Institutional Fund
Allen Operations LLC
New York, NYCIK 13895445 filings on record
Portfolio Value
$669.75M
Q1 2026
Holdings
35
Reported positions
New Buys
0
Opened this quarter
QoQ Change
-16.2%
from $799.23M
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Palantir Technologies Inc24.6%
- Acuity Inc14.4%
- Aurora Innovation Inc6.4%
- Schwab Charles Corp5.3%
- Affirm Hldgs Inc4.9%
- Mastercard Incorporated4.9%
- Other39.5%
Portfolio Holdings
35 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc | 1.13M | $164.56M | 24.6% | 0 | Held |
| 2 | Acuity Inc | 344.1K | $96.42M | 14.4% | 0 | Held |
| 3 | Aurora Innovation Inc | 10.39M | $42.79M | 6.4% | 0 | Held |
| 4 | Schwab Charles Corp | 380.2K | $35.73M | 5.3% | 0 | Held |
| 5 | Affirm Hldgs Inc | 721.4K | $33.05M | 4.9% | 0 | Held |
| 6 | Mastercard Incorporated | 65.6K | $32.75M | 4.9% | 0 | Held |
| 7 | Microsoft Corp | 88.4K | $32.72M | 4.9% | 0 | Held |
| 8 | Berkshire Hathaway Inc Del | 41 | $29.44M | 4.4% | 0 | Held |
| 9 | Ishares Bitcoin Trust ETF | 670.2K | $25.75M | 3.8% | 0 | Held |
| 10 | Alphabet Inc | 85.4K | $24.51M | 3.7% | 0 | Held |
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