Back to ALLEN OPERATIONS LLC
Q3 2026 13F filing
Updated 2 days ago35 disclosed positions worth $968.3M
Portfolio value
$968.3M
Total holdings
35
New positions
0
Closed positions
0
Increased
0
Decreased
0
Turnover
—
Filed
2026-11-03
Full holdings
Every line item disclosed in Q3 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | P PALANTIR TECHNOLOGIES INC | $210.4M | 1.13M | 21.73% | — |
| 2 | A ACUITY INC | $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 | A AURORA INNOVATION INC | $57.5M | 10.39M | 5.94% | — |
| 6 | A AFFIRM HLDGS INC | $49.9M | 721.4K | 5.16% | — |
| 7 | M MICROSOFT CORP | $45.3M | 88.4K | 4.68% | — |
| 8 | S CHARLES SCHWAB CORP (THE) | $37.2M | 380.2K | 3.84% | — |
| 9 | M MASTERCARD INCORPORATED | $36.2M | 65.6K | 3.73% | — |
| 10 | I ISHARES BITCOIN TRUST ETF | $31.7M | 670.2K | 3.28% | — |
| 11 | B BERKSHIRE HATHAWAY INC DEL | $30.6M | 41 | 3.16% | — |
| 12 | G ALPHABET INC | $29.1M | 85.4K | 3.01% | — |
| 13 | G ALPHABET INC | $28.7M | 83.4K | 2.96% | — |
| 14 | W WORKDAY INC | $21.3M | 112.0K | 2.20% | — |
| 15 | P PEOPLE INC | $13.4M | 319.5K | 1.38% | — |
| 16 | Y CLEAR SECURE INC | $13.4M | 319.0K | 1.38% | — |
| 17 | J JOBY AVIATION INC | $9.4M | 1.56M | 0.97% | — |
| 18 | K COCA COLA CO | $8.5M | 99.1K | 0.88% | — |
| 19 | G GE VERNOVA INC | $8M | 8.4K | 0.82% | — |
| 20 | T TEMPUS AI INC | $6.3M | 76.6K | 0.65% | — |
| 21 | A AMAZON COM INC | $6.1M | 24.4K | 0.63% | — |
| 22 | U UNITEDHEALTH GROUP INC | $5M | 13.6K | 0.52% | — |
| 23 | M META PLATFORMS INC | $4.9M | 6.8K | 0.51% | — |
| 24 | V VISA INC | $4.2M | 11.7K | 0.43% | — |
| 25 | B BERKSHIRE HATHAWAY INC DEL | $3.4M | 6.9K | 0.36% | — |
| 26 | T TRANSDIGM GROUP INC | $3M | 2.8K | 0.31% | — |
| 27 | P PARAMOUNT SKYDANCE CORP | $1.9M | 181.0K | 0.19% | — |
| 28 | F FIGMA INC | $1.7M | 79.0K | 0.17% | — |
| 29 | S SPACE EXPLORATION TECHN CORP | $1M | 6.9K | 0.11% | — |
| 30 | A ANGI INC | $966K | 167.8K | 0.10% | — |
| 31 | R RECURSION PHARMACEUTICALS IN | $899K | 217.7K | 0.09% | — |
| 32 | D GINKGO BIOWORKS HOLDINGS INC | $795K | 62.0K | 0.08% | — |
| 33 | ? N/A 1STDIBS COM INC | $707K | 176.8K | 0.07% | — |
| 34 | B BLEND LABS INC | $355K | 344.8K | 0.04% | — |
| 35 | G ALPHABET INC | $341 | 1 | 0.00% | — |