§ 13F · FUND PROFILE
ALLEN OPERATIONS LLC.
AUM · $722M (13F)Positions · 34Turnover · n/a · Q2Filed · Aug 5, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$1M deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 5, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 1.13M | $131M | 18.2% | ±0% |
| 2 | AYI | ACUITY INC | 344K | $130M | 18.0% | ±0% |
| 3 | AUR | AURORA INNOVATION INC | 10.39M | $71M | 9.8% | ±0% |
| 4 | AFRM | AFFIRM HLDGS INC | 721K | $59M | 8.2% | ±0% |
| 5 | SCHW | SCHWAB CHARLES CORP | 380K | $35M | 4.9% | ±0% |
| 6 | MA | MASTERCARD INCORPORATED | 66K | $34M | 4.7% | ±0% |
| 7 | MSFT | MICROSOFT CORP | 88K | $33M | 4.6% | ±0% |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | 41 | $31M | 4.3% | ±0% |
| 9 | GOOG | ALPHABET INC | 85K | $30M | 4.2% | ±0% |
| 10 | GOOGL | ALPHABET INC | 83K | $30M | 4.1% | ±0% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE ALLEN SIGNAL
AC read
ALLEN OPERATIONS LLC is a Other fund managing $722 million in assets. The fund runs a portfolio of 34 positions.
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