ALLEN OPERATIONS LLC
Regulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the S&P 500 as of 2026-06-30, active share 83.5%; sector active share 30.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio Concentration
33 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 27.3% | $196,717,837 |
| Financial Services | 23.0% | $165,740,877 |
| Industrials | 22.0% | $158,538,140 |
| Communication Services | 11.4% | $82,203,386 |
| Consumer Cyclical | 10.6% | $76,646,616 |
| Unclassified | 3.1% | $22,310,958 |
| Healthcare | 1.6% | $11,517,672 |
| Consumer Defensive | 1.1% | $8,050,118 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| FIG | Figma, Inc. | +3,618 | 23,214 | $419,941 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| YOU | Clear Secure, Inc. | −49,000 | 318,965 | $17,775,919 | |
| No positions match the current search. | |||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
Held | 1,125,000 | $131,253,750 | 18.19% | |
| AYI |
Acuity Inc. (De)
Industrials
|
Held | 344,100 | $129,608,706 | 17.96% | |
| AUR |
Aurora Innovation, Inc.
Consumer Cyclical
|
Held | 10,385,096 | $70,826,354 | 9.81% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
Held | 721,382 | $58,828,702 | 8.15% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
Held | 380,215 | $35,082,438 | 4.86% | |
| MA |
Mastercard Inc
Financial Services
|
Held | 65,553 | $33,668,020 | 4.66% | |
| MSFT |
Microsoft Corp
Technology
|
Held | 88,383 | $32,968,626 | 4.57% | |
| BRK-A |
Berkshire Hathaway Inc
Financial Services
|
Held | 41 | $30,702,850 | 4.25% | |
| GOOG |
Alphabet Inc.
Communication Services
|
Held | 85,441 | $30,188,868 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Held | 83,380 | $29,797,510 | 4.13% | |
| IBIT |
iShares Bitcoin Trust ETF
|
Held | 670,200 | $22,310,958 | 3.09% | |
| YOU |
Clear Secure, Inc.
Technology
|
Reduced | 318,965 | $17,775,919 | 2.46% | |
| PPLI |
People Inc
Communication Services
|
Held | 319,477 | $14,747,058 | 2.04% | |
| JOBY |
Joby Aviation, Inc.
Industrials
|
Held | 1,557,888 | $13,896,360 | 1.93% | |
| WDAY |
Workday, Inc.
Technology
|
Held | 111,992 | $13,710,060 | 1.90% | |
| GEV |
GE Vernova Inc.
Industrials
|
Held | 8,387 | $9,853,550 | 1.37% | |
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 99,054 | $8,050,118 | 1.12% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Held | 24,420 | $5,820,262 | 0.81% | |
| UNH |
Unitedhealth Group Inc
Healthcare
|
Held | 13,633 | $5,666,283 | 0.79% | |
| TEM |
Tempus AI, Inc.
Healthcare
|
Held | 76,621 | $4,438,654 | 0.62% | |
| V |
Visa Inc.
Financial Services
|
Held | 11,668 | $4,003,174 | 0.55% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Held | 6,782 | $3,820,232 | 0.53% | |
| TDG |
TransDigm Group INC
Industrials
|
Held | 2,764 | $3,681,758 | 0.51% | |
| BRK-B |
Berkshire Hathaway Inc
Financial Services
|
Held | 6,906 | $3,455,693 | 0.48% | |
| SKYD |
Skydance Corp
Communication Services
|
Held | 181,047 | $1,785,123 | 0.25% | |
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 6,620 | $1,131,093 | 0.16% | |
| ANGI |
Angi Inc.
Communication Services
|
Held | 167,756 | $998,148 | 0.14% | |
| DIBS |
1stdibs.com, Inc.
Communication Services
|
Held | 176,826 | $866,447 | 0.12% | |
| RXRX |
Recursion Pharmaceuticals, Inc.
Healthcare
|
Held | 217,657 | $798,801 | 0.11% | |
| DNA |
Ginkgo Bioworks Holdings, Inc.
Healthcare
|
Held | 61,951 | $613,934 | 0.09% | |
| BLND |
Blend Labs, Inc.
Technology
|
Held | 344,761 | $589,541 | 0.08% | |
| FIG |
Figma, Inc.
Technology
|
Added | 23,214 | $419,941 | 0.06% | |
| BKSY |
BlackSky Technology Inc.
Industrials
|
NEW | 13,133 | $366,673 | 0.05% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.