ALLEN OPERATIONS LLC
Top Portfolio Positions
32 positions ·
$612,486,180 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 | 26.87% | |
| AYI |
Acuity Inc. (De)
Industrials
|
344,100 | $96,423,702 | 15.74% | |
| AUR |
Aurora Innovation, Inc.
Consumer Cyclical
|
10,385,096 | $42,786,595 | 6.99% | |
| SCHW |
Schwab Charles Corp
Financial Services
|
380,215 | $35,732,605 | 5.83% | |
| AFRM |
Affirm Holdings, Inc.
Financial Services
|
721,382 | $33,053,723 | 5.40% | |
| MA |
Mastercard Inc
Financial Services
|
65,553 | $32,754,211 | 5.35% | |
| MSFT |
Microsoft Corp
Technology
|
88,383 | $32,716,735 | 5.34% | |
| IBIT |
iShares Bitcoin Trust ETF
|
670,200 | $25,749,084 | 4.20% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
83,380 | $23,976,752 | 3.91% | |
| YOU |
Clear Secure, Inc.
Technology
|
367,965 | $17,813,185 | 2.91% |
Portfolio Trend
Holdings in DNA
Shares Held
Position Value (USD)
7 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $379,759 | 61,951 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $514,812 | 61,951 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $903,245 | 61,951 | Shares | Defined | 2025-11-06 | |
| 2025-06-30 | $696,948 | 61,951 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $353,120 | 61,951 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $608,358 | 61,951 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $504,925 | 61,954 | Shares | Defined | 2024-11-07 | |
| No 13F history on record for this holder in this stock. | ||||||