.18%	Not reported	Not reported	Q4 2015
GOOGLAlphabet Inc.	$29.8M	4.13%	0.00%	Not reported	Q4 2015
IBITiShares Bitcoin Trust ETF	$22.3M	3.09%	0.05%	Not reported	Q1 2025
YOUClear Secure, Inc.	$17.8M	2.46%	0.36%	-13.3%	Q2 2021
PPLIPeople Inc	$14.7M	2.04%	Not reported	Not reported	Q2 2021
JOBYJoby Aviation, Inc.	$13.9M	1.93%	0.16%	Not reported	Q3 2021
WDAYWorkday, Inc.	$13.7M	1.90%	0.05%	Not reported	Q2 2013
GEVGE Vernova Inc.	$9.85M	1.37%	0.00%	Not reported	Q2 2025
KOCoca Cola Co	$8.05M	1.12%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$5.82M	0.81%	0.00%	Not reported	Q3 2016
UNHUnitedhealth Group Inc	$5.67M	0.79%	0.00%	Not reported	Q2 2025
TEMTempus AI, Inc.	$4.44M	0.62%	Not reported	Not reported	Q2 2024
VVisa Inc.	$4M	0.55%	0.00%	Not reported	Q1 2020
METAMeta Platforms, Inc.	$3.82M	0.53%	Not reported	Not reported	Q3 2013
TDGTransDigm Group INC	$3.68M	0.51%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.46M	0.48%	Not reported	Not reported	Q2 2019
PSKYParamount Skydance Corp	$1.79M	0.25%	0.02%	Not reported	Q4 2025
SPCXSpace Exploration Technologies Corp	$1.13M	0.16%	Not reported	New	Q2 2026
ANGIAngi Inc.	$998K	0.14%	Not reported	Not reported	Q2 2025
DIBS1stdibs.com, Inc.	$866K	0.12%	0.53%	Not reported	Q2 2021
RXRXRecursion Pharmaceuticals, Inc.	$799K	0.11%	0.04%	Not reported	Q2 2021
DNAGinkgo Bioworks Holdings, Inc.	$614K	0.09%	0.10%	Not reported	Q3 2021
BLNDBlend Labs, Inc.	$590K	0.08%	0.15%	Not reported	Q3 2021
FIGFigma, Inc.	$420K	0.06%	Not reported	+18.5%	Q3 2025
BKSYBlackSky Technology Inc.	$367K	0.05%	0.03%	New	Q2 2026
Q1 2026Reported May 7, 202635 positions
PLTRPalantir Technologies Inc.	$165M	24.57%	0.05%	Not reported	Q3 2020
AYIAcuity Inc. (De)	$96.4M	14.40%	1.14%	Not reported	Q3 2020
AURAurora Innovation, Inc.	$42.8M	6.39%	0.53%	Not reported	Q4 2021
SCHWSchwab Charles Corp	$35.7M	5.34%	0.02%	Not reported	Q2 2013
AFRMAffirm Holdings, Inc.	$33.1M	4.94%	1.22%	Not reported	Q1 2021
MAMastercard Inc	$32.8M	4.89%	0.01%	Not reported	Q2 2013
MSFTMicrosoft Corp	$32.7M	4.88%	0.00%	Not reported	Q4 2018
BRK.ABerkshire Hathaway Inc	$29.4M	4.40%	Not reported	Not reported	Q2 2013
IBITiShares Bitcoin Trust ETF	$25.7M	3.84%	0.05%	Not reported	Q1 2025
GOOGAlphabet Inc.	$24.5M	3.66%	Not reported	Not reported	Q4 2015
GOOGLAlphabet Inc.	$24M	3.58%	0.00%	Not reported	Q4 2015
YOUClear Secure, Inc.	$17.8M	2.66%	0.42%	-25.0%	Q2 2021
XOMExxonMobil Holdings Corp	$15.3M	2.28%	0.00%	Not reported	Q3 2023
WDAYWorkday, Inc.	$14.6M	2.17%	0.05%	Not reported	Q2 2013
JOBYJoby Aviation, Inc.	$12.9M	1.92%	0.16%	Not reported	Q3 2021
PPLIPeople Inc	$12.8M	1.91%	Not reported	Not reported	Q2 2021
KOCoca Cola Co	$7.53M	1.12%	0.00%	Not reported	Q2 2013
GEVGE Vernova Inc.	$7.32M	1.09%	0.00%	Not reported	Q2 2025
CPNGCoupang, Inc.	$6.14M	0.92%	Not reported	Not reported	Q4 2023
