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Latest ALLEN OPERATIONS LLC Stock Portfolio

$503Million

Equity Portfolio Value
Last Reported on: 14 Feb, 2024

About ALLEN OPERATIONS LLC and it’s 13F Hedge Fund Stock Holdings

In it's latest 13F Holdings report, ALLEN OPERATIONS LLC reported an equity portfolio of $503.7 Millions as of 31 Dec, 2023.

The top stock holdings of ALLEN OPERATIONS LLC are AYI, CMCSA, AUR. The fund has invested 14% of it's portfolio in ACUITY BRANDS INC and 9.1% of portfolio in COMCAST CORP NEW.

The fund managers got completely rid off ACTIVISION BLIZZARD INC (ATVI), COINBASE GLOBAL INC (COIN) and DUOLINGO INC (DUOL) stocks. ALLEN OPERATIONS LLC opened new stock positions in COUPANG INC (CPNG). The fund showed a lot of confidence in some stocks as they added substantially to PALANTIR TECHNOLOGIES INC (PLTR).

New Buys

Ticker$ Bought
COUPANG INC5,261,750

New stocks bought by ALLEN OPERATIONS LLC

Additions


Additions to existing portfolio by ALLEN OPERATIONS LLC

Reductions

None of the existing positions were reduced by ALLEN OPERATIONS LLC

Sold off

Ticker$ Sold
NEXIMMUNE INC-133,546
ACTIVISION BLIZZARD INC-27,611,500
VROOM INC-223,518
COINBASE GLOBAL INC-6,303,940
DUOLINGO INC-3,923,160
RIGETTI COMPUTING INC-14,308
LEMONADE INC-124,253

ALLEN OPERATIONS LLC got rid off the above stocks

Current Stock Holdings of ALLEN OPERATIONS LLC

Last Reported on: 14 Feb, 2024
TickerNamesorted ascending% PortfolioShares Held$ ValueType% ChangeOptions
ABSIABSCI CORPORATION0.20236,129991,742UNCHANGED0.00
AFRMAFFIRM HLDGS INC7.04721,38235,448,700UNCHANGED0.00
AGXARGAN INC0.3032,8001,534,710UNCHANGED0.00
ATVIACTIVISION BLIZZARD INC0.000.000.00SOLD OFF-100
AURAURORA INNOVATION INC9.0110,385,10045,382,900UNCHANGED0.00
AYIACUITY BRANDS INC13.99344,10070,482,000UNCHANGED0.00
BLNDBLEND LABS INC0.17344,761879,141UNCHANGED0.00
CHTRCHARTER COMMUNICATIONS INC N1.2115,7016,102,660UNCHANGED0.00
CMCSACOMCAST CORP NEW9.081,043,20045,744,400UNCHANGED0.00
COINCOINBASE GLOBAL INC0.000.000.00SOLD OFF-100
CPNGCOUPANG INC1.04325,0005,261,750NEW
DIBS1STDIBS COM INC0.16176,826827,546UNCHANGED0.00
DNAGINKGO BIOWORKS HOLDINGS INC0.832,478,1004,187,980UNCHANGED0.00
DUOLDUOLINGO INC0.000.000.00SOLD OFF-100
GOOGALPHABET INC4.40157,12122,143,100UNCHANGED0.00
GOOGALPHABET INC2.3183,38011,647,400UNCHANGED0.00
IACIAC INC3.32319,47716,734,200UNCHANGED0.00
JOBYJOBY AVIATION INC2.061,557,89010,360,000UNCHANGED0.00
KOCOCA COLA CO1.1699,0545,837,250UNCHANGED0.00
KRKROGER CO1.96215,4009,845,930UNCHANGED0.00
LMNDLEMONADE INC0.000.000.00SOLD OFF-100
MAMASTERCARD INCORPORATED5.5565,55327,959,000UNCHANGED0.00
MSFTMICROSOFT CORP6.6088,38333,235,500UNCHANGED0.00
MTCHMATCH GROUP INC NEW0.057,285265,903UNCHANGED0.00
NEXINEXIMMUNE INC0.000.000.00SOLD OFF-100
PLTRPALANTIR TECHNOLOGIES INC4.961,456,57025,009,300ADDED9.83
RGTIRIGETTI COMPUTING INC0.000.000.00SOLD OFF-100
RXRXRECURSION PHARMACEUTICALS IN0.43217,6572,146,100UNCHANGED0.00
SCHWSCHWAB CHARLES CORP6.87502,81534,593,700UNCHANGED0.00
SNTISENTI BIOSCIENCES INC0.0021,44314,152UNCHANGED0.00
TDGTRANSDIGM GROUP INC0.562,7642,796,060UNCHANGED0.00
TXG10X GENOMICS INC0.6356,6003,167,340UNCHANGED0.00
VVISA INC0.101,966511,848UNCHANGED0.00
VMEOVIMEO INC0.11139,583547,166UNCHANGED0.00
VRMVROOM INC0.000.000.00SOLD OFF-100
WDAYWORKDAY INC6.14111,99230,916,500UNCHANGED0.00
XOMEXXON MOBIL CORP0.8342,0004,199,160UNCHANGED0.00
YOUCLEAR SECURE INC4.01979,16020,219,700UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL4.4241.0022,247,600UNCHANGED0.00
BERKSHIRE HATHAWAY INC DEL0.496,9062,463,090UNCHANGED0.00