Allen Operations LLC
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 10, 2025), Allen Operations LLC reported 30 stock positions worth $630.7 million. Its top holding was Palantir Technologies Class A (PLTR) at 17.5% of the portfolio, followed by Acuity (AYI, 15.9%) and Aurora Innovation (AUR, 10.4%). Compared with Q3 2024, it sold out of 2, added to 3 and reduced 4. The biggest buy was Visa Class A (V, shares +493%) and the biggest sale an exit from Comcast Class A (CMCSA).
- Most Recent 13F
- Q2 2026
- Location
- NEW YORK, NY
- CIK
- 0001389544
- Portfolio Value
- $630.7M (Q4 2024)
- SEC Filing
- 0001214659-25-002273 ↗ filed Feb 10, 2025
Holdings Value
Holdings 30 stocks · $630.7M
| PLTR Palantir Technologies Inc. Class A | 17.47% | 1,456,568 | $110.2M | No change |
| AYI Acuity Inc. | 15.94% | 344,100 | $100.5M | No change |
| AUR Aurora Innovation Inc. | 10.37% | 10,385,096 | $65.4M | No change |
| AFRM Affirm Holdings Inc. | 6.97% | 721,382 | $43.9M | No change |
| MSFT Microsoft Corp. | 5.91% | 88,383 | $37.3M | No change |
| MA Mastercard Inc. Class A | 5.47% | 65,553 | $34.5M | No change |
| SCHW Schwab (charles) Corp. | 5.16% | 440,097 | $32.6M | Reduce -12.5% |
| GOOG Alphabet Inc. Class C | 4.74% | 143,361 | $29.9M | Reduce -8.8% |
| WDAY Workday Inc. Class A | 4.58% | 111,992 | $28.9M | No change |
| BRK.A Berkshire Hathaway Inc. Class A | 4.43% | 41 | $27.9M | No change |
| KR Kroger Co. | 3.02% | 311,490 | $19.0M | No change |
| GOOGL Alphabet Inc. Class A | 2.50% | 83,380 | $15.8M | No change |
| PPLI People Inc. filed as IAC INC | 2.19% | 319,477 | $13.8M | No change |
| YOU Clear Secure Inc. Class A | 2.07% | 490,620 | $13.1M | Reduce -25.0% |
| JOBY Joby Aviation Inc. | 2.01% | 1,557,888 | $12.7M | No change |
| XOM Exxon Mobil Corp. | 1.53% | 89,900 | $9.7M | No change |
| CPNG Coupang Inc. | 1.13% | 325,000 | $7.1M | No change |
| KO The Coca-Cola Co. | 0.98% | 164,908 | $6.2M | Add +66.5% |
| TEM Tempus AI Inc. Class A | 0.59% | 109,459 | $3.7M | No change |
| V Visa Inc. Class A | 0.58% | 11,668 | $3.7M | Add +493.5% |
| TDG Transdigm Group Inc. | 0.56% | 2,764 | $3.5M | No change |
| BRK.B Berkshire Hathaway Inc. Class B | 0.50% | 6,906 | $3.1M | No change |
| VMEO Vimeo Inc. | 0.28% | 139,583 | $1.8M | No change |
| ALAB Astera Labs Inc. | 0.26% | 12,244 | $1.6M | Add +66.3% |
| RXRX Recursion Pharmaceuticals-A | 0.23% | 217,657 | $1.5M | No change |
| BLND Blend Labs Inc. Class A | 0.23% | 344,761 | $1.5M | No change |
| DIBS 1STDIBS.COM Inc. | 0.10% | 176,826 | $626K | No change |
| ABSI Absci Corp. | 0.10% | 236,129 | $619K | No change |
| DNA Ginkgo Bioworks Holdings Inc. | 0.10% | 61,951 | $608K | Reduce 0.0% |
| BOLT PROJS HLDGS INC | 0.00% | 40,289 | $19K | No change |
Portfolio Sells Q3 2024 → Q4 2024
| CMCSA Comcast Corp. Class A | Sold out | 0.00% | −7.34 |
| YOU Clear Secure Inc. Class A | Reduce -25.0% | 2.07% | −1.58 |
| SCHW Schwab (charles) Corp. | Reduce -12.5% | 5.16% | −0.33 |
| TXG 10X Genomics Inc. Class A | Sold out | 0.00% | −0.22 |
| DNA Ginkgo Bioworks Holdings Inc. | Reduce 0.0% | 0.10% | +0.01 |
| GOOG Alphabet Inc. Class C | Reduce -8.8% | 4.74% | +0.32 |
Portfolio Buys Q3 2024 → Q4 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 33 | $721.7M | PLTR, AYI, AUR, AFRM, SCHW |
| Q1 2026 | 35 | $669.7M | PLTR, AYI, AUR, SCHW, AFRM |
| Q4 2025 | 35 | $799.2M | PLTR, AYI, AFRM, MSFT, AUR |
| Q3 2025 | 37 | $837.7M | PLTR, AYI, AUR, AFRM, MSFT |
| Q2 2025 | 34 | $727.0M | PLTR, AYI, AUR, AFRM, MSFT |
| Q1 2025 | 30 | $607.9M | PLTR, AYI, AUR, MA, SCHW |
| Q4 2024 | 30 | $630.7M | PLTR, AYI, AUR, AFRM, MSFT |
| Q3 2024 | 32 | $593.6M | AYI, AUR, PLTR, CMCSA, MSFT |
| Q2 2024 | 33 | $511.0M | AYI, CMCSA, MSFT, SCHW, PLTR |
| Q1 2024 | 33 | $526.6M | AYI, CMCSA, MSFT, SCHW, PLTR |