AMZNAmazon Com Inc	$5.09M	0.76%	0.00%	Not reported	Q3 2016
METAMeta Platforms, Inc.	$3.88M	0.58%	Not reported	Not reported	Q3 2013
UNHUnitedhealth Group Inc	$3.69M	0.55%	0.00%	Not reported	Q2 2025
VVisa Inc.	$3.53M	0.53%	0.00%	Not reported	Q1 2020
TEMTempus AI, Inc.	$3.46M	0.52%	Not reported	Not reported	Q2 2024
BRK.BBerkshire Hathaway Inc	$3.31M	0.49%	Not reported	Not reported	Q2 2019
TDGTransDigm Group INC	$3.2M	0.48%	0.00%	Not reported	Q4 2018
PSKYParamount Skydance Corp	$1.63M	0.24%	0.02%	+7.9%	Q4 2025
ANGIAngi Inc.	$1.15M	0.17%	Not reported	Not reported	Q2 2025
IOTSamsara Inc.	$1.14M	0.17%	Not reported	-45.4%	Q2 2025
DIBS1stdibs.com, Inc.	$973K	0.15%	0.50%	Not reported	Q2 2021
ALABAstera Labs, Inc.	$671K	0.10%	0.00%	Not reported	Q3 2024
RXRXRecursion Pharmaceuticals, Inc.	$668K	0.10%	0.04%	Not reported	Q2 2021
BLNDBlend Labs, Inc.	$586K	0.09%	0.14%	Not reported	Q3 2021
FIGFigma, Inc.	$414K	0.06%	Not reported	+4.3%	Q3 2025
DNAGinkgo Bioworks Holdings, Inc.	$380K	0.06%	0.10%	Not reported	Q3 2021
Q4 2025Reported Feb 10, 202635 positions
PLTRPalantir Technologies Inc.	$200M	25.02%	0.05%	-6.3%	Q3 2020
AYIAcuity Inc. (De)	$124M	15.50%	1.12%	Not reported	Q3 2020
AFRMAffirm Holdings, Inc.	$53.7M	6.72%	1.22%	Not reported	Q1 2021
MSFTMicrosoft Corp	$42.7M	5.35%	0.00%	Not reported	Q4 2018
AURAurora Innovation, Inc.	$39.9M	4.99%	0.53%	Not reported	Q4 2021
SCHWSchwab Charles Corp	$38M	4.75%	0.02%	Not reported	Q2 2013
MAMastercard Inc	$37.4M	4.68%	0.01%	Not reported	Q2 2013
IBITiShares Bitcoin Trust ETF	$33.3M	4.16%	0.05%	Not reported	Q1 2025
BRK.ABerkshire Hathaway Inc	$30.9M	3.87%	Not reported	Not reported	Q2 2013
GOOGAlphabet Inc.	$26.8M	3.35%	Not reported	Not reported	Q4 2015
GOOGLAlphabet Inc.	$26.1M	3.27%	0.00%	Not reported	Q4 2015
WDAYWorkday, Inc.	$24.1M	3.01%	0.05%	Not reported	Q2 2013
JOBYJoby Aviation, Inc.	$20.6M	2.57%	0.17%	Not reported	Q3 2021
YOUClear Secure, Inc.	$17.2M	2.15%	0.56%	Not reported	Q2 2021
PPLIPeople Inc	$12.5M	1.56%	Not reported	Not reported	Q2 2021
XOMExxonMobil Holdings Corp	$10.8M	1.35%	0.00%	Not reported	Q3 2023
CPNGCoupang, Inc.	$7.67M	0.96%	Not reported	Not reported	Q4 2023
KOCoca Cola Co	$6.92M	0.87%	0.00%	Not reported	Q2 2013
AMZNAmazon Com Inc	$5.64M	0.71%	0.00%	Not reported	Q3 2016
GEVGE Vernova Inc.	$5.48M	0.69%	0.00%	Not reported	Q2 2025
TEMTempus AI, Inc.	$4.52M	0.57%	Not reported	Not reported	Q2 2024
UNHUnitedhealth Group Inc	$4.5M	0.56%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$4.48M	0.56%	Not reported	Not reported	Q3 2013
VVisa Inc.	$4.09M	0.51%	0.00%	Not reported	Q1 2020
TDGTransDigm Group INC	$3.68M	0.46%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.47M	0.43%	Not reported	Not reported	Q2 2019
PSKYParamount Skydance Corp	$2.25M	0.28%	0.02%	New	Q4 2025
ANGIAngi Inc.	$2.17M	0.27%	Not reported	Not reported	Q2 2025
IOTSamsara Inc.	$1.28M	0.16%	Not reported	+83.3%	Q2 2025
