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ALLEN OPERATIONS LLC
Updated 2 days agoManaged by Allen Operations Llc • Latest filing Q3 2026
Portfolio value
$968.3M
Q3 2026
Filings
5
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
—
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 5 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q3 2025 | $837.7M |
| Q4 2025 | $799.2M |
| Q1 2026 | $669.7M |
| Q2 2026 | $721.7M |
| Q3 2026 | $968.3M |
Top holdings
35 positions as of Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | $210.4M | 1.13M | 21.73% | — | |
| 2 | $106.6M | 344.1K | 11.01% | — | |
| 3 | ? N/A BENDING SPOONS SPA | $96.5M | 2.90M | 9.96% | — |
| 4 | ? N/A BENDING SPOONS SPA | $93.3M | 2.80M | 9.63% | — |
| 5 | $57.5M | 10.39M | 5.94% | — | |
| 6 | $49.9M | 721.4K | 5.16% | — | |
| 7 | $45.3M | 88.4K | 4.68% | — | |
| 8 | $37.2M | 380.2K | 3.84% | — | |
| 9 | $36.2M | 65.6K | 3.73% | — | |
| 10 | $31.7M | 670.2K | 3.28% | — | |
| 11 | $30.6M | 41 | 3.16% | — | |
| 12 | $29.1M | 85.4K | 3.01% | — | |
| 13 | $28.7M | 83.4K | 2.96% | — | |
| 14 | $21.3M | 112.0K | 2.20% | — | |
| 15 | $13.4M | 319.5K | 1.38% | — | |
| 16 | $13.4M | 319.0K | 1.38% | — | |
| 17 | $9.4M | 1.56M | 0.97% | — | |
| 18 | $8.5M | 99.1K | 0.88% | — | |
| 19 | $8M | 8.4K | 0.82% | — | |
| 20 | $6.3M | 76.6K | 0.65% | — |