Allen Operations LLC Portfolio Holdings
Allen Operations LLC
- $625 Million
- Q4 2024
Allen Operations LLC has filed its 13F form on February 10, 2025 for Q4 2024 where it was disclosed a total value porftolio of $625 Million distributed in 31 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Palantir Technologies Inc. with a value of $110M, Acuity Brands Inc with a value of $101M, Aurora Innovation, Inc. with a value of $65.4M, Affirm Holdings, Inc. with a value of $43.9M, and Microsoft Corp with a value of $37.3M.
Examining the 13F form we can see an increase of $38.8M in the current position value, from $586M to 625M.
Below you can find more details about Allen Operations LLC portfolio as well as his latest detailed transactions.
Portfolio value
$625 Million
Technology: $301 Million
Industrials: $117 Million
Financial Services: $102 Million
Communication Services: $56.9 Million
Consumer Defensive: $29.3 Million
Energy: $9.67 Million
Consumer Cyclical: $7.77 Million
Healthcare: $2.09 Million
Other: $0