DIBS1stdibs.com, Inc.	$1.06M	0.13%	0.48%	Not reported	Q2 2021
BLNDBlend Labs, Inc.	$1.05M	0.13%	0.13%	Not reported	Q3 2021
ALABAstera Labs, Inc.	$1.02M	0.13%	0.00%	Not reported	Q3 2024
RXRXRecursion Pharmaceuticals, Inc.	$890K	0.11%	0.04%	Not reported	Q2 2021
FIGFigma, Inc.	$702K	0.09%	Not reported	Not reported	Q3 2025
DNAGinkgo Bioworks Holdings, Inc.	$515K	0.06%	0.11%	Not reported	Q3 2021
Q3 2025Reported Nov 6, 202537 positions
PLTRPalantir Technologies Inc.	$219M	26.13%	0.05%	Not reported	Q3 2020
AYIAcuity Inc. (De)	$119M	14.15%	1.12%	Not reported	Q3 2020
AURAurora Innovation, Inc.	$56M	6.68%	0.54%	Not reported	Q4 2021
AFRMAffirm Holdings, Inc.	$52.7M	6.29%	1.22%	Not reported	Q1 2021
MSFTMicrosoft Corp	$45.8M	5.46%	0.00%	Not reported	Q4 2018
IBITiShares Bitcoin Trust ETF	$43.6M	5.20%	0.05%	Not reported	Q1 2025
MAMastercard Inc	$37.3M	4.45%	0.01%	Not reported	Q2 2013
SCHWSchwab Charles Corp	$36.3M	4.33%	0.02%	-13.6%	Q2 2013
BRK.ABerkshire Hathaway Inc	$30.9M	3.69%	Not reported	Not reported	Q2 2013
WDAYWorkday, Inc.	$27M	3.22%	0.05%	Not reported	Q2 2013
JOBYJoby Aviation, Inc.	$25.1M	3.00%	0.18%	Not reported	Q3 2021
GOOGAlphabet Inc.	$20.8M	2.48%	Not reported	Not reported	Q4 2015
GOOGLAlphabet Inc.	$20.3M	2.42%	0.00%	Not reported	Q4 2015
YOUClear Secure, Inc.	$16.4M	1.96%	0.56%	Not reported	Q2 2021
PPLIPeople Inc	$10.9M	1.30%	Not reported	Not reported	Q2 2021
CPNGCoupang, Inc.	$10.5M	1.25%	Not reported	Not reported	Q4 2023
XOMExxonMobil Holdings Corp	$10.1M	1.21%	0.00%	Not reported	Q3 2023
KOCoca Cola Co	$6.57M	0.78%	0.00%	Not reported	Q2 2013
TEMTempus AI, Inc.	$6.18M	0.74%	Not reported	Not reported	Q2 2024
AMZNAmazon Com Inc	$5.36M	0.64%	0.00%	Not reported	Q3 2016
GEVGE Vernova Inc.	$5.16M	0.62%	0.00%	Not reported	Q2 2025
METAMeta Platforms, Inc.	$4.98M	0.59%	Not reported	Not reported	Q3 2013
UNHUnitedhealth Group Inc	$4.71M	0.56%	0.00%	Not reported	Q2 2025
VVisa Inc.	$3.98M	0.48%	0.00%	Not reported	Q1 2020
TDGTransDigm Group INC	$3.64M	0.43%	0.00%	Not reported	Q4 2018
BRK.BBerkshire Hathaway Inc	$3.47M	0.41%	Not reported	Not reported	Q2 2019
ANGIAngi Inc.	$2.73M	0.33%	Not reported	Not reported	Q2 2025
IOTSamsara Inc.	$1.34M	0.16%	Not reported	+53.2%	Q2 2025
BLNDBlend Labs, Inc.	$1.26M	0.15%	0.13%	Not reported	Q3 2021
ALABAstera Labs, Inc.	$1.2M	0.14%	0.00%	-50.0%	Q3 2024
VMEOVimeo, Inc.	$1.08M	0.13%	Not reported	Not reported	Q2 2021
RXRXRecursion Pharmaceuticals, Inc.	$1.06M	0.13%	0.04%	Not reported	Q2 2021
FIGFigma, Inc.	$974K	0.12%	Not reported	New	Q3 2025
DNAGinkgo Bioworks Holdings, Inc.	$903K	0.11%	0.11%	Not reported	Q3 2021
RBRKRubrik, Inc.	$880K	0.11%	Not reported	New	Q3 2025
ABSIAbsci Corp	$718K	0.09%	0.16%	Not reported	Q3 2022
DIBS1stdibs.com, Inc.	$458K	0.05%	0.48%	Not reported	Q2 2021

Premium opens every quarter this fund has filed