AO

Allen Operations Portfolio holdings

AUM $838M
1-Year Est. Return 82.95%
This Quarter Est. Return
1 Year Est. Return
+82.95%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$838M
AUM Growth
+$111M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
37
New
Increased
Reduced
Closed

Top Buys

1
+$5.36M
2
+$974K
3
+$880K
4
IOT icon
Samsara
IOT
+$466K

Top Sells

1
+$5.72M
2
+$1.2M

Sector Composition

1 Technology 50.55%
2 Industrials 18.2%
3 Financials 13.37%
4 Communication Services 7.12%
5 Consumer Discretionary 1.94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BRK.B icon
26
Berkshire Hathaway Class B
BRK.B
$1.09T
$3.47M 0.41%
6,906
ANGI icon
27
Angi Inc
ANGI
$559M
$2.73M 0.33%
167,756
IOT icon
28
Samsara
IOT
$23.4B
$1.34M 0.16%
36,020
+12,502
BLND icon
29
Blend Labs
BLND
$852M
$1.26M 0.15%
344,761
ALAB icon
30
Astera Labs
ALAB
$25.8B
$1.2M 0.14%
6,122
-6,122
VMEO
31
DELISTED
Vimeo
VMEO
$1.08M 0.13%
139,583
RXRX icon
32
Recursion Pharmaceuticals
RXRX
$2.54B
$1.06M 0.13%
217,657
FIG
33
Figma
FIG
$19.2B
$974K 0.12%
+18,783
DNA icon
34
Ginkgo Bioworks
DNA
$558M
$903K 0.11%
61,951
RBRK icon
35
Rubrik
RBRK
$13.9B
$880K 0.11%
+10,694
ABSI icon
36
Absci
ABSI
$552M
$718K 0.09%
236,129
DIBS icon
37
1stdibs.com
DIBS
$227M
$458K 0.05%
176,826
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