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AO

Allen Operations Portfolio holdings

AUM $670M
1-Year Est. Return 26.43%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+26.43%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$670M
AUM Growth
-$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$145K
2 +$22.3K

Top Sells

1 +$4.88M
2 +$916K

Sector Composition

1 Technology 34.71%
2 Financials 20.58%
3 Industrials 17.89%
4 Communication Services 10.29%
5 Consumer Discretionary 8.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLTR icon
1
Palantir
PLTR
$307B
$165M 24.57%
1,125,000
AYI icon
2
Acuity Brands
AYI
$9.01B
$96.4M 14.4%
344,100
AUR icon
3
Aurora
AUR
$12B
$42.8M 6.39%
10,385,096
SCHW
4
Charles Schwab
SCHW
$158B
$35.7M 5.34%
380,215
AFRM icon
5
Affirm
AFRM
$22.2B
$33.1M 4.94%
721,382
MA icon
6
Mastercard
MA
$433B
$32.8M 4.89%
65,553
MSFT icon
7
Microsoft
MSFT
$2.9T
$32.7M 4.88%
88,383
BRK.A icon
8
Berkshire Hathaway Class A
BRK.A
$1.05T
$29.4M 4.4%
41
IBIT icon
9
iShares Bitcoin Trust
IBIT
$49.2B
$25.7M 3.84%
670,200
GOOG icon
10
Alphabet (Google) Class C
GOOG
$4.37T
$24.5M 3.66%
85,441
GOOGL icon
11
Alphabet (Google) Class A
GOOGL
$4.39T
$24M 3.58%
83,380
YOU icon
12
Clear Secure
YOU
$5.06B
$17.8M 2.66%
367,965
-122,655
XOM icon
13
Exxon Mobil
XOM
$609B
$15.3M 2.28%
89,900
WDAY icon
14
Workday
WDAY
$32.3B
$14.6M 2.17%
111,992
JOBY icon
15
Joby Aviation
JOBY
$9B
$12.9M 1.92%
1,557,888
PPLI
16
People Inc
PPLI
$3.17B
$12.8M 1.91%
319,477
KO icon
17
Coca-Cola
KO
$355B
$7.53M 1.12%
99,054
GEV icon
18
GE Vernova
GEV
$253B
$7.32M 1.09%
8,387
CPNG icon
19
Coupang
CPNG
$30.2B
$6.14M 0.92%
325,000
AMZN icon
20
Amazon
AMZN
$2.57T
$5.09M 0.76%
24,420
META icon
21
Meta Platforms (Facebook)
META
$1.44T
$3.88M 0.58%
6,782
UNH icon
22
UnitedHealth
UNH
$371B
$3.69M 0.55%
13,633
V icon
23
Visa
V
$613B
$3.53M 0.53%
11,668
TEM
24
Tempus AI
TEM
$8.59B
$3.46M 0.52%
76,621
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.31M 0.49%
6,906