Allen Operations LLC

In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 7, 2026), Allen Operations LLC reported 35 stock positions worth $669.7 million. Its top holding was Palantir Technologies Class A (PLTR) at 24.6% of the portfolio, followed by Acuity (AYI, 14.4%) and Aurora Innovation (AUR, 6.4%). Compared with Q4 2025, it added to 2 and reduced 2. The biggest buy was Figma Class A (FIG, shares +4%) and the biggest sale Samsara Class A (IOT, shares −45%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001389544
Portfolio Value
$669.7M (Q1 2026)
SEC Filing
0001214659-26-005741 ↗ filed May 7, 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 $669.7M Q1 2026 Q2 2026: $721.7M Q2 2026

Holdings 35 stocks · $669.7M
PLTR Palantir Technologies Inc. Class A 24.57% 1,125,000 $164.6M No change
AYI Acuity Inc. 14.40% 344,100 $96.4M No change
AUR Aurora Innovation Inc. 6.39% 10,385,096 $42.8M No change
SCHW Schwab (charles) Corp. 5.34% 380,215 $35.7M No change
AFRM Affirm Holdings Inc. 4.94% 721,382 $33.1M No change
MA Mastercard Inc. Class A 4.89% 65,553 $32.8M No change
MSFT Microsoft Corp. 4.88% 88,383 $32.7M No change
BRK.A Berkshire Hathaway Inc. Class A 4.40% 41 $29.4M No change
IBIT iShares Bitcoin Trust ETF 3.84% 670,200 $25.7M No change
GOOG Alphabet Inc. Class C 3.66% 85,441 $24.5M No change
GOOGL Alphabet Inc. Class A 3.58% 83,380 $24.0M No change
YOU Clear Secure Inc. Class A 2.66% 367,965 $17.8M Reduce -25.0%
XOM Exxon Mobil Corp. 2.28% 89,900 $15.3M No change
WDAY Workday Inc. Class A 2.17% 111,992 $14.6M No change
JOBY Joby Aviation Inc. 1.92% 1,557,888 $12.9M No change
PPLI People Inc. filed as IAC INC 1.91% 319,477 $12.8M No change
KO The Coca-Cola Co. 1.12% 99,054 $7.5M No change
GEV GE Vernova Inc. 1.09% 8,387 $7.3M No change
CPNG Coupang Inc. 0.92% 325,000 $6.1M No change
AMZN Amazon.com Inc. 0.76% 24,420 $5.1M No change
META Meta Platforms Inc. Class A 0.58% 6,782 $3.9M No change
UNH Unitedhealth Group Inc. 0.55% 13,633 $3.7M No change
V Visa Inc. Class A 0.53% 11,668 $3.5M No change
TEM Tempus AI Inc. Class A 0.52% 76,621 $3.5M No change
BRK.B Berkshire Hathaway Inc. Class B 0.49% 6,906 $3.3M No change
TDG Transdigm Group Inc. 0.48% 2,764 $3.2M No change
PSKY Paramount Skydance Class B 0.24% 181,047 $1.6M Add +7.9%
ANGI Angi Inc. 0.17% 167,756 $1.1M No change
IOT Samsara Inc. Class A 0.17% 36,020 $1.1M Reduce -45.4%
DIBS 1STDIBS.COM Inc. 0.15% 176,826 $973K No change
ALAB Astera Labs Inc. 0.10% 6,122 $671K No change
RXRX Recursion Pharmaceuticals-A 0.10% 217,657 $668K No change
BLND Blend Labs Inc. Class A 0.09% 344,761 $586K No change
FIG Figma Inc. Class A 0.06% 19,596 $414K Add +4.3%
DNA Ginkgo Bioworks Holdings Inc. 0.06% 61,951 $380K No change

Portfolio Sells Q4 2025 → Q1 2026
IOT Samsara Inc. Class A Reduce -45.4% 0.17% +0.01
YOU Clear Secure Inc. Class A Reduce -25.0% 2.66% +0.51

Portfolio Buys Q4 2025 → Q1 2026
FIG Figma Inc. Class A Add +4.3% 0.06% −0.03
PSKY Paramount Skydance Class B Add +7.9% 0.24% −0.04

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