Allen Operations LLC Top Holdings and 13F Report (2024) → Everybody laughed when he recommended Netflix (From Stansberry Research) (Ad) About Allen Operations LLCInvestment ActivityAllen Operations LLC has $526.63 million in total holdings as of March 31, 2024.Allen Operations LLC owns shares of 33 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 1.10% of the portfolio was purchased this quarter.About 1.16% of the portfolio was sold this quarter.This quarter, Allen Operations LLC has purchased 33 new stocks and bought additional shares in 1 stock.Allen Operations LLC sold shares of 0 stocks and completely divested from 1 stock this quarter.Largest Holdings Acuity Brands $92,469,993Comcast $45,222,807Microsoft $37,184,496Charles Schwab $36,373,637Palantir Technologies $33,515,630 Largest New Holdings this Quarter Coinbase Global $209,445 Holding Largest Purchases this Quarter Exxon Mobil 47,900 shares (about $5.57M)Coinbase Global 790 shares (about $209.45K) Sector Allocation Over TimeMap of 500 Largest Holdings ofAllen Operations LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAYIAcuity Brands$92,469,9930.0%344,10017.6%ConstructionCMCSAComcast$45,222,8070.0%1,043,2028.6%Consumer DiscretionaryMSFTMicrosoft$37,184,4960.0%88,3837.1%Computer and TechnologySCHWCharles Schwab$36,373,6370.0%502,8156.9%FinancePLTRPalantir Technologies$33,515,6300.0%1,456,5686.4%Business ServicesMAMastercard$31,568,3580.0%65,5536.0%Business ServicesWDAYWorkday$30,545,8180.0%111,9925.8%Computer and TechnologyAURAurora Innovation$29,285,9710.0%10,385,0965.6%Business ServicesAFRMAffirm$26,878,6930.0%721,3825.1%Business ServicesBRK.ABerkshire Hathaway$26,012,0400.0%414.9%FinanceGOOGAlphabet$23,923,2430.0%157,1214.5%Computer and TechnologyYOUClear Secure$20,826,7330.0%979,1604.0%Industrial ProductsIACIAC$17,040,9030.0%319,4773.2%Multi-Sector ConglomeratesGOOGLAlphabet$12,584,5430.0%83,3802.4%Computer and TechnologyKRKroger$12,305,8020.0%215,4002.3%Retail/WholesaleXOMExxon Mobil$10,449,976$5,567,896 ▲114.0%89,9002.0%Oils/EnergyJOBYJoby Aviation$8,350,2800.0%1,557,8881.6%TransportationKOCoca-Cola$6,060,1240.0%99,0541.2%Consumer StaplesCPNGCoupang$5,781,7500.0%325,0001.1%Retail/WholesaleTDGTransDigm Group$3,404,1420.0%2,7640.6%AerospaceBRK.BBerkshire Hathaway$2,904,1110.0%6,9060.6%FinanceDNAGinkgo Bioworks$2,874,5940.0%2,478,0980.5%MedicalRXRXRecursion Pharmaceuticals$2,170,0400.0%217,6570.4%MedicalTXG10x Genomics$2,124,1980.0%56,6000.4%MedicalAGXArgan$1,657,7120.0%32,8000.3%ConstructionABSIAbsci$1,341,2130.0%236,1290.3%MedicalBLNDBlend Labs$1,120,4730.0%344,7610.2%Computer and TechnologyDIBS1stdibs.Com$1,053,8830.0%176,8260.2%Retail/WholesaleVMEOVimeo$570,8940.0%139,5830.1%Business ServicesVVisa$548,6710.0%1,9660.1%Business ServicesMTCHMatch Group$264,3000.0%7,2850.1%Retail/WholesaleCOINCoinbase Global$209,445$209,445 ▲New Holding7900.0%FinanceSNTISenti Biosciences$8,0840.0%21,4430.0%MedicalCHTRCharter Communications$0$6,102,665 ▼-100.0%00.0%Consumer DiscretionaryShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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