13F GuideFiling Basics
What is SEC Form 13F? Ultimate Guide to Institutional Equity Filings
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
AlphaSMO Research GuideRead Guide
CIK: 0001389544
Total reported value
$721.7M
$721.7M
35 檔
51.6%
During the Q1 2026 filing period, Allen Operations LLC (CIK: 0001389544) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $721.7M across 35 reported positions.
During Q1 2026, Allen Operations LLC performed routine portfolio adjustments (0 new buys, 2 additions, 2 trims, and 0 full exits), keeping overall allocation balanced.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 24.57% | -6.38% | — | |
| 2 | AYI | Acuity Inc | Stock-Industrials | 14.40% | +3.56% | — | |
| 3 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 6.39% | +3.42% | — | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 5.34% | -0.48% | — | |
| 5 | AFRM | Affirm Holdings Inc | Stock-Financials | 4.94% | +3.21% | — | |
| 6 | MA | Mastercard Inc - A | Stock-Financials | 4.89% | -0.23% | — | |
| 7 | MSFT | Microsoft CORP | Stock-Tech | 4.88% | -0.31% | — | |
| 8 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 4.40% | -0.15% | — | |
| 9 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 3.84% | -0.75% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.66% | +0.52% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.58% | +0.55% | — | |
| 12 | YOU | Clear Secure Inc -class A | Stock-Tech | 2.66% | -0.20% | -25.00% | |
| 13 | XOM | Exxon Mobil CORP | Stock-Energy | 2.28% | -2.28% | EXIT | |
| 14 | WDAY | Workday Inc-class A | Stock-Tech | 2.17% | -0.27% | — | |
| 15 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 1.92% | +0.01% | — | |
| 16 | PPLI | People Inc | Stock-Comm Services | 1.91% | +0.13% | — | |
| 17 | KO | Coca-cola Co/the | Stock-Consumer Staples | 1.12% | — | — | |
| 18 | GEV | GE Vernova Inc | Stock-Industrials | 1.09% | +0.28% | — | |
| 19 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.92% | -0.92% | EXIT | |
| 20 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.76% | +0.05% | — | |
| 21 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.58% | -0.05% | — | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.55% | +0.24% | — | |
| 23 | V | Visa Inc-class A Shares | Stock-Financials | 0.53% | +0.02% | — | |
| 24 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.52% | +0.10% | — | |
| 25 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.49% | -0.01% | — | |
| 26 | TDG | Transdigm Group Inc | Stock-Industrials | 0.48% | +0.03% | — | |
| 27 | PSKY | Paramount Skydance Cl B | Stock-Comm Services | 0.24% | +0.01% | +7.93% | |
| 28 | ANGI | Angi Inc | Stock-Other | 0.17% | -0.03% | — | |
| 29 | IOT | Samsara Inc-cl A | Stock-Tech | 0.17% | -0.17% | EXIT | |
| 30 | DIBS | 1stdibs.com Inc | Stock-Other | 0.15% | -0.03% | — | |
| 31 | ALAB | Astera Labs Inc | Stock-Tech | 0.10% | -0.10% | EXIT | |
| 32 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.10% | +0.01% | — | |
| 33 | BLND | Blend Labs Inc-a | Stock-Other | 0.09% | -0.01% | — | |
| 34 | FIG | Figma Inc-cl A | Stock-Other | 0.06% | — | +4.33% | |
| 35 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.06% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AUR | Aurora Innovation Inc | +1.4% | — | Unchanged |
| 2 | XOM | Exxon Mobil CORP | +0.9% | — | Unchanged |
| 3 | SCHW | Schwab (charles) CORP | +0.6% | — | Unchanged |
| 4 | BRK-A | Berkshire Hathaway Inc-cl A | +0.5% | — | Unchanged |
| 5 | YOU | Clear Secure Inc -class A | +0.5% | -25.00% | Trim |
| 6 | GEV | GE Vernova Inc | +0.4% | — | Unchanged |
| 7 | PPLI | People Inc | +0.4% | — | Unchanged |
| 8 | GOOG | Alphabet Inc-cl C | +0.3% | — | Unchanged |
| 9 | GOOGL | Alphabet Inc-cl A | +0.3% | — | Unchanged |
| 10 | KO | Coca-cola Co/the | +0.3% | — | Unchanged |
| 11 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 12 | BRK-B | Berkshire Hathaway Inc-cl B | +0.1% | — | Unchanged |
| 13 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 14 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 15 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 16 | TDG | Transdigm Group Inc | 0% | — | Unchanged |
| 17 | DIBS | 1stdibs.com Inc | 0% | — | Unchanged |
| 18 | IOT | Samsara Inc-cl A | 0% | -45.44% | Trim |
| 19 | DNA | Ginkgo Bioworks Holdings Inc | — | — | Unchanged |
| 20 | UNH | Unitedhealth Group Inc | 0% | — | Unchanged |
| 21 | RXRX | Recursion Pharmaceuticals-a | 0% | — | Unchanged |
| 22 | ALAB | Astera Labs Inc | 0% | — | Unchanged |
| 23 | FIG | Figma Inc-cl A | 0% | +4.33% | Add |
| 24 | CPNG | Coupang Inc | 0% | — | Unchanged |
| 25 | PSKY | Paramount Skydance Cl B | 0% | +7.93% | Add |
| 26 | BLND | Blend Labs Inc-a | 0% | — | Unchanged |
| 27 | TEM | Tempus Ai Inc-cl A | -0.1% | — | Unchanged |
| 28 | ANGI | Angi Inc | -0.1% | — | Unchanged |
| 29 | IBIT | Ishares Bitcoin Trust ETF | -0.3% | — | Unchanged |
| 30 | PLTR | Palantir Technologies Inc-a | -0.5% | — | Unchanged |
| 31 | MSFT | Microsoft CORP | -0.5% | — | Unchanged |
| 32 | JOBY | Joby Aviation, Inc. | -0.7% | — | Unchanged |
| 33 | WDAY | Workday Inc-class A | -0.8% | — | Unchanged |
| 34 | AYI | Acuity Inc | -1.1% | — | Unchanged |
| 35 | AFRM | Affirm Holdings Inc | -1.8% | — | Unchanged |
According to official SEC Form 13F filings, Allen Operations LLC reported a total U.S. public equity portfolio value of $721.7M across 35 disclosed positions in Q1 2026.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, AYI, AUR) accounted for 51.6% of total reported equity market value during Q1 2026.
Top Position Liquidated / Trimmed
YOU
前期市值: $17.2M
During Q1 2026, Allen Operations LLC's top holdings by market value included PLTR (24.6%)、AYI (14.4%)、AUR (6.4%). The largest single position, PLTR, represented 24.6% of total portfolio value.
In Q1 2026, Allen Operations LLC made 4 total portfolio adjustments, initiating 0 new buys, adding to 2 positions, trimming 2 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
Understand SEC Form 4 insider disclosures for corporate officers, directors, and 10% owners to track executive transactions.
Understand Rule 144 restricted stock sale notices to spot planned insider liquidations before market sell pressure arrives.
Explore the 5% beneficial ownership threshold, 13D vs 13G filing differences, and recent SEC accelerated deadline rules.
Best practices for analyzing 13F quarterly changes without getting misled by stock splits, options, or market valuation drift.
Learn how AlphaSMO's flagship signal detects high-conviction stocks where 13F hedge funds and corporate insiders buy at the same time.