ALLEN OPERATIONS LLC
Filing Date
Global Rank
#2,339
/ 8,586
▼ 186
Top Industry
Software - Infrastructure
33.6%
3Y Alpha vs SPY
+3.8%
Period ended 3 months ago
Filed May 7, 2026 · 40d
25 quarters · since Mar 2020
Clone Performance
Jun 2023–Jun 2026 · vs SPYHypothetical growth of cloning every reported 13F position and rebalancing on each filing, indexed to the same start.
Cloned portfolio
+95.5%
SPY
+78.1%
Annualised alpha
+3.8%
Max drawdown
−28.2%
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
33 positions · as of Mar 31, 2026 · Δ vs Dec 31, 2025Top Position
26.7%
−0.2 pts
Top 5
60.5%
−1.5 pts
Top 10
82.1%
−1.3 pts
HHI
1,195
Diversified−41
Portfolio Trend
25 quarters · across all stocks
Sector Breakdown
As of Mar 31, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Technology | 37.7% | $232,457,716 |
| Industrials | 19.5% | $119,816,233 |
| Financial Services | 17.6% | $108,376,430 |
| Consumer Cyclical | 8.8% | $54,008,548 |
| Communication Services | 7.2% | $44,400,315 |
| Unclassified | 4.2% | $25,749,084 |
| Energy | 2.5% | $15,252,434 |
| Healthcare | 1.3% | $8,201,719 |
| Consumer Defensive | 1.2% | $7,533,056 |
Last Quarter's Activity
Export CSVNew Positions
Positions the filer opened this quarterNo qualifying positions this quarter.
Sold Out
Positions the filer fully exitedNo qualifying positions this quarter.
1 positions ·
$7,533,056 total
· Consumer Defensive only
· as of Mar 31, 2026
All sectors
Communication Services
Consumer Cyclical
Consumer Defensive
Energy
Financial Services
Healthcare
Industrials
Technology
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| KO |
Coca Cola Co
Consumer Defensive
|
Held | 99,054 | $7,533,056 | 100.00% |