Allen Operations LLC Portfolio Holdings by Sector

Allen Operations LLC

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Infrastructure \| Technology PLTR MSFT AFRM 3 stocks	$167,057 29.22% of portfolio	-	1	-	-	0 Calls 0 Puts
Electrical Equipment & Parts \| Industrials AYI 1 stocks	$90,618 15.85% of portfolio	-	-	-	-	0 Calls 0 Puts
Information Technology Services \| Technology AUR 1 stocks	$69,891 12.22% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOG IAC GOOGL 3 stocks	$52,116 9.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Software—Application \| Technology WDAY YOU BLND VMEO 4 stocks	$40,752 7.13% of portfolio	-	-	-	-	0 Calls 0 Puts
Credit Services \| Financial Services MA V 2 stocks	$40,019 7.0% of portfolio	-	-	-	-	0 Calls 0 Puts
Insurance—Diversified \| Financial Services BRK-A BRK-B 2 stocks	$36,413 6.37% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$34,450 6.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Oil & Gas Integrated \| Energy XOM 1 stocks	$10,691 1.87% of portfolio	-	-	-	-	0 Calls 0 Puts
Airports & Air Services \| Industrials JOBY 1 stocks	$9,378 1.64% of portfolio	-	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical CPNG DIBS 2 stocks	$7,664 1.34% of portfolio	-	-	-	-	0 Calls 0 Puts
Beverages—Non-Alcoholic \| Consumer Defensive KO 1 stocks	$7,094 1.24% of portfolio	-	1	-	-	0 Calls 0 Puts
Aerospace & Defense \| Industrials TDG 1 stocks	$3,823 0.67% of portfolio	-	-	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare RXRX ABSI 2 stocks	$1,743 0.3% of portfolio	-	-	-	-	0 Calls 0 Puts

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