account_balance

Investment manager · 13F filer · SEC CIK 1389544

Allen Operations LLC

Reported value$968Mas of Sep 30, 2026
Positions33 1 new, 1 sold out
Top 10 weight82.1%PLTR alone is 22%
FiledNov 334 days after quarter end

Portfolio · as of Sep 30, 2026

Where the money is

New or addedTrimmedHeld

Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.

Show the top 12 as a list
PLTR Palantir Technologies Inc. 21.7% HeldBSP Bending Spoons S.p.A. 19.6% NewAYI Acuity Inc. 11.0% HeldAUR Aurora Innovation, Inc. 5.9% HeldAFRM Affirm Holdings, Inc. 5.2% HeldMSFT Microsoft Corp 4.7% HeldSCHW Charles Schwab Corp 3.8% HeldMA Mastercard Inc 3.7% HeldIBIT iShares Bitcoin Trust ETF 3.3% Held
Berkshire Hathaway Inc 3.2% Held
GOOG Alphabet Inc. 3.0% HeldGOOGL Alphabet Inc. 3.0% Held

What changed

Biggest moves since Jun 30, 2026

Filed Nov 3, 2026, compared with the Aug 5, 2026 filing
add_circleNew
arrow_upwardAdded

None

arrow_downwardTrimmed

None

remove_circleSold out

Where this data comes from. Insider trades, fund holdings, activist stakes and company results come from public SEC EDGAR filings (Forms 4, 13F, 13D/13G, 10-Q and 8-K). Congress trades come from the STOCK Act reports members file with the House Clerk and the Senate. Daily closing prices come from post-no-preference/stocks on DoltHub, a community-run database shared under CC BY-SA 4.0; the prices we show stay under that license. They are each day's close, not live or official exchange prices.

This is data, not investment advice. About StockToast · Your watchlist