Back to ALLEN OPERATIONS LLC
Q2 2026 13F filing
Updated 36 days ago34 disclosed positions worth $721.7M
Portfolio value
$721.7M
Total holdings
34
New positions
2
Closed positions
4
Increased
1
Decreased
1
Turnover
17.6%
Filed
2026-08-05
Full holdings
Every line item disclosed in Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PLTR PALANTIR TECHNOLOGIES INC | $131.3M | 1.13M | 18.19% | Unchanged |
| 2 | A AYI ACUITY INC | $129.6M | 344.1K | 17.96% | Unchanged |
| 3 | A AUROW AURORA INNOVATION INC | $70.8M | 10.39M | 9.81% | Unchanged |
| 4 | A AFRM AFFIRM HLDGS INC | $58.8M | 721.4K | 8.15% | Unchanged |
| 5 | S SCHW-PJ SCHWAB CHARLES CORP | $35.1M | 380.2K | 4.86% | Unchanged |
| 6 | M MA MASTERCARD INCORPORATED | $33.7M | 65.6K | 4.66% | Unchanged |
| 7 | M MSFT MICROSOFT CORP | $33M | 88.4K | 4.57% | Unchanged |
| 8 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $30.7M | 41 | 4.25% | Unchanged |
| 9 | G GOOGN ALPHABET INC | $30.2M | 85.4K | 4.18% | Unchanged |
| 10 | G GOOGN ALPHABET INC | $29.8M | 83.4K | 4.13% | Unchanged |
| 11 | I IBIT ISHARES BITCOIN TRUST ETF | $22.3M | 670.2K | 3.09% | Unchanged |
| 12 | Y YOU CLEAR SECURE INC | $17.8M | 319.0K | 2.46% | Trimmed(-13.3%) |
| 13 | P PPLI PEOPLE INC | $14.7M | 319.5K | 2.04% | Unchanged |
| 14 | J JOBY-WT JOBY AVIATION INC | $13.9M | 1.56M | 1.93% | Unchanged |
| 15 | W WDAY WORKDAY INC | $13.7M | 112.0K | 1.90% | Unchanged |
| 16 | G GEV GE VERNOVA INC | $9.9M | 8.4K | 1.37% | Unchanged |
| 17 | K KO COCA COLA CO | $8.1M | 99.1K | 1.12% | Unchanged |
| 18 | A AMZN AMAZON COM INC | $5.8M | 24.4K | 0.81% | Unchanged |
| 19 | U UNH UNITEDHEALTH GROUP INC | $5.7M | 13.6K | 0.79% | Unchanged |
| 20 | T TEM TEMPUS AI INC | $4.4M | 76.6K | 0.61% | Unchanged |
| 21 | V V VISA INC | $4M | 11.7K | 0.55% | Unchanged |
| 22 | M META META PLATFORMS INC | $3.8M | 6.8K | 0.53% | Unchanged |
| 23 | T TDG TRANSDIGM GROUP INC | $3.7M | 2.8K | 0.51% | Unchanged |
| 24 | B BRK-A BERKSHIRE HATHAWAY INC DEL | $3.5M | 6.9K | 0.48% | Unchanged |
| 25 | P PSKY PARAMOUNT SKYDANCE CORP | $1.8M | 181.0K | 0.25% | Unchanged |
| 26 | S SPCX SPACE EXPLORATION TECHN CORP | $1.1M | 6.6K | 0.16% | — |
| 27 | ? N/A ANGI INC | $998K | 167.8K | 0.14% | Unchanged |
| 28 | ? N/A 1STDIBS COM INC | $866K | 176.8K | 0.12% | Unchanged |
| 29 | R RXRX RECURSION PHARMACEUTICALS IN | $799K | 217.7K | 0.11% | Unchanged |
| 30 | D DNABW GINKGO BIOWORKS HOLDINGS INC | $614K | 62.0K | 0.09% | Unchanged |
| 31 | B BLND BLEND LABS INC | $590K | 344.8K | 0.08% | Unchanged |
| 32 | F FIG FIGMA INC | $420K | 23.2K | 0.06% | Added(+18.5%) |
| 33 | B BKSY-WT BLACKSKY TECHNOLOGY INC | $367K | 13.1K | 0.05% | — |
| 34 | G GOOGN ALPHABET INC | $353 | 1 | 0.00% | Trimmed(-100.0%) |