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 BLND
Shares Held
Position Value (USD)
19 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $586,093 | 344,761 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $1,048,073 | 344,761 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $1,258,377 | 344,761 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $1,137,711 | 344,761 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $1,154,949 | 344,761 | Shares | Defined | 2025-05-07 | |
| 2024-12-31 | $1,451,443 | 344,761 | Shares | Defined | 2025-02-10 | |
| 2024-09-30 | $1,292,853 | 344,761 | Shares | Defined | 2024-11-07 | |
| 2024-06-30 | $813,635 | 344,761 | Shares | Defined | 2024-08-08 | |
| 2024-03-31 | $1,120,473 | 344,761 | Shares | Defined | 2024-05-07 | |
| 2023-12-31 | $879,140 | 344,761 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $472,322 | 344,761 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $326,488 | 344,761 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $343,381 | 344,761 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $496,455 | 344,761 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $761,921 | 344,761 | Shares | Defined | 2022-11-07 | |
| 2022-06-30 | $813,635 | 344,761 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $1,965,137 | 344,761 | Shares | Defined | 2022-05-05 | |
| 2021-12-31 | $2,530,553 | 344,762 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $4,647,391 | 344,762 | Shares | Defined | 2021-11-05 | |
| No 13F history on record for this holder in this stock. | ||||||