Allen Operations LLC - Q42025 Holdings

Allen Operations LLC holds 35 stocks with a total portfolio value of $ 799.23M as of Q42025. In Q42025, Allen Operations LLC added 1 new position, increased stakes in 1 stock, reduced 1 holding, and fully exited 3 positions. The largest holding is Palantir Technologies Inc (PLTR), representing 25.02% of the total portfolio.