Allen Operations LLC Portfolio Holdings
Allen Operations LLC
- $586 Million
- Q3 2024
Allen Operations LLC has filed its 13F form on November 07, 2024 for Q3 2024 where it was disclosed a total value porftolio of $586 Million distributed in 34 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Acuity Brands Inc with a value of $94.8M, Aurora Innovation, Inc. with a value of $61.5M, Palantir Technologies Inc. with a value of $54.2M, Comcast Corp with a value of $43.6M, and Microsoft Corp with a value of $38M.
Examining the 13F form we can see an increase of $79.4M in the current position value, from $507M to 586M.
Below you can find more details about Allen Operations LLC portfolio as well as his latest detailed transactions.
Portfolio value
$586 Million
Technology: $234 Million
Industrials: $107 Million
Communication Services: $101 Million
Financial Services: $97 Million
Consumer Defensive: $25 Million
Energy: $10.5 Million
Consumer Cyclical: $8.76 Million
Healthcare: $3.61 Million
Other: $0
Stock Holdings Table Market Cap. of Under $50 Millions
| Stock | Market Cap. | Holding Value (Reported) | # of Shares. | Last Trade | Trade History |
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