Allen Operations LLC Top Holdings and 13F Report (2024) About Allen Operations LLCInvestment ActivityAllen Operations LLC has $593.61 million in total holdings as of September 30, 2024.Allen Operations LLC owns shares of 32 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 0.16% of the portfolio was purchased this quarter.About 2.40% of the portfolio was sold this quarter.This quarter, Allen Operations LLC has purchased 33 new stocks and bought additional shares in 1 stock.Allen Operations LLC sold shares of 2 stocks and completely divested from 4 stocks this quarter.Largest Holdings Acuity Brands $94,761,699Aurora Innovation $61,479,768PALANTIR TECHNOLOGIES INC $54,184,330Comcast $43,574,548Microsoft $38,031,205 Largest New Holdings this Quarter GINKGO BIOWORKS HOLDINGS INC $504,901 HoldingASTERA LABS INC $385,748 HoldingBOLT PROJS HLDGS INC $33,037 Holding Largest Purchases this Quarter GINKGO BIOWORKS HOLDINGS INC 61,954 shares (about $504.90K)ASTERA LABS INC 7,363 shares (about $385.75K)BOLT PROJS HLDGS INC 40,289 shares (about $33.04K)Vimeo 3,000 shares (about $15.15K) Largest Sales this Quarter Clear Secure 325,000 shares (about $10.77M)Alphabet 9 shares (about $1.50K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllen Operations LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAYIAcuity Brands$94,761,6990.0%344,10016.0%ConstructionAURAurora Innovation$61,479,7680.0%10,385,09610.4%Business ServicesPALANTIR TECHNOLOGIES INC$54,184,3300.0%1,456,5689.1%CL ACMCSAComcast$43,574,5480.0%1,043,2027.3%Consumer DiscretionaryMSFTMicrosoft$38,031,2050.0%88,3836.4%Computer and TechnologySCHWCharles Schwab$32,587,4400.0%502,8155.5%FinanceMAMastercard$32,370,0710.0%65,5535.5%Business ServicesAFRMAffirm$29,446,8130.0%721,3825.0%Business ServicesBRK.ABerkshire Hathaway$28,338,3800.0%414.8%FinanceWDAYWorkday$27,371,9650.0%111,9924.6%Computer and TechnologyGOOGAlphabet$26,269,060$1,505 ▼0.0%157,1214.4%Computer and TechnologyYOUClear Secure$21,678,862$10,770,500 ▼-33.2%654,1603.7%Computer and TechnologyKRKroger$17,848,3770.0%311,4903.0%Retail/WholesaleIACIAC$17,194,2520.0%319,4772.9%Multi-Sector ConglomeratesGOOGLAlphabet$13,828,5730.0%83,3802.3%Computer and TechnologyXOMExxon Mobil$10,538,0780.0%89,9001.8%Oils/EnergyCPNGCoupang$7,978,7500.0%325,0001.3%Retail/WholesaleJOBYJoby Aviation$7,836,1770.0%1,557,8881.3%TransportationKOCoca-Cola$7,118,0200.0%99,0541.2%Consumer StaplesTEMPUS AI INC$6,195,3790.0%109,4591.0%CL ATDGTransDigm Group$3,944,5870.0%2,7640.7%AerospaceBRK.BBerkshire Hathaway$3,178,5560.0%6,9060.5%FinanceRXRXRecursion Pharmaceuticals$1,434,3600.0%217,6570.2%MedicalBLNDBlend Labs$1,292,8540.0%344,7610.2%Computer and TechnologyTXG10x Genomics$1,278,0280.0%56,6000.2%MedicalABSIAbsci$902,0130.0%236,1290.2%MedicalDIBS1stdibs.Com$779,8030.0%176,8260.1%Retail/WholesaleVMEOVimeo$704,894$15,150 ▲2.2%139,5830.1%Business ServicesVVisa$540,5520.0%1,9660.1%Business ServicesGINKGO BIOWORKS HOLDINGS INC$504,901$504,901 ▲New Holding61,9540.1%CL A NEWASTERA LABS INC$385,748$385,748 ▲New Holding7,3630.1%COMBOLT PROJS HLDGS INC$33,037$33,037 ▲New Holding40,2890.0%COMAGXArgan$0$2,399,648 ▼-100.0%00.0%ConstructionDNAGinkgo Bioworks$0$827,685 ▼-100.0%00.0%MedicalMTCHMatch Group$0$221,318 ▼-100.0%00.0%Retail/WholesaleSNTISenti Biosciences$0$5,918 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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