AO
Allen Operations Portfolio holdings
AUM
$799M
1-Year Est. Return
43.67%
This Fund
S&P 500
1 Year Est. Return
+43.67%
AUM
$799M
AUM Growth
-$38.4M
(-4.6%)
Holding
38
Top Sells
| 1 | +$13.6M | |
| 2 | +$1.08M | |
| 3 | +$880K | |
| 4 |
Absci
ABSI
|
+$718K |
Sector Composition
| 1 | Technology | 41.03% |
| 2 | Financials | 20.97% |
| 3 | Industrials | 19.22% |
| 4 | Communication Services | 9.43% |
| 5 | Consumer Discretionary | 1.66% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Berkshire Hathaway Class B
BRK.B
$1.06T
| $3.47M | 0.43% |
6,906
|
|
||
|
PSKY
27
Paramount Skydance Corp
PSKY
$10.8B
| $2.25M | 0.28% |
+167,743
|
|
||
28
Angi Inc
ANGI
$296M
| $2.17M | 0.27% |
167,756
|
|
||
29
Samsara
IOT
$18.3B
| $1.28M | 0.16% |
66,020
+30,000
|
|
||
30
1stdibs.com
DIBS
$194M
| $1.06M | 0.13% |
176,826
|
|
||
31
Blend Labs
BLND
$405M
| $1.05M | 0.13% |
344,761
|
|
||
32
Astera Labs
ALAB
$20.5B
| $1.02M | 0.13% |
6,122
|
|
||
33
Recursion Pharmaceuticals
RXRX
$1.81B
| $890K | 0.11% |
217,657
|
|
||
|
FIG
34
Figma
FIG
$13.6B
| $702K | 0.09% |
18,783
|
|
||
35
Ginkgo Bioworks
DNA
$421M
| $515K | 0.06% |
61,951
|
|
||
|
VMEO
36
DELISTED
Vimeo
VMEO
| – | – |
-139,583
|
|
||
|
37
Absci
ABSI
$359M
| – | – |
-236,129
|
|
||
38
Rubrik
RBRK
$10.7B
| – | – |
-10,694
|
|