ALLEN OPERATIONS LLC holdings history

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110 is the total number of securities ALLEN OPERATIONS LLC has owned. The longest ