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
$720M
AUM Growth
+$73.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
40
New
Increased
Reduced
Closed

Top Buys

1
+$101M
2
+$10.3M
3
+$3.58M
4
RXRX icon
Recursion Pharmaceuticals
RXRX
+$2.56M
5
DUOL icon
Duolingo
DUOL
+$942K

Top Sells

1
+$8.81M
2
+$530K
3
+$2.79K

Sector Composition

1 Technology 44.54%
2 Communication Services 23.02%
3 Financials 15.01%
4 Industrials 12.12%
5 Healthcare 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.53M 0.35%
344,762
27
$2.51M 0.35%
139,583
28
$2.21M 0.31%
176,826
29
$2.15M 0.3%
2,495
30
$2.06M 0.29%
6,906
31
$1.82M 0.25%
13,681
32
$1.78M 0.25%
17,305
-27
33
$1.76M 0.24%
2,764
34
$1.38M 0.19%
29,370
35
$1.37M 0.19%
29,460
36
$1.27M 0.18%
32,800
37
$963K 0.13%
7,285
38
$942K 0.13%
+8,876
39
$445K 0.06%
203,176
40
$426K 0.06%
1,966
-2,447
1
2