ALLEN OPERATIONS LLC
Top Portfolio Positions
33 positions ·
$615,795,535 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| PLTR |
Palantir Technologies Inc.
Technology
|
1,125,000 | $164,565,000 | 26.72% | |
| AYI |
Acuity Inc. (De)
Industrials
|
344,100 | $96,423,702 | 15.66% | |
| AUR |
Aurora Innovation, Inc.
Consumer Cyclical
|
10,385,096 | $42,786,595 | 6.95% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
380,215 | $35,732,605 | 5.80% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
721,382 | $33,053,723 | 5.37% | |
| MA |
Mastercard Inc
Financial Services
|
65,553 | $32,754,211 | 5.32% | |
| MSFT |
Microsoft Corp
Technology
|
88,383 | $32,716,735 | 5.31% | |
| IBIT |
iShares Bitcoin Trust ETF
|
670,200 | $25,749,084 | 4.18% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
83,380 | $23,976,752 | 3.89% | |
| YOU |
Clear Secure, Inc.
Technology
|
367,965 | $17,813,185 | 2.89% |
Portfolio Trend
25 quarters · across all stocks
Holdings in AFRM
Shares Held
Position Value (USD)
21 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $33,053,723 | 721,382 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $53,692,462 | 721,382 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $52,718,596 | 721,382 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $49,876,351 | 721,382 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $32,599,252 | 721,382 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $43,932,163 | 721,382 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $29,446,813 | 721,382 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $21,792,950 | 721,382 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $26,878,693 | 721,382 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $35,448,711 | 721,382 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $15,343,795 | 721,382 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $11,058,786 | 721,382 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $8,129,975 | 721,382 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $6,975,763 | 721,382 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $13,533,126 | 721,382 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $13,028,158 | 721,382 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $33,385,558 | 721,382 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $72,542,173 | 721,382 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $85,390,239 | 716,782 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $47,948,822 | 711,935 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $50,318,623 | 711,519 | Shares | Defined | 2021-05-17 | |
| No 13F history on record for this holder in this stock. | ||||||