Allen Operations LLC

In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 7, 2024), Allen Operations LLC reported 32 stock positions worth $593.6 million. Its top holding was Acuity (AYI) at 16.0% of the portfolio, followed by Aurora Innovation (AUR, 10.4%) and Palantir Technologies Class A (PLTR, 9.1%). Compared with Q2 2024, it opened 2 new positions, sold out of 3, added to 1 and reduced 2. The biggest buy was a new position in Astera Labs (ALAB) and the biggest sale Alphabet Class C (GOOG, shares −0%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001389544
Portfolio Value
$593.6M (Q3 2024)
SEC Filing
0001214659-24-018528 ↗ filed Nov 7, 2024

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 $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 32 stocks · $593.6M
AYI Acuity Inc. 15.96% 344,100 $94.8M No change
AUR Aurora Innovation Inc. 10.36% 10,385,096 $61.5M No change
PLTR Palantir Technologies Inc. Class A 9.13% 1,456,568 $54.2M No change
CMCSA Comcast Corp. Class A 7.34% 1,043,202 $43.6M No change
MSFT Microsoft Corp. 6.41% 88,383 $38.0M No change
SCHW Schwab (charles) Corp. 5.49% 502,815 $32.6M No change
MA Mastercard Inc. Class A 5.45% 65,553 $32.4M No change
AFRM Affirm Holdings Inc. 4.96% 721,382 $29.4M No change
BRK.A Berkshire Hathaway Inc. Class A 4.77% 41 $28.3M No change
WDAY Workday Inc. Class A 4.61% 111,992 $27.4M No change
GOOG Alphabet Inc. Class C 4.43% 157,121 $26.3M Reduce -0.0%
YOU Clear Secure Inc. Class A 3.65% 654,160 $21.7M Reduce -33.2%
KR Kroger Co. 3.01% 311,490 $17.8M No change
PPLI People Inc. filed as IAC INC 2.90% 319,477 $17.2M No change
GOOGL Alphabet Inc. Class A 2.33% 83,380 $13.8M No change
XOM Exxon Mobil Corp. 1.78% 89,900 $10.5M No change
CPNG Coupang Inc. 1.34% 325,000 $8.0M No change
JOBY Joby Aviation Inc. 1.32% 1,557,888 $7.8M No change
KO The Coca-Cola Co. 1.20% 99,054 $7.1M No change
TEM Tempus AI Inc. Class A 1.04% 109,459 $6.2M No change
TDG Transdigm Group Inc. 0.66% 2,764 $3.9M No change
BRK.B Berkshire Hathaway Inc. Class B 0.54% 6,906 $3.2M No change
RXRX Recursion Pharmaceuticals-A 0.24% 217,657 $1.4M No change
BLND Blend Labs Inc. Class A 0.22% 344,761 $1.3M No change
TXG 10X Genomics Inc. Class A 0.22% 56,600 $1.3M No change
ABSI Absci Corp. 0.15% 236,129 $902K No change
DIBS 1STDIBS.COM Inc. 0.13% 176,826 $780K No change
VMEO Vimeo Inc. 0.12% 139,583 $705K Add +2.2%
V Visa Inc. Class A 0.09% 1,966 $541K No change
DNA Ginkgo Bioworks Holdings Inc. 0.09% 61,954 $505K No change
ALAB Astera Labs Inc. 0.07% 7,363 $386K New
BOLT PROJS HLDGS INC 0.01% 40,289 $33K New

Portfolio Sells Q2 2024 → Q3 2024
GOOG Alphabet Inc. Class C Reduce -0.0% 4.43% −1.21
AGX Argan Inc. Sold out 0.00% −0.47
MTCH Match Group Inc. Sold out 0.00% −0.04
SNTI Senti Biosciences Inc. Sold out 0.00% −0.00
YOU Clear Secure Inc. Class A Reduce -33.2% 3.65% +0.07

Portfolio Buys Q2 2024 → Q3 2024
ALAB Astera Labs Inc. New 0.07% +0.07
VMEO Vimeo Inc. Add +2.2% 0.12% +0.02
BOLT PROJS HLDGS INC New 0.01% +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