ALLEN OPERATIONS LLC
CIK 1389544 · Holdings on Sep 30, 2023 · First reported Nov 13, 2023
Top ten holdings
Q3 2023- AYI12.96%
- CMCSA10.23%
- MSFT6.17%
- ATVI6.10%
- SCHW6.10%
- MA5.74%
- AUR5.40%
- WDAY5.32%
- BRK.A4.82%
- PLTR4.69%
Share classes counted separately67.53%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AYIACUITY INC View history and evidence | $58.60M | 12.96% | 344.10K shares | — | ↗▾ | |
| 02 | CMCSACOMCAST CORP-CLASS ACL A View history and evidence | $46.26M | 10.23% | 1.04M shares | — | ↗▾ | |
| 03 | MSFTMICROSOFT CORP View history and evidence | $27.91M | 6.17% | 88.38K shares | — | ↗▾ | |
| 04 | ATVIACTIVISION BLIZZARD INC View history and evidence | $27.61M | 6.10% | 294.90K shares | — | ↗▾ | |
| 05 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $27.60M | 6.10% | 502.81K shares | — | ↗▾ | |
| 06 | MAMASTERCARD INC - ACL A View history and evidence | $25.95M | 5.74% | 65.55K shares | — | ↗▾ | |
| 07 | AURAURORA INNOVATION INCCLASS A COM View history and evidence | $24.40M | 5.40% | 10.39M shares | — | ↗▾ | |
| 08 | WDAYWORKDAY INC-CLASS ACL A View history and evidence | $24.06M | 5.32% | 111.99K shares | — | ↗▾ | |
| 09 | BRK.ABERKSHIRE HATHAWAY INC-CL ACL A View history and evidence | $21.79M | 4.82% | 41 shares | — | ↗▾ | |
| 10 | PLTRPALANTIR TECHNOLOGIES INC-ACL A View history and evidence | $21.22M | 4.69% | 1.33M shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1389544 · Period 2023-09-30
Data loaded 2026-09-23 · First reported 2023-11-13
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 452320673
}Research all 39 reported holdings.
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