Allen Operations LLC 13F Holdings · Q2 2026
Allen Operations LLC reported 33 securities worth $721.73M in its SEC 13F filing for Q2 2026 (period ended 2026-06-30). Top holdings: PLTR (18.19%), AYI (17.96%), AUR (9.81%). Among its top 25 positions this quarter: 1 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $131.3M | 18.19% | 1.1M | Hold |
| 2 | AYI | ACUITY INC | $129.6M | 17.96% | 344,100 | Hold |
| 3 | AUR | AURORA INNOVATION INC | $70.8M | 9.81% | 10.4M | Hold |
| 4 | AFRM | AFFIRM HLDGS INC | $58.8M | 8.15% | 721,382 | Hold |
| 5 | SCHW | SCHWAB CHARLES CORP | $35.1M | 4.86% | 380,215 | Hold |
| 6 | MA | MASTERCARD INCORPORATED | $33.7M | 4.66% | 65,553 | Hold |
| 7 | MSFT | MICROSOFT CORP | $33.0M | 4.57% | 88,383 | Hold |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $30.7M | 4.25% | 41 | Hold |
| 9 | GOOG | ALPHABET INC | $30.2M | 4.18% | 85,441 | Hold |
| 10 | GOOGL | ALPHABET INC | $29.8M | 4.13% | 83,380 | Hold |
| 11 | IBIT | ISHARES BITCOIN TRUST ETF | $22.3M | 3.09% | 670,200 | Hold |
| 12 | YOU | CLEAR SECURE INC | $17.8M | 2.46% | 318,965 | Trimmed |
| 13 | PPLI | PEOPLE INC | $14.7M | 2.04% | 319,477 | Hold |
| 14 | JOBY | JOBY AVIATION INC | $13.9M | 1.93% | 1.6M | Hold |
| 15 | WDAY | WORKDAY INC | $13.7M | 1.90% | 111,992 | Hold |
| 16 | GEV | GE VERNOVA INC | $9.9M | 1.37% | 8,387 | Hold |
| 17 | KO | COCA COLA CO | $8.1M | 1.12% | 99,054 | Hold |
| 18 | AMZN | AMAZON COM INC | $5.8M | 0.81% | 24,420 | Hold |
| 19 | UNH | UNITEDHEALTH GROUP INC | $5.7M | 0.79% | 13,633 | Hold |
| 20 | TEM | TEMPUS AI INC | $4.4M | 0.62% | 76,621 | Hold |
| 21 | V | VISA INC | $4.0M | 0.55% | 11,668 | Hold |
| 22 | META | META PLATFORMS INC | $3.8M | 0.53% | 6,782 | Hold |
| 23 | TDG | TRANSDIGM GROUP INC | $3.7M | 0.51% | 2,764 | Hold |
| 24 | BRKB | BERKSHIRE HATHAWAY INC DEL | $3.5M | 0.48% | 6,906 | Hold |
| 25 | PSKY | PARAMOUNT SKYDANCE CORP | $1.8M | 0.25% | 181,047 | Hold |
Source: SEC Form 13F filings · as of 2026-06-30
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR