Allen Operations LLC
Allen Operations LLC is an investment management firm headquartered in New York, NY. The firm serves as an institutional investment manager reporting on holdings according to SEC 13F filings. It is affiliated with Allen & Co., a well-known boutique investment bank and asset manager. The company is registered in New York and operates from its offices at 711 Fifth Avenue. Allen Operations LLC manages assets primarily for institutional clients and reports under SEC CIK 0001389544.
Investment Strategy
Allen Operations LLC manages diversified public equity portfolios with a focus on technology, financials, and consumer sectors. Their investment approach, as evidenced by their 13F filings, emphasizes large positions in growing technology companies along with substantial holdings in financial services and select blue-chip stocks. The firm leverages fundamental analysis and a long-term perspective to identify companies with strong growth prospects and robust market positions.
Latest 13F Filing Activity
Allen Operations LLC filed their most recent 13F report on Jun 30, 2025 disclosing 34 equity positions with a total 13F market value of $727M. The fund increased holdings in Palantir Technologies Inc., Affirm HLDGS Inc., Acuity Inc. among other positions. Allen Operations LLC reduced exposure to Aurora Innovation Inc., Alphabet Inc., Berkshire Hathaway Inc. Del among others.
Top Holdings
Equity Positions (34)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
P PLTR | PALANTIR TECHNOLOGIES INC | 22.50% | $163.6M | 1,200,000 | $10.19 | $136.32 | +$62.3M |
A AYI | ACUITY INC | 14.12% | $102.7M | 344,100 | $143.43 | $298.34 | +$12.0M |
A AUR | AURORA INNOVATION INC | 7.49% | $54.4M | 10,385,096 | $10.04 | $5.24 | -$15.4M |
A AFRM | AFFIRM HLDGS INC | 6.86% | $49.9M | 721,382 | $71.23 | $69.14 | +$17.3M |
M MSFT | MICROSOFT CORP | 6.05% | $44.0M | 88,383 | $228.87 | $497.41 | +$10.8M |