AO

Allen Operations Portfolio holdings

AUM $727M
1-Year Est. Return 96.81%
This Quarter Est. Return
1 Year Est. Return
+96.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$727M
AUM Growth
+$119M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
35
New
Increased
Reduced
Closed

Top Buys

1 +$5.01M
2 +$4.44M
3 +$4.25M
4
ANGI icon
Angi Inc
ANGI
+$2.56M
5
IOT icon
Samsara
IOT
+$936K

Top Sells

1 +$12.7M
2 +$2.61M
3 +$124K

Sector Composition

1 Technology 48.98%
2 Industrials 17.57%
3 Financials 15.73%
4 Communication Services 6.79%
5 Healthcare 1.59%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PLTR icon
1
Palantir
PLTR
$423B
$164M 22.5%
1,200,000
AYI icon
2
Acuity Brands
AYI
$10.9B
$103M 14.12%
344,100
AUR icon
3
Aurora
AUR
$9.45B
$54.4M 7.49%
10,385,096
AFRM icon
4
Affirm
AFRM
$22.1B
$49.9M 6.86%
721,382
MSFT icon
5
Microsoft
MSFT
$3.82T
$44M 6.05%
88,383
IBIT icon
6
iShares Bitcoin Trust
IBIT
$81.5B
$41M 5.64%
670,200
SCHW icon
7
Charles Schwab
SCHW
$171B
$40.2M 5.52%
440,097
MA icon
8
Mastercard
MA
$507B
$36.8M 5.07%
65,553
BRK.A icon
9
Berkshire Hathaway Class A
BRK.A
$1.06T
$29.9M 4.11%
41
WDAY icon
10
Workday
WDAY
$62.5B
$26.9M 3.7%
111,992
JOBY icon
11
Joby Aviation
JOBY
$14B
$16.4M 2.26%
1,557,888
GOOG icon
12
Alphabet (Google) Class C
GOOG
$3.07T
$15.2M 2.08%
85,441
-71,680
GOOGL icon
13
Alphabet (Google) Class A
GOOGL
$3.06T
$14.7M 2.02%
83,380
YOU icon
14
Clear Secure
YOU
$3B
$13.6M 1.87%
490,620
IAC icon
15
IAC Inc
IAC
$2.62B
$11.9M 1.64%
319,477
-69,965
CPNG icon
16
Coupang
CPNG
$56.9B
$9.74M 1.34%
325,000
XOM icon
17
Exxon Mobil
XOM
$479B
$9.69M 1.33%
89,900
KO icon
18
Coca-Cola
KO
$295B
$7.01M 0.96%
99,054
META icon
19
Meta Platforms (Facebook)
META
$1.8T
$5.01M 0.69%
+6,782
TEM
20
Tempus AI
TEM
$15.2B
$4.87M 0.67%
76,621
GEV icon
21
GE Vernova
GEV
$163B
$4.44M 0.61%
+8,387
UNH icon
22
UnitedHealth
UNH
$323B
$4.25M 0.59%
+13,633
TDG icon
23
TransDigm Group
TDG
$71.3B
$4.2M 0.58%
2,764
V icon
24
Visa
V
$664B
$4.14M 0.57%
11,668
BRK.B icon
25
Berkshire Hathaway Class B
BRK.B
$1.06T
$3.35M 0.46%
6,906