EdgeMarket › What Allen Operations Llc reported owning
What Allen Operations Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
669.7MPositions
35Quarter
2026-03-31Shown below
35largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| PLTR Palantir Technologies Inc. | 164.6M | 24.6% | 1.1M | 179.94 | +15.3% |
| AYI ACUITY INC. (DE) | 96.4M | 14.4% | 344.1K | 343.10 | +9.3% |
| AUR Aurora Innovation, Inc. | 42.8M | 6.4% | 10.4M | 6.24 | +8.1% |
| SCHW SCHWAB CHARLES CORP | 35.7M | 5.3% | 380.2K | 112.30 | +17.6% |
| AFRM Affirm Holdings, Inc. | 33.1M | 4.9% | 721.4K | 77.03 | +5.5% |
| MA Mastercard Inc | 32.8M | 4.9% | 65.6K | 580.63 | -2.0% |
| MSFT MICROSOFT CORP | 32.7M | 4.9% | 88.4K | 483.24 | -4.4% |
| unmapped CUSIP 084670108 | 29.4M | 4.4% | 41 | — | — |
| IBIT iShares Bitcoin Trust ETF | 25.7M | 3.8% | 670.2K | 43.68 | -32.7% |
| GOOG Alphabet Inc. | 24.5M | 3.7% | 85.4K | 341.75 | +70.7% |
| GOOGL Alphabet Inc. | 24.0M | 3.6% | 83.4K | 344.82 | +73.0% |
| YOU Clear Secure, Inc. | 17.8M | 2.7% | 368.0K | 43.29 | +28.9% |
| XOM ExxonMobil Holdings Corp | 15.3M | 2.3% | 89.9K | 165.11 | +52.1% |
| WDAY Workday, Inc. | 14.6M | 2.2% | 112.0K | 200.01 | -12.1% |
| JOBY Joby Aviation, Inc. | 12.9M | 1.9% | 1.6M | 7.53 | -48.8% |
| PPLI People Inc | 12.8M | 1.9% | 319.5K | 38.46 | +9.0% |
| KO COCA COLA CO | 7.5M | 1.1% | 99.1K | 91.10 | +28.9% |
| GEV GE Vernova Inc. | 7.3M | 1.1% | 8.4K | 956.85 | +58.3% |
| CPNG Coupang, Inc. | 6.1M | 0.9% | 325.0K | 16.45 | -43.0% |
| AMZN AMAZON COM INC | 5.1M | 0.8% | 24.4K | 258.63 | +15.6% |
| META Meta Platforms, Inc. | 3.9M | 0.6% | 6.8K | 549.90 | -26.5% |
| UNH UNITEDHEALTH GROUP INC | 3.7M | 0.6% | 13.6K | 390.11 | +30.1% |
| V VISA INC. | 3.5M | 0.5% | 11.7K | 371.04 | +7.9% |
| TEM Tempus AI, Inc. | 3.5M | 0.5% | 76.6K | 72.69 | -0.8% |
| unmapped CUSIP 084670702 | 3.3M | 0.5% | 6.9K | — | — |
| TDG TransDigm Group INC | 3.2M | 0.5% | 2.8K | 1,200.35 | -14.4% |
| PSKY Paramount Skydance Corp | 1.6M | 0.2% | 181.0K | 10.35 | -26.0% |
| ANGI Angi Inc. | 1.1M | 0.2% | 167.8K | 4.92 | -72.0% |
| IOT Samsara Inc. | 1.1M | 0.2% | 36.0K | 39.94 | +21.0% |
| DIBS 1stdibs.com, Inc. | 972.5K | 0.1% | 176.8K | 4.77 | +84.2% |
| ALAB Astera Labs, Inc. | 671.0K | 0.1% | 6.1K | 284.97 | +65.2% |
| RXRX RECURSION PHARMACEUTICALS, INC. | 668.2K | 0.1% | 217.7K | 3.50 | -26.6% |
| BLND Blend Labs, Inc. | 586.1K | 0.1% | 344.8K | 1.52 | -49.0% |
| FIG Figma, Inc. | 414.3K | 0.1% | 19.6K | 27.10 | -63.4% |
| DNA Ginkgo Bioworks Holdings, Inc. | 379.8K | 0.1% | 62.0K | 7.40 | -36.2% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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