Funds › Allen Operations LLC
Allen Operations LLC
13F for Q3 2026, filed Nov 3, 2026. 33 positions worth $968.3M.Managers with more than $100 million in US-listed stocks list their holdings each quarter, within 45 days of quarter end. Long positions only: no short sales or cash.
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Holdings, Q3 2026
Largest first. Common shares only.
| # | The fund's own figures at the end of the quarter. A report can be up to 45 days old when it is filed. Options and bonds are not counted here. | Filing | ||||
|---|---|---|---|---|---|---|
| 1 | PLTR Palantir Technologies Inc. | 1.13M | $210.4M | 21.7% | Unchanged | 13F ↗ |
| 2 | BSP Bending Spoons S.p.A. | 5.70M | $189.8M | 19.6% | New | 13F ↗ |
| 3 | AYI Acuity Inc. | 344,100 | $106.6M | 11.0% | Unchanged | 13F ↗ |
| 4 | AUR Aurora Innovation, Inc. | 10.39M | $57.5M | 5.9% | Unchanged | 13F ↗ |
| 5 | AFRM Affirm Holdings, Inc. | 721,382 | $49.9M | 5.2% | Unchanged | 13F ↗ |
| 6 | MSFT Microsoft Corporation | 88,383 | $45.3M | 4.7% | Unchanged | 13F ↗ |
| 7 | SCHW Charles Schwab Corporation | 380,215 | $37.2M | 3.8% | Unchanged | 13F ↗ |
| 8 | MA Mastercard Incorporated | 65,553 | $36.2M | 3.7% | Unchanged | 13F ↗ |
| 9 | IBIT iShares Bitcoin Trust ETF · Shs Ben Int | 670,200 | $31.7M | 3.3% | Unchanged | 13F ↗ |
| 10 | BRK-A Berkshire Hathaway Inc. Class A | 41 | $30.6M | 3.2% | Unchanged | 13F ↗ |
| 11 | GOOG Alphabet Inc. Class C | 85,441 | $29.1M | 3.0% | Unchanged | 13F ↗ |
| 12 | GOOGL Alphabet Inc. Class A | 83,380 | $28.7M | 3.0% | Unchanged | 13F ↗ |
| 13 | WDAY Workday, Inc. | 111,992 | $21.3M | 2.2% | Unchanged | 13F ↗ |
| 14 | PPLI People Incorporated | 319,477 | $13.4M | 1.4% | Unchanged | 13F ↗ |
| 15 | YOU Clear Secure, Inc. | 318,965 | $13.4M | 1.4% | Unchanged | 13F ↗ |
| 16 | JOBY Joby Aviation, Inc. | 1.56M | $9.4M | 1.0% | Unchanged | 13F ↗ |
| 17 | KO Coca-Cola Company | 99,054 | $8.5M | 0.9% | Unchanged | 13F ↗ |
| 18 | GEV GE Vernova Inc. | 8,387 | $8.0M | 0.8% | Unchanged | 13F ↗ |
| 19 | TEM Tempus AI, Inc. | 76,621 | $6.3M | 0.6% | Unchanged | 13F ↗ |
| 20 | AMZN Amazon.com, Inc. | 24,420 | $6.1M | 0.6% | Unchanged | 13F ↗ |
| 21 | UNH UnitedHealth Group Incorporated | 13,633 | $5.0M | 0.5% | Unchanged | 13F ↗ |
| 22 | META Meta Platforms, Inc. | 6,782 | $4.9M | 0.5% | Unchanged | 13F ↗ |
| 23 | V Visa Inc. | 11,668 | $4.2M | 0.4% | Unchanged | 13F ↗ |
| 24 | BRK-B Berkshire Hathaway Inc. Class B | 6,906 | $3.4M | 0.4% | Unchanged | 13F ↗ |
| 25 | TDG Transdigm Group Incorporated | 2,764 | $3.0M | 0.3% | Unchanged | 13F ↗ |
| 26 | SKYD Skydance Corporation | 181,047 | $1.9M | 0.2% | Unchanged | 13F ↗ |
| 27 | FIG Figma, Inc. | 79,046 | $1.7M | 0.2% | +241% | 13F ↗ |
| 28 | SPCX Space Exploration Technologies Corp. | 6,882 | $1.0M | 0.1% | +4.0% | 13F ↗ |
| 29 | ANGI Angi Inc. | 167,756 | $966.3K | 0.1% | Unchanged | 13F ↗ |
| 30 | RXRX Recursion Pharmaceuticals, Inc. | 217,657 | $898.9K | 0.1% | Unchanged | 13F ↗ |
| 31 | DNA Ginkgo Bioworks Holdings, Inc. | 61,951 | $794.8K | 0.1% | Unchanged | 13F ↗ |
| 32 | DIBS 1stdibs.com, Inc. | 176,826 | $707.3K | 0.1% | Unchanged | 13F ↗ |
| 33 | BLND Blend Labs, Inc. | 344,761 | $355.1K | <0.1% | Unchanged | 13F ↗ |
Changes since Q2 2026
1 new, 2 added to, 0 trimmed, 1 exited, 30 unchanged. By estimated dollars.
New positions (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| BSP Bending Spoons S.p.A. | 5.70M | New | $189.8M |
Added to (2)
Trimmed (0)
None this quarter.
Exited (1)
| Position | Shares | Change | Est. dollars |
|---|---|---|---|
| BKSY BlackSky Technology Inc. | 13,133 | Exited | -$366.7K |
The 10 largest of each, by estimated dollars: shares changed times the later report's price. Index tracking, splits and mergers move positions too.
Compare two quarters
Pick any two quarters: what is new, added to, trimmed or exited. Premium plan.
Reported value by quarter
Value and number of positions at the end of each quarter.
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Largest positions in earlier quarters
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Ten largest positions
By value, Q3 2026.
Filings
| Filing | ||||||
|---|---|---|---|---|---|---|
| Q3 2026 | Nov 3, 2026 | 13F-HR | 33 | $968.3M | Current | SEC ↗ |
| Q2 2026 | Aug 5, 2026 | 13F-HR | 33 | $721.7M | Current | SEC ↗ |
| Q1 2026 | May 7, 2026 | 13F-HR | 35 | $669.7M | Current | SEC ↗ |
| Q4 2025 | Feb 10, 2026 | 13F-HR | 35 | $799.2M | Current | SEC ↗ |
| Q3 2025 | Nov 6, 2025 | 13F-HR | 37 | $837.7M | Current | SEC ↗ |
| Q2 2025 | Aug 7, 2025 | 13F-HR | 34 | $727.0M | Current | SEC ↗ |
| Q1 2025 | May 7, 2025 | 13F-HR | 30 | $607.9M | Current | SEC ↗ |
Most recent first, up to 80. An amendment can replace a report or add holdings to it. All 13F filings
Information, not investment advice. Values are the fund's own figures at quarter end; a report can be up to 45 days old when filed. Disclaimer