Allen Operations LLC
Allen Operations LLC reported 33 US-listed holdings worth $721.7 million in its 13F for the quarter ended 30 June 2026, filed 5 August 2026. Its largest: Palantir Technologies Inc. (18.2%), Acuity Inc. (De) (18.0%) and Aurora Innovation Inc. (9.8%). Against the quarter before, it opened 2 positions, added to 1, trimmed 1 and sold out of 4.
The 14 largest of its 33 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What its reported holdings returned
Held through each quarter, the holdings it reported returned +40.2% over the 7 quarters to 30 June 2026, against +30.2% for the S&P 500.
Not the fund's own return: each 13F's holdings are kept unchanged until the next one, so trades inside a quarter, dividends, cash and fees are left out. A rough guide to how its picks have done over time.
What it did on the quarter
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 2
- Space Exploration Techn Corp. Class A Com STK SPCX$1.1 million
- Blacksky Technology Inc. BKSY$366,673
Added to 1
- Figma Inc. FIG+3,618 shares · +18%
Trimmed 1
- Clear Secure, Inc. YOU-49,000 shares · -13%
Sold out of 4
- ExxonMobil Holdings Corp. XOM$15.3 million last quarter
- Coupang Inc. Class A CPNG$6.1 million last quarter
- Samsara Inc. IOT$1.1 million last quarter
- Astera Labs Inc. ALAB$670,971 last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Palantir Technologies Inc. PLTR | 1.1M | $131.3 million | 18.19% | no change |
| Acuity Inc. (De) AYI | 344.1K | $129.6 million | 17.96% | no change |
| Aurora Innovation Inc. AUR | 10.4M | $70.8 million | 9.81% | no change |
| Affirm Hldgs Inc. AFRM | 721.4K | $58.8 million | 8.15% | no change |
| Charles Schwab Corp. SCHW | 380.2K | $35.1 million | 4.86% | no change |
| Mastercard Inc. MA | 65.6K | $33.7 million | 4.66% | no change |
| Microsoft Corp. MSFT | 88.4K | $33.0 million | 4.57% | no change |
| Berkshire Hathaway Inc. Del | 41 | $30.7 million | 4.25% | no change |
| Alphabet Inc. GOOG | 85.4K | $30.2 million | 4.18% | no change |
| Alphabet Inc. GOOGL | 83.4K | $29.8 million | 4.13% | no change |
| iShares Bitcoin Trust ETF IBIT | 670.2K | $22.3 million | 3.09% | no change |
| Clear Secure, Inc. YOU | 319.0K | $17.8 million | 2.46% | -49.0K |
| People Inc. PPLI | 319.5K | $14.7 million | 2.04% | no change |
| Joby Aviation Inc. JOBY | 1.6M | $13.9 million | 1.93% | no change |
| Workday, Inc. WDAY | 112.0K | $13.7 million | 1.90% | no change |
| GE Vernova Inc. GEV | 8.4K | $9.9 million | 1.37% | no change |
| Coca-Cola Co. KO | 99.1K | $8.1 million | 1.12% | no change |
| Amazon.com Inc. AMZN | 24.4K | $5.8 million | 0.81% | no change |
| UnitedHealth Group Inc. UNH | 13.6K | $5.7 million | 0.79% | no change |
| Tempus Ai Inc. TEM | 76.6K | $4.4 million | 0.62% | no change |
| Visa Inc. V | 11.7K | $4.0 million | 0.55% | no change |
| Meta Platforms, Inc. META | 6.8K | $3.8 million | 0.53% | no change |
| TransDigm Group Inc. TDG | 2.8K | $3.7 million | 0.51% | no change |
| Berkshire Hathaway Inc. Class B BRKB | 6.9K | $3.5 million | 0.48% | no change |
| Skydance Corp. PSKY | 181.0K | $1.8 million | 0.25% | no change |
| Space Exploration Techn Corp. Class A Com STK SPCX | 6.6K | $1.1 million | 0.16% | new |
| Angi Inc. ANGI | 167.8K | $998,148 | 0.14% | no change |
| 1STDIBS Com Inc. DIBS | 176.8K | $866,447 | 0.12% | no change |
| Recursion Pharmaceuticals in RXRX | 217.7K | $798,801 | 0.11% | no change |
| Ginkgo Bioworks Holdings Inc DNA | 62.0K | $613,935 | 0.09% | no change |
| Blend Labs Inc. BLND | 344.8K | $589,541 | 0.08% | no change |
| Figma Inc. FIG | 23.2K | $419,942 | 0.06% | +3.6K |
| Blacksky Technology Inc. BKSY | 13.1K | $366,673 | 0.05% | new |