ALLEN OPERATIONS LLC

CIK

1389544

Location

NEW YORK, NY

Portfolio Value

Small $600,543,101

Diversification

Diversified

Filing Date

Global Rank

#2,339 / 8,605 ▼ 176 · as of Mar 2026

Top Industry

Software - Infrastructure 34.5%

3Y Alpha vs SPY

+5.8%

Period ended 3 months ago

Filed May 7, 2026 · 2mo

25 quarters · since Mar 2020

Clone Performance

Jul 2023–Jul 2026 · vs SPY

Hypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.

Cloned portfolio

+104.8%

SPY

+76.5%

Annualised alpha

+6.1%

Max drawdown

−28.5%

Estimate. 13F holdings are quarter-lagged and long-only, so the clone rebalances about 45 days after each period end — when the filing becomes public — and excludes options and short positions. Past performance does not predict future results.

Portfolio Concentration

32 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025

Top Position

27.4%

+0.1 pts

Top 5

62.0%

−0.9 pts

Top 10

84.2%

−0.4 pts

HHI

1,250

Diversified−21

Portfolio Trend

25 quarters · across all stocks

Sector Breakdown

As of Mar 31, 2026

Sector	% Portfolio	Value	Positions
Technology	38.7%	$232,457,716	8
Industrials	20.0%	$119,816,233	4
Financial Services	18.0%	$108,376,430	5
Consumer Cyclical	9.0%	$54,008,548	3
Communication Services	7.4%	$44,400,315	6
Unclassified	4.3%	$25,749,084	1
Healthcare	1.4%	$8,201,719	4
Consumer Defensive	1.3%	$7,533,056	1

Last Quarter's Activity

Export CSV

Mar 31, 2026 vs Dec 31, 2025

Added To

Positions the filer increased

2 positions

Ticker	Company	Δ Shares	Shares	Value
PSKY	Paramount Skydance Corp	+13,304	181,047	$1,633,043
FIG	Figma, Inc.	+813	19,596	$414,259
No positions match the current search.

Trimmed

Positions the filer reduced

2 positions

Ticker	Company	Δ Shares	Shares	Value
YOU	Clear Secure, Inc.	−122,655	367,965	$17,813,185
IOT	Samsara Inc.	−30,000	36,020	$1,141,473
No positions match the current search.

New Positions

Positions the filer opened this quarter

No qualifying positions this quarter.

Sold Out

Positions the filer fully exited

No qualifying positions this quarter.

Portfolio Positions

Compact Export CSV View 13F filing

32 positions · $600,543,101 total · as of Mar 31, 2026

All sectors Communication Services Consumer Cyclical Consumer Defensive Financial Services Healthcare Industrials Technology

Ticker	Company	Type	Shares	Δ Shares	Value (USD)	% Δ Value	% of Portfolio
PLTR	Palantir Technologies Inc. Technology	Held	1,125,000	0	$164,565,000	−17.7%	27.40%
AYI	Acuity Inc. (De) Industrials	Held	344,100	0	$96,423,702	−22.2%	16.06%
AUR	Aurora Innovation, Inc. Consumer Cyclical	Held	10,385,096	0	$42,786,595	+7.3%	7.12%
SCHW	Schwab Charles Corp Financial Services	Held	380,215	0	$35,732,605	−5.9%	5.95%
AFRM	Affirm Holdings, Inc. Financial Services	Held	721,382	0	$33,053,723	−38.4%	5.50%
MA	Mastercard Inc Financial Services	Held	65,553	0	$32,754,211	−12.5%	5.45%
MSFT	Microsoft Corp Technology	Held	88,383	0	$32,716,735	−23.5%	5.45%
IBIT	iShares Bitcoin Trust ETF	Held	670,200	0	$25,749,084	−22.6%	4.29%
GOOGL	Alphabet Inc. Communication Services	Held	83,380	0	$23,976,752	−8.1%	3.99%
YOU	Clear Secure, Inc. Technology	Reduced	367,965	-122,655	$17,813,185	+3.5%	2.97%
WDAY	Workday, Inc. Technology	Held	111,992	0	$14,550,000	−39.5%	2.42%
JOBY	Joby Aviation, Inc. Industrials	Held	1,557,888	0	$12,868,154	−37.4%	2.14%
PPLI	People Inc Communication Services	Held	319,477	0	$12,788,664	+2.4%	2.13%
KO	Coca Cola Co Consumer Defensive	Held	99,054	0	$7,533,056	+8.8%	1.25%
GEV	GE Vernova Inc. Industrials	Held	8,387	0	$7,321,012	+33.6%	1.22%
CPNG	Coupang, Inc. Consumer Cyclical	Held	325,000	0	$6,136,000	−20.0%	1.02%
AMZN	Amazon Com Inc Consumer Cyclical	Held	24,420	0	$5,085,953	−9.8%	0.85%
META	Meta Platforms, Inc. Communication Services	Held	6,782	0	$3,880,185	−13.3%	0.65%
UNH	Unitedhealth Group Inc Healthcare	Held	13,633	0	$3,688,953	−18.0%	0.61%
V	Visa Inc. Financial Services	Held	11,668	0	$3,526,536	−13.8%	0.59%
TEM	Tempus AI, Inc. Healthcare	Held	76,621	0	$3,464,801	−23.4%	0.58%
BRK-B	Berkshire Hathaway Inc Financial Services	Held	6,906	0	$3,309,355	−4.7%	0.55%
TDG	TransDigm Group INC Industrials	Held	2,764	0	$3,203,365	−12.9%	0.53%
PSKY	Paramount Skydance Corp Communication Services	Added	181,047	+13,304	$1,633,043	−27.3%	0.27%
ANGI	Angi Inc. Communication Services	Held	167,756	0	$1,149,128	−47.0%	0.19%
IOT	Samsara Inc. Technology	Reduced	36,020	-30,000	$1,141,473	−51.2%	0.19%
DIBS	1stdibs.com, Inc. Communication Services	Held	176,826	0	$972,543	−8.2%	0.16%
ALAB	Astera Labs, Inc. Technology	Held	6,122	0	$670,971	−34.1%	0.11%
RXRX	Recursion Pharmaceuticals, Inc. Healthcare	Held	217,657	0	$668,206	−24.9%	0.11%
BLND	Blend Labs, Inc. Technology	Held	344,761	0	$586,093	−44.1%	0.10%
FIG	Figma, Inc. Technology	Added	19,596	+813	$414,259	−41.0%	0.07%
DNA	Ginkgo Bioworks Holdings, Inc. Healthcare	Held	61,951	0	$379,759	−26.2%	0.06%