ALLEN OPERATIONS LLC
CIK 1389544
13F filing for Q2 2026・No. 3,154
- Holdings
- US$721.73M
- Quarter change
- +US$51.98M
- Entries
- 34
- Net bought (estimate)
- −US$24.37M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 4
- Cut 1
- Added 1
- Corporate actions 0
- Unchanged 29
Largest holdings
33 stocks worth US$721.73M, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| PLTRPALANTIR TECHNOLOGIES INCCL A | Unchanged | 1,125,000 | US$131.25M | 18.19% |
| AYIACUITY INCCOM | Unchanged | 344,100 | US$129.61M | 17.96% |
| AURAURORA INNOVATION INCCLASS A COM | Unchanged | 10,385,096 | US$70.83M | 9.81% |
| AFRMAFFIRM HLDGS INCCOM CL A | Unchanged | 721,382 | US$58.83M | 8.15% |
| SCHWSCHWAB CHARLES CORPCOM | Unchanged | 380,215 | US$35.08M | 4.86% |
| MAMASTERCARD INCORPORATEDCL A | Unchanged | 65,553 | US$33.67M | 4.66% |
| MSFTMicrosoftCOM | Unchanged | 88,383 | US$32.97M | 4.57% |
| BERKSHIRE HATHAWAY INC DELCL A | Unchanged | 41 | US$30.7M | 4.25% |
| GOOGALPHABET INCCAP STK CL C | Unchanged | 85,441 | US$30.19M | 4.18% |
| GOOGLAlphabetCAP STK CL A | Unchanged | 83,380 | US$29.8M | 4.13% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 5, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.