1y return+4.7%S&P 500 +20.9%
3y return+96.7%S&P 500 +68.5%
5y return+21.9%S&P 500 +74.5%
10y return+313.4%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $413 against $357 in the S&P 500.2
Allen Operations LLCS&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| PLTRPalantir Technologies Inc | $131.3M | 18.2% | |
| AYIAcuity Inc | $129.6M | 18.0% | |
| AURAurora Innovation Inc | $70.8M | 9.8% | |
| AFRMAffirm Hldgs Inc | $58.8M | 8.2% | |
| SCHWSchwab Charles Corp | $35.1M | 4.9% | |
| MAMastercard Incorporated | $33.7M | 4.7% | |
| MSFTMicrosoft Corp | $33.0M | 4.6% | |
| BRK/ABerkshire Hathaway Inc Del | $30.7M | 4.3% | |
| GOOGAlphabet Inc | $30.2M | 4.2% | |
| GOOGLAlphabet Inc | $29.8M | 4.1% | |
| IBITIshares Bitcoin Trust Etf | $22.3M | 3.1% | |
| YOUClear Secure Inc | $17.8M | 2.5% | −13.3% |
| PPLIPeople Inc | $14.7M | 2.0% | |
| Joby Aviation IncCUSIP G65163100 | $13.9M | 1.9% | |
| WDAYWorkday Inc | $13.7M | 1.9% | |
| GEVGe Vernova Inc | $9.9M | 1.4% | |
| KOCoca Cola Co | $8.1M | 1.1% | |
| AMZNAmazon Com Inc | $5.8M | 0.8% | |
| UNHUnitedhealth Group Inc | $5.7M | 0.8% | |
| TEMTempus Ai Inc | $4.4M | 0.6% | |
| VVisa Inc | $4.0M | 0.6% | |
| METAMeta Platforms Inc | $3.8M | 0.5% | |
| TDGTransdigm Group Inc | $3.7M | 0.5% | |
| BRK/BBerkshire Hathaway Inc Del | $3.5M | 0.5% | |
| SKYDParamount Skydance Corp | $1.8M | 0.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| PLTRPalantir Technologies Inc | September 30, 2020 | +1128.1% | $131.3M |
| GOOGLAlphabet Inc | June 30, 2020 | +404.0% | $29.8M |
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $30.2M |
| AYIAcuity Inc | September 30, 2020 | +268.0% | $129.6M |
| TDGTransdigm Group Inc | June 30, 2020 | +201.3% | $3.7M |
| BRK/BBerkshire Hathaway Inc Del | June 30, 2020 | +180.3% | $3.5M |
| BRK/ABerkshire Hathaway Inc Del | June 30, 2020 | +180.2% | $30.7M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $35.1M |
| GEVGe Vernova Inc | June 30, 2025 | +122.0% | $9.9M |
| KOCoca Cola Co | June 30, 2020 | +81.9% | $8.1M |
Sold off last quarter
- Exxon Mobil CorpCUSIP 30231G102 was $15.3M
- CPNGCoupang Inc was $6.1M
- IOTSamsara Inc was $1.1M
- ALABAstera Labs Inc was $671K
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +10.9% | +14.8% |
| March 31, 2026 | −15.5% | −4.6% |
| December 31, 2025 | −2.9% | +2.4% |
| September 30, 2025 | +15.1% | +7.8% |
| June 30, 2025 | +18.9% | +10.5% |
| March 31, 2025 | −1.3% | −4.6% |
| December 31, 2024 | +13.7% | +2.1% |
| September 30, 2024 | +19.0% | +5.4% |
| June 30, 2024 | −4.2% | +4.0% |
| March 31, 2024 | +4.3% | +10.0% |
| December 31, 2023 | +20.2% | +11.2% |
| September 30, 2023 | −1.5% | −3.6% |
| June 30, 2023 | +13.1% | +8.3% |
| March 31, 2023 | +6.3% | +7.0% |
| December 31, 2022 | −0.4% | +7.1% |
| September 30, 2022 | −4.7% | −5.3% |
| June 30, 2022 | −28.4% | −16.5% |
| March 31, 2022 | −21.0% | −4.9% |
| December 31, 2021 | −4.7% | +10.7% |
| September 30, 2021 | +0.8% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Allen Operations LLC Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1389544&type=13F-HR&dateb=&owner=include&count=40CIK 1389544
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1389544/000121465926009634/Filed August 5, 2026 · accession 0001214659-26-009634