Allen Operations LLC holds a focused book of 33 stocks worth $721.7M as of Q2 2026 (disclosed Aug 5, 2026, a ~36-day 13F lag). This quarter they opened Space Exploration Techn Corp and trimmed Clear Secure Inc -Class A. Their largest long position is Palantir Technologies Inc-A at 18% of the equity book.
Top-heavy: focused book
Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.
98% mapped to company sectors
Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.
Estimated $ traded · quarter-end prices, no cost basis
Other tracked managers holding the same core names as Allen Operations LLC
| Manager / fund | Shared names | Their $ in those |
|---|---|---|
| Integrated Wealth Concepts LLC | 37 / 33 | $918.6M |
| BlackRock, Inc. | 36 / 33 | $1.0T |
| FMR LLC | 36 / 33 | $420.9B |
| MORGAN STANLEY | 36 / 33 | $236.1B |
| JPMORGAN CHASE & CO | 36 / 33 | $229.7B |
| BANK OF AMERICA CORP /DE/ | 36 / 33 | $125.4B |
| GOLDMAN SACHS GROUP INC | 36 / 33 | $104.8B |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 36 / 33 | $99.5B |
Ranked by how many of Allen Operations LLC's top 33 disclosed names each fund also holds: a cross-fund conviction signal from the latest 13F of every tracked manager.
Bars show each stock's share of the portfolio. Click a row for its position history.
| # | Security | Value | Shares | % Port | Last move | History |
|---|---|---|---|---|---|---|
| 1 | Palantir Technologies Inc CL A | $131.3M | 1.13M | 18.2% | —Held | |
| 2 | Acuity Inc COM | $129.6M | 344.1K | 18.0% | —Held | |
| 3 | Aurora Innovation Inc CLASS A COM | $70.8M | 10.39M | 9.8% | —Held | |
| 4 | Affirm Hldgs Inc COM CL A | $58.8M | 721.4K | 8.2% | —Held | |
| 5 | Schwab Charles Corp COM | $35.1M | 380.2K | 4.9% | —Held | |
| 6 | Mastercard Incorporated CL A | $33.7M | 65.6K | 4.7% | —Held | |
| 7 | Microsoft Corp COM | $33.0M | 88.4K | 4.6% | —Held | |
| 8 | Berkshire Hathaway Inc Del CL A | $30.7M | 41 | 4.3% | —Held | |
| 9 | Alphabet Inc CAP STK CL C | $30.2M | 85.4K | 4.2% | —Held | |
| 10 | Alphabet Inc CAP STK CL A | $29.8M | 83.4K | 4.1% | —Held | |
| 11 | Ishares Bitcoin Trust ETF SHS BEN INT | $22.3M | 670.2K | 3.1% | —Held | |
| 12 | Clear Secure Inc COM CL A | $17.8M | 319.0K | 2.5% | ▼−13% Reduced · −49K sh | |
| 13 | People Inc COM NEW | $14.7M | 319.5K | 2.0% | —Held | |
| 14 | Joby Aviation Inc COMMON STOCK | $13.9M | 1.56M | 1.9% | —Held | |
| 15 | Workday Inc CL A | $13.7M | 112.0K | 1.9% | —Held | |
| 16 | Ge Vernova Inc COM | $9.9M | 8.4K | 1.4% | —Held | |
| 17 | Coca Cola Co COM | $8.1M | 99.1K | 1.1% | —Held | |
| 18 | Amazon Com Inc COM | $5.8M | 24.4K | 0.8% | —Held | |
| 19 | Unitedhealth Group Inc COM | $5.7M | 13.6K | 0.8% | —Held | |
| 20 | Tempus AI Inc CL A | $4.4M | 76.6K | 0.6% | —Held | |
| 21 | Visa Inc COM CL A | $4.0M | 11.7K | 0.6% | —Held | |
| 22 | Meta Platforms Inc CL A | $3.8M | 6.8K | 0.5% | —Held | |
| 23 | Transdigm Group Inc COM | $3.7M | 2.8K | 0.5% | —Held | |
| 24 | Berkshire Hathaway Inc Del CL B NEW | $3.5M | 6.9K | 0.5% | —Held | |
| 25 | Paramount Skydance Corp COM CL B | $1.8M | 181.0K | 0.2% | —Held | |
| 26 | Space Exploration Techn Corp CLASS A COM STK | $1.1M | 6.6K | 0.2% | ▲New New position | |
| 27 | Angi Inc CL A NEW | $998K | 167.8K | 0.1% | —Held | |
| 28 | 1STDIBS Com Inc COM | $866K | 176.8K | 0.1% | —Held | |
| 29 | Recursion Pharmaceuticals In CL A | $799K | 217.7K | 0.1% | —Held | |
| 30 | Ginkgo Bioworks Holdings Inc CL A NEW | $614K | 62.0K | 0.1% | —Held | |
| 31 | Blend Labs Inc CL A | $590K | 344.8K | 0.1% | —Held | |
| 32 | Figma Inc CLASS A COM STK | $420K | 23.2K | 0.1% | ▲+18% Added · +4K sh | |
| 33 | Blacksky Technology Inc CL A NEW | $367K | 13.1K | 0.1% | ▲New New position |
The public view is the crawlable proof. The same sourced dataset is available through REST and MCP for agents, research scripts, and back-office tools.
This fund page is the Follow view. The Build view lets your agent pull holdings, quarter changes, overlap, and source filings through API or MCP.
curl -H "Authorization: Bearer YOUR_API_KEY" \ "https://arkolith.com/api/v1/funds/1389544/holdings"
Use Arkolith to show ALLEN OPERATIONS LLC's latest holdings, largest changes, and filing provenance.
As-of date vs the date the SEC received each filing
Holdings from SEC EDGAR 13F-HR filings, updated quarterly, filed up to 45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.