Allen Operations LLC has filed a Form 13F-HR with the U.S. Securities and Exchange Commission, disclosing its equity holdings as of September 30, 2026. The filing lists the firm's total equity portfolio at 35 positions. The filing was signed by Isaac Keschner, Vice President of Allen Investment Management, LLC, which is identified as the investment adviser for Allen Operations LLC.
The portfolio is heavily weighted toward a single holding, with Aurora Innovation Inc. Class A Common Stock comprising the largest position. The filing reports 10,385,096 shares of Aurora Innovation Inc., valued at $0. The next largest holding is Palantir Technologies Inc. Class A Common Stock, with 1,125,000 shares valued at $0.
Other notable positions in the portfolio include Affirm Holdings Inc. Class A Common Stock with 721,382 shares, and Bending Spoons S.p.A. Common Shares with 2,895,200 shares. The filing also lists significant positions in Figma Inc. Class A Common Stock (79,046 shares), Workday Inc. Class A Common Stock (111,992 shares), and Tempus AI Inc. Class A Common Stock (76,621 shares). The filing does not provide specific monetary values for these positions.
The portfolio includes a mix of technology companies and other sectors. Notable technology holdings include Microsoft Corporation (88,383 shares), Alphabet Inc. Class A Common Stock (83,380 shares), Visa Inc. Class A Common Stock (11,668 shares), and Charles Schwab Corporation (380,215 shares). The filing also lists positions in Mastercard Incorporated Class A Common Stock (65,553 shares), UnitedHealth Group Inc. Common Stock (13,633 shares), and Coca-Cola Co. Common Stock (99,054 shares).
Additionally, the filing includes a position in the iShares Bitcoin Trust ETF Shares (670,200 shares). The list of holdings also includes companies such as Joby Aviation Inc. Common Stock (1,557,888 shares), Ginkgo Bioworks Holdings Inc. Class A New Common Stock (61,951 shares), and Recursion Pharmaceuticals Inc. Class A Common Stock (217,657 shares).
