Allen Operations LLC

In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 8, 2024), Allen Operations LLC reported 33 stock positions worth $511.0 million. Its top holding was Acuity (AYI) at 16.3% of the portfolio, followed by Comcast Class A (CMCSA, 8.0%) and Microsoft (MSFT, 7.7%). Compared with Q1 2024, it opened 1 new position, sold out of 1, added to 3 and reduced 1. The biggest buy was Alphabet Class C (GOOG, shares +0%) and the biggest sale an exit from Coinbase Global Class A (COIN).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001389544
Portfolio Value
$511.0M (Q2 2024)
SEC Filing
0001214659-24-014097 ↗ filed Aug 8, 2024

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $526.6M Q1 2024 Q2 2024: $511.0M $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 Q2 2026

Holdings 33 stocks · $511.0M
AYI Acuity Inc. 16.26% 344,100 $83.1M No change
CMCSA Comcast Corp. Class A 7.99% 1,043,202 $40.9M No change
MSFT Microsoft Corp. 7.73% 88,383 $39.5M No change
SCHW Schwab (charles) Corp. 7.25% 502,815 $37.1M No change
PLTR Palantir Technologies Inc. Class A 7.22% 1,456,568 $36.9M No change
MA Mastercard Inc. Class A 5.66% 65,553 $28.9M No change
GOOG Alphabet Inc. Class C 5.64% 157,130 $28.8M Add +0.0%
AUR Aurora Innovation Inc. 5.63% 10,385,096 $28.8M No change
BRK.A Berkshire Hathaway Inc. Class A 4.91% 41 $25.1M No change
WDAY Workday Inc. Class A 4.90% 111,992 $25.0M No change
AFRM Affirm Holdings Inc. 4.26% 721,382 $21.8M No change
YOU Clear Secure Inc. Class A 3.59% 979,160 $18.3M No change
KR Kroger Co. 3.04% 311,490 $15.6M Add +44.6%
GOOGL Alphabet Inc. Class A 2.97% 83,380 $15.2M No change
PPLI People Inc. filed as IAC INC 2.93% 319,477 $15.0M No change
XOM Exxon Mobil Corp. 2.03% 89,900 $10.3M No change
JOBY Joby Aviation Inc. 1.55% 1,557,888 $7.9M No change
CPNG Coupang Inc. 1.33% 325,000 $6.8M No change
KO The Coca-Cola Co. 1.23% 99,054 $6.3M No change
TEM Tempus AI Inc. Class A 0.75% 109,459 $3.8M New
TDG Transdigm Group Inc. 0.69% 2,764 $3.5M No change
BRK.B Berkshire Hathaway Inc. Class B 0.55% 6,906 $2.8M No change
AGX Argan Inc. 0.47% 32,800 $2.4M No change
RXRX Recursion Pharmaceuticals-A 0.32% 217,657 $1.6M No change
TXG 10X Genomics Inc. Class A 0.22% 56,600 $1.1M No change
DNA Ginkgo Bioworks Holdings Inc. 0.16% 2,478,098 $828K No change
BLND Blend Labs Inc. Class A 0.16% 344,761 $814K No change
DIBS 1STDIBS.COM Inc. 0.16% 176,826 $794K No change
ABSI Absci Corp. 0.14% 236,129 $727K No change
VMEO Vimeo Inc. 0.10% 136,583 $521K Reduce -2.1%
V Visa Inc. Class A 0.10% 1,966 $516K No change
MTCH Match Group Inc. 0.04% 7,312 $221K Add +0.4%
SNTI Senti Biosciences Inc. 0.00% 21,443 $6K No change

Portfolio Sells Q1 2024 → Q2 2024
COIN Coinbase Global Inc. Class A Sold out 0.00% −0.04
VMEO Vimeo Inc. Reduce -2.1% 0.10% −0.01

Portfolio Buys Q1 2024 → Q2 2024
GOOG Alphabet Inc. Class C Add +0.0% 5.64% +1.10
TEM Tempus AI Inc. Class A New 0.75% +0.75
KR Kroger Co. Add +44.6% 3.04% +0.71
MTCH Match Group Inc. Add +0.4% 0.04% −0.01

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