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Allen Operations Portfolio holdings
AUM
$968M
Turnover
5.88%
1-Year Est. Return
12.84%
This Fund
S&P 500
This Quarter Est. Return
+9.91%
1 Year Est. Return
+12.84%
3 Year Est. Return
+248.08%
5 Year Est. Return
+206.87%
10 Year Est. Return
+1,375.15%
AUM
$968M
AUM Growth
+$247M
(+34%)
Cap. Flow
+$218M
Cap. Flow % of AUM
Cap. Flow %
22.51%
Top 10 Holdings %
Top 10 Hldgs %
82.13%
Holding
34
New
1
Increased
2
Reduced
–
Closed
1
Avg Time Held
5.9
years
Top 10 Avg Time Held
4
years
Top 20 Avg Time Held
6.4
years
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Bending Spoons S.p.A. Ordinary Shares
BSP
|
+$217M |
| 2 |
Figma
FIG
|
+$1.33M |
| 3 |
SpaceX
SPCX
|
+$36.3K |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
BlackSky Technology
BKSY
|
+$367K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 49.8% |
| 2 | Financials | 16.68% |
| 3 | Industrials | 13.22% |
| 4 | Communication Services | 8.23% |
| 5 | Consumer Discretionary | 6.57% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | Held Since | |
|---|---|---|---|---|---|---|---|
1
Palantir
PLTR
$405B
| $210M | 21.73% |
1,125,000
| – | – |
2020 Q3
24 quarters
|
|
|
2
Bending Spoons S.p.A. Ordinary Shares
BSP
$27B
| $190M | 19.6% |
+5,695,200
| New | +$217M |
2026 Q3
0 quarters
|
|
3
Acuity Brands
AYI
$9.9B
| $107M | 11.01% |
344,100
| – | – |
2020 Q3
24 quarters
|
|
4
Aurora
AUR
$8.51B
| $57.5M | 5.94% |
10,385,096
| – | – |
2021 Q4
19 quarters
|
|
5
Affirm
AFRM
$22.1B
| $49.9M | 5.16% |
721,382
| – | – |
2021 Q1
22 quarters
|
|
6
Microsoft
MSFT
$3.89T
| $45.3M | 4.68% |
88,383
| – | – |
2020 Q3
24 quarters
|
|
7
Charles Schwab
SCHW
$160B
| $37.2M | 3.84% |
380,215
| – | – |
2013 Q2
53 quarters
|
|
8
Mastercard
MA
$576B
| $36.2M | 3.73% |
65,553
| – | – |
2013 Q2
53 quarters
|
|
9
iShares Bitcoin Trust
IBIT
$55.2B
| $31.7M | 3.28% |
670,200
| – | – |
2025 Q1
6 quarters
|
|
10
Berkshire Hathaway Class A
BRK.A
$1.26T
| $30.6M | 3.16% |
41
| – | – |
2013 Q2
53 quarters
|
|
11
Alphabet (Google) Class C
GOOG
$3.6T
| $29.1M | 3.01% |
85,441
| – | – |
2013 Q2
53 quarters
|
|
12
Alphabet (Google) Class A
GOOGL
$3.64T
| $28.7M | 2.96% |
83,380
| – | – |
2015 Q4
43 quarters
|
|
13
Workday
WDAY
$47.3B
| $21.3M | 2.2% |
111,992
| – | – |
2013 Q2
53 quarters
|
|
14
People Inc
PPLI
$3.28B
| $13.4M | 1.38% |
319,477
| – | – |
2013 Q2
53 quarters
|
|
15
Clear Secure
YOU
$5.7B
| $13.4M | 1.38% |
318,965
| – | – |
2021 Q2
21 quarters
|
|
16
Joby Aviation
JOBY
$5.16B
| $9.43M | 0.97% |
1,557,888
| – | – |
2021 Q3
20 quarters
|
|
17
Coca-Cola
KO
$427B
| $8.53M | 0.88% |
99,054
| – | – |
2013 Q2
53 quarters
|
|
18
GE Vernova
GEV
$213B
| $7.97M | 0.82% |
8,387
| – | – |
2025 Q2
5 quarters
|
|
19
Tempus AI
TEM
$13.1B
| $6.28M | 0.65% |
76,621
| – | – |
2024 Q2
9 quarters
|
|
20
Amazon
AMZN
$2.88T
| $6.08M | 0.63% |
24,420
| – | – |
2025 Q3
4 quarters
|
|
21
UnitedHealth
UNH
$365B
| $5M | 0.52% |
13,633
| – | – |
2025 Q2
5 quarters
|
|
22
Meta Platforms (Facebook)
META
$1.64T
| $4.92M | 0.51% |
6,782
| – | – |
2025 Q2
5 quarters
|
|
23
Visa
V
$794B
| $4.19M | 0.43% |
11,668
| – | – |
2020 Q1
26 quarters
|
|
24
Berkshire Hathaway Class B
BRK.B
$1.26T
| $3.44M | 0.36% |
6,906
| – | – |
2019 Q2
29 quarters
|
|
25
TransDigm Group
TDG
$66.5B
| $2.99M | 0.31% |
2,764
| – | – |
2018 Q4
31 quarters
|
|
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Allen Operations's Q3 2026 Portfolio in Review
As of Q3 2026, Allen Operations held 34 positions worth $968M, up 34% from $722M the previous quarter. Its ten largest holdings account for 82% of the portfolio.
Allen Operations deployed $218M of net new capital in Q3 2026, opening 1 new position and adding to 2 existing holdings. Its largest new stake was Bending Spoons S.p.A. Ordinary Shares: 5,695,200 shares worth $190M.
By sector, the portfolio is most concentrated in Technology at 50% of assets, up from 27% a quarter earlier, followed by Financials and Industrials.
On the sell side, the most notable exit was BlackSky Technology, an estimated $367K sold.
- Allen Operations's largest Q3 2026 buy was Bending Spoons S.p.A. Ordinary Shares: 5,695,200 shares worth $190M.
- Allen Operations added most to Figma in Q3 2026, an estimated $1.33M increase.
- Allen Operations fully exited BlackSky Technology in Q3 2026, selling an estimated $367K.
- Allen Operations's ten largest holdings make up 82% of its $968M portfolio in Q3 2026.
- Allen Operations opened 1 new position and closed 1 in Q3 2026.
- Allen Operations's portfolio value rose 34% quarter-over-quarter to $968M.
Based on Allen Operations's 13F filing for Q3 2026, filed 3 Nov 2026.