AO
Allen Operations Portfolio holdings
AUM
$838M
1-Year Est. Return
82.95%
1 Year Est. Return
+82.95%
AUM
$727M
AUM Growth
+$119M
(+20%)
Holding
35
Top Buys
| 1 | +$5.01M | |
| 2 | +$4.44M | |
| 3 | +$4.25M | |
| 4 |
Angi Inc
ANGI
|
+$2.56M |
| 5 |
Samsara
IOT
|
+$936K |
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 | |
|---|---|---|---|---|---|---|
|
26
Angi Inc
ANGI
$468M
| $2.56M | 0.35% |
+167,756
|
|
||
27
Blend Labs
BLND
$779M
| $1.14M | 0.16% |
344,761
|
|
||
28
Astera Labs
ALAB
$24.4B
| $1.11M | 0.15% |
12,244
|
|
||
29
Recursion Pharmaceuticals
RXRX
$2.16B
| $1.1M | 0.15% |
217,657
|
|
||
|
30
Samsara
IOT
$21.7B
| $936K | 0.13% |
+23,518
|
|
||
31
Ginkgo Bioworks
DNA
$487M
| $697K | 0.1% |
61,951
|
|
||
32
Absci
ABSI
$397M
| $607K | 0.08% |
236,129
|
|
||
33
Vimeo
VMEO
$1.31B
| $564K | 0.08% |
139,583
|
|
||
34
1stdibs.com
DIBS
$182M
| $486K | 0.07% |
176,826
|
|
||
|
BSLK
35
Bolt Projects Holdings
BSLK
$7.35M
| – | – |
-2,014
|
|