ALLEN OPERATIONS LLC: 13F holdings
CIK 13895442026Q2
| Positions | 33 |
|---|
| Reported value | $721.7m |
|---|
| Filed | 2026-08-05 |
|---|
Change since last quarter
| Positions | 33 (-2 vs prior quarter) |
|---|
| Reported value | $721.7m (+7.8%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| PLTR PALANTIR TECHNOLOGIES INC | 1,125,000 | $131.3m | 18.2% |
| AYI ACUITY INC | 344,100 | $129.6m | 18.0% |
| AUR AURORA INNOVATION INC | 10,385,096 | $70.8m | 9.8% |
| AFRM AFFIRM HLDGS INC | 721,382 | $58.8m | 8.2% |
| SCHW SCHWAB CHARLES CORP | 380,215 | $35.1m | 4.9% |
| MA MASTERCARD INCORPORATED | 65,553 | $33.7m | 4.7% |
| MSFT MICROSOFT CORP | 88,383 | $33.0m | 4.6% |
| BRK.A BERKSHIRE HATHAWAY INC DEL | 41 | $30.7m | 4.3% |
| GOOG ALPHABET INC | 85,441 | $30.2m | 4.2% |
| GOOGL ALPHABET INC | 83,380 | $29.8m | 4.1% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1389544")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
Get a free API keySee history bundlesDownload free samples