Allen Operations LLC Top Holdings and 13F Report (2025) About Allen Operations LLCInvestment ActivityAllen Operations LLC has $630.66 million in total holdings as of December 31, 2024.Allen Operations LLC owns shares of 30 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 0.98% of the portfolio was purchased this quarter.About 8.99% of the portfolio was sold this quarter.This quarter, Allen Operations LLC has purchased 32 new stocks and bought additional shares in 3 stocks.Allen Operations LLC sold shares of 4 stocks and completely divested from 2 stocks this quarter.Largest Holdings PALANTIR TECHNOLOGIES INC $110,160,238Acuity Brands $100,521,933Aurora Innovation $65,426,105Affirm $43,932,164Microsoft $37,253,435 Largest Purchases this Quarter Visa 9,702 shares (about $3.07M)Coca-Cola 65,854 shares (about $2.46M)ASTERA LABS INC 4,881 shares (about $646.49K) Largest Sales this Quarter Charles Schwab 62,718 shares (about $4.64M)Clear Secure 163,540 shares (about $4.36M)Alphabet 13,760 shares (about $2.87M)GINKGO BIOWORKS HOLDINGS INC 3 shares (about $29.46) 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 PortfolioSectorPALANTIR TECHNOLOGIES INC$110,160,2380.0%1,456,56817.5%CL AAYIAcuity Brands$100,521,9330.0%344,10015.9%ConstructionAURAurora Innovation$65,426,1050.0%10,385,09610.4%Business ServicesAFRMAffirm$43,932,1640.0%721,3827.0%Business ServicesMSFTMicrosoft$37,253,4350.0%88,3835.9%Computer and TechnologyMAMastercard$34,518,2430.0%65,5535.5%Business ServicesSCHWCharles Schwab$32,571,579$4,641,759 ▼-12.5%440,0975.2%FinanceGOOGAlphabet$29,922,123$2,871,969 ▼-8.8%143,3614.7%Computer and TechnologyWDAYWorkday$28,897,2960.0%111,9924.6%Computer and TechnologyBRK.ABerkshire Hathaway$27,917,7200.0%414.4%FinanceKRKroger$19,047,6140.0%311,4903.0%Retail/WholesaleGOOGLAlphabet$15,783,8340.0%83,3802.5%Computer and TechnologyIACIAC$13,782,2380.0%319,4772.2%Multi-Sector ConglomeratesYOUClear Secure$13,070,117$4,356,706 ▼-25.0%490,6202.1%Computer and TechnologyJOBYJoby Aviation$12,665,6290.0%1,557,8882.0%TransportationXOMExxon Mobil$9,670,5430.0%89,9001.5%Oils/EnergyCPNGCoupang$7,143,5000.0%325,0001.1%Retail/WholesaleKOCoca-Cola$6,167,102$2,462,757 ▲66.5%164,9081.0%Consumer StaplesTEMPUS AI INC$3,695,3360.0%109,4590.6%CL AVVisa$3,687,555$3,066,220 ▲493.5%11,6680.6%Business ServicesTDGTransDigm Group$3,502,7620.0%2,7640.6%AerospaceBRK.BBerkshire Hathaway$3,130,3520.0%6,9060.5%FinanceVMEOVimeo$1,770,9960.0%139,5830.3%Business ServicesASTERA LABS INC$1,621,718$646,489 ▲66.3%12,2440.3%COMRXRXRecursion Pharmaceuticals$1,471,3610.0%217,6570.2%MedicalBLNDBlend Labs$1,451,4440.0%344,7610.2%Computer and TechnologyDIBS1stdibs.Com$625,9640.0%176,8260.1%Retail/WholesaleABSIAbsci$618,6580.0%236,1290.1%MedicalGINKGO BIOWORKS HOLDINGS INC$608,358$29 ▼0.0%61,9510.1%CL A NEWBOLT PROJS HLDGS INC$19,4190.0%40,2890.0%COMCMCSAComcast$0$43,574,548 ▼-100.0%00.0%Consumer DiscretionaryTXG10x Genomics$0$1,278,028 ▼-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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