Allen Operations LLC

In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 5, 2026), Allen Operations LLC reported 33 stock positions worth $721.7 million. Its top holding was Palantir Technologies Class A (PLTR) at 18.2% of the portfolio, followed by Acuity (AYI, 18.0%) and Aurora Innovation (AUR, 9.8%). Compared with Q1 2026, it opened 2 new positions, sold out of 4, added to 1 and reduced 1. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale an exit from Exxon Mobil (XOM).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001389544
Portfolio Value
$721.7M (Q2 2026)
SEC Filing
0001214659-26-009634 ↗ filed Aug 5, 2026

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $526.6M Q1 2024 Q2 2024: $511.0M Q2 2024 Q3 2024: $593.6M Q3 2024 Q4 2024: $630.7M Q4 2024 Q1 2025: $607.9M Q1 2025 Q2 2025: $727.0M Q2 2025 Q3 2025: $837.7M Q3 2025 Q4 2025: $799.2M Q4 2025 Q1 2026: $669.7M Q1 2026 Q2 2026: $721.7M $721.7M Q2 2026

Holdings 33 stocks · $721.7M
PLTR Palantir Technologies Inc. Class A 18.19% 1,125,000 $131.3M No change
AYI Acuity Inc. 17.96% 344,100 $129.6M No change
AUR Aurora Innovation Inc. 9.81% 10,385,096 $70.8M No change
AFRM Affirm Holdings Inc. 8.15% 721,382 $58.8M No change
SCHW Schwab (charles) Corp. 4.86% 380,215 $35.1M No change
MA Mastercard Inc. Class A 4.66% 65,553 $33.7M No change
MSFT Microsoft Corp. 4.57% 88,383 $33.0M No change
BRK.A Berkshire Hathaway Inc. Class A 4.25% 41 $30.7M No change
GOOG Alphabet Inc. Class C 4.18% 85,441 $30.2M No change
GOOGL Alphabet Inc. Class A 4.13% 83,380 $29.8M No change
IBIT iShares Bitcoin Trust ETF 3.09% 670,200 $22.3M No change
YOU Clear Secure Inc. Class A 2.46% 318,965 $17.8M Reduce -13.3%
PPLI People Inc. 2.04% 319,477 $14.7M No change
JOBY Joby Aviation Inc. 1.93% 1,557,888 $13.9M No change
WDAY Workday Inc. Class A 1.90% 111,992 $13.7M No change
GEV GE Vernova Inc. 1.37% 8,387 $9.9M No change
KO The Coca-Cola Co. 1.12% 99,054 $8.1M No change
AMZN Amazon.com Inc. 0.81% 24,420 $5.8M No change
UNH Unitedhealth Group Inc. 0.79% 13,633 $5.7M No change
TEM Tempus AI Inc. Class A 0.61% 76,621 $4.4M No change
V Visa Inc. Class A 0.55% 11,668 $4.0M No change
META Meta Platforms Inc. Class A 0.53% 6,782 $3.8M No change
TDG Transdigm Group Inc. 0.51% 2,764 $3.7M No change
BRK.B Berkshire Hathaway Inc. Class B 0.48% 6,906 $3.5M No change
PSKY Paramount Skydance Class B 0.25% 181,047 $1.8M No change
SPCX Space Exploration Techn Class A 0.16% 6,620 $1.1M New
ANGI Angi Inc. 0.14% 167,756 $998K No change
DIBS 1STDIBS.COM Inc. 0.12% 176,826 $866K No change
RXRX Recursion Pharmaceuticals-A 0.11% 217,657 $799K No change
DNA Ginkgo Bioworks Holdings Inc. 0.09% 61,951 $614K No change
BLND Blend Labs Inc. Class A 0.08% 344,761 $590K No change
FIG Figma Inc. Class A 0.06% 23,214 $420K Add +18.5%
BKSY Blacksky Technology Inc. 0.05% 13,133 $367K New

Portfolio Sells Q1 2026 → Q2 2026
XOM Exxon Mobil Corp. Sold out 0.00% −2.28
CPNG Coupang Inc. Sold out 0.00% −0.92
YOU Clear Secure Inc. Class A Reduce -13.3% 2.46% −0.20
IOT Samsara Inc. Class A Sold out 0.00% −0.17
ALAB Astera Labs Inc. Sold out 0.00% −0.10

Portfolio Buys Q1 2026 → Q2 2026
SPCX Space Exploration Techn Class A New 0.16% +0.16
BKSY Blacksky Technology Inc. New 0.05% +0.05
FIG Figma Inc. Class A Add +18.5% 0.06% −0.00

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 33$721.7MPLTR, AYI, AUR, AFRM, SCHW
Q1 2026 35$669.7MPLTR, AYI, AUR, SCHW, AFRM
Q4 2025 35$799.2MPLTR, AYI, AFRM, MSFT, AUR
Q3 2025 37$837.7MPLTR, AYI, AUR, AFRM, MSFT
Q2 2025 34$727.0MPLTR, AYI, AUR, AFRM, MSFT
Q1 2025 30$607.9MPLTR, AYI, AUR, MA, SCHW
Q4 2024 30$630.7MPLTR, AYI, AUR, AFRM, MSFT
Q3 2024 32$593.6MAYI, AUR, PLTR, CMCSA, MSFT
Q2 2024 33$511.0MAYI, CMCSA, MSFT, SCHW, PLTR
Q1 2024 33$526.6MAYI, CMCSA, MSFT, SCHW, PLTR