Q2 2026 13F · SEC CIK 1389544

Allen Operations LLC

Investment managerFiled 2026-08-05 for Q2 2026. Open the filing ↗ · All SEC filings ↗

Reported 13F value: $721.7M
Reported positions: 33
Top holdings a year, 3 yrs: +27.4%
Average holding period: 7.5 yrs

Allen Operations LLC is an investment manager that reported 33 positions worth $721.7M in its Q2 2026 13F, filed 2026-08-05. Its largest holdings were Palantir Technologies Inc (PLTR, 18.2%), Acuity Inc (AYI, 18.0%), Aurora Innovation Cl A (AUR, 9.8%). A portfolio copying its top holdings returned 27.4% a year over the last 3 years, against 20.4% for the S&P 500.

Allen Operations LLC holdings all 33 positions.

Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.

Allen Operations LLC 13F holdings
Stock	% of 13F value	Q1 2026	Shares	Share change	Reported value
PLTRPalantir Technologies Inc	18.2%	24.6%	1,125,000	+0.0%	$131.3M
AYIAcuity Inc	18.0%	14.4%	344,100	+0.0%	$129.6M
AURAurora Innovation Cl A	9.8%	6.4%	10,385,096	+0.0%	$70.8M
AFRMAffirm Hldgs Inc	8.2%	4.9%	721,382	+0.0%	$58.8M
SCHWCharles Schwab Corp (the)	4.9%	5.3%	380,215	+0.0%	$35.1M
MAMastercard Incorporated	4.7%	4.9%	65,553	+0.0%	$33.7M
MSFTMicrosoft Corp	4.6%	4.9%	88,383	+0.0%	$33.0M
BRK-ABerkshire Hathaway Inc Del	4.3%	4.4%	41	+0.0%	$30.7M
GOOGAlphabet Inc	4.2%	3.7%	85,441	+0.0%	$30.2M
GOOGLAlphabet Inc	4.1%	3.6%	83,380	+0.0%	$29.8M
IBITIshares Bitcoin Trust ETF	3.1%	3.8%	670,200	+0.0%	$22.3M
YOUClear Secure Inc	2.5%	2.7%	318,965	-13.3%	$17.8M
PPLIPeople Inc	2.0%	1.9%	319,477	+0.0%	$14.7M
JOBYJoby Aviation Inc	1.9%	1.9%	1,557,888	+0.0%	$13.9M
WDAYWorkday Inc Cl A	1.9%	2.2%	111,992	+0.0%	$13.7M
GEVGe Vernova Inc	1.4%	1.1%	8,387	+0.0%	$9.9M
KOCoca Cola Co	1.1%	1.1%	99,054	+0.0%	$8.1M
AMZNAmazon Com Inc	0.8%	0.8%	24,420	+0.0%	$5.8M
UNHUnitedhealth Group Inc	0.8%	0.6%	13,633	+0.0%	$5.7M
TEMTempus Ai Inc	0.6%	0.5%	76,621	+0.0%	$4.4M
VVisa Inc	0.6%	0.5%	11,668	+0.0%	$4.0M
METAMeta Platforms Inc	0.5%	0.6%	6,782	+0.0%	$3.8M
TDGTransdigm Group Inc	0.5%	0.5%	2,764	+0.0%	$3.7M
BRK-BBerkshire Hathaway Inc Del	0.5%	0.5%	6,906	+0.0%	$3.5M
PSKYParamount Skydance Corp	0.2%	0.2%	181,047	+0.0%	$1.8M
SPCXSpace Exploration Techn Corp	0.2%	New	6,620	—	$1.1M
ANGIAngi Inc	0.1%	0.2%	167,756	+0.0%	$998K
DIBS1stdibs Com Inc	0.1%	0.1%	176,826	+0.0%	$866K
RXRXRecursion Pharmaceuticals Inc Cl A	0.1%	0.1%	217,657	+0.0%	$799K
DNAGinkgo Bioworks Holdings Inc Cl A	0.1%	0.1%	61,951	+0.0%	$614K
BLNDBlend Labs, Inc.	0.1%	0.1%	344,761	+0.0%	$590K
FIGFigma Inc	0.1%	0.1%	23,214	+18.5%	$420K
BKSYBlacksky Technology Inc	0.1%	New	13,133	—	$367K

What Allen Operations LLC bought and sold in Q2 2026, against Q1 2026.

Sold out

Share counts compared with the Q1 2026 13F; a split also changes share counts.

How the holdings did against the S&P 500.

1 year: +2.6% /yr; S&P 500 +20.1%
3 years: +27.4% /yr; S&P 500 +20.4%
5 years: +8.0% /yr; S&P 500 +11.6%

A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.

Reported 13F value by quarter.

13F value by quarter
Quarter	13F value	Positions
Q2 2026	$721.7M	33
Q1 2026	$669.7M	35
Q4 2025	$799.2M	35
Q3 2025	$837.7M	37
Q2 2025	$727.0M	34
Q1 2025	$607.9M	30
Q4 2024	$630.7M	30
Q3 2024	$593.6M	32
Q2 2024	$511.0M	33
Q1 2024	$526.6M	33
Q4 2023	$503.7M	33
Q3 2023	$452.3M	39

Questions about Allen Operations LLC's portfolio

What stocks does Allen Operations LLC own?

Allen Operations LLC's latest 13F, for Q2 2026 and filed Aug 5, 2026, lists 33 positions worth $721.7M. The largest are Palantir Technologies Inc (PLTR) at 18.2%, Acuity Inc (AYI) at 18.0%, Aurora Innovation Cl A (AUR) at 9.8%, Affirm Hldgs Inc (AFRM) at 8.2% and Charles Schwab Corp (the) (SCHW) at 4.9%.

What did Allen Operations LLC buy last quarter?

In Q2 2026, Allen Operations LLC added a new position in Space Exploration Techn Corp (SPCX), a new position in Blacksky Technology Inc (BKSY) and Figma Inc (FIG) (+18.5% shares), compared with its Q1 2026 filing.

What did Allen Operations LLC sell last quarter?

In Q2 2026, Allen Operations LLC sold all of Exxon Mobil Corp (XOM), sold all of Coupang Inc (CPNG), sold all of Samsara Inc. (IOT), sold all of Astera Labs Inc (ALAB) and Clear Secure Inc (YOU) (-13.3% shares), compared with its Q1 2026 filing.

How has Allen Operations LLC's portfolio performed?

A portfolio copying Allen Operations LLC's 20 largest 13F holdings each quarter, from the day each filing was public, returned +27.4% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: +2.6% against +20.1%. Over 5 years: +8.0% a year against +11.6%.

When is Allen Operations LLC's next 13F filing due?

13F filings are due 45 days after each quarter ends. Allen Operations LLC's filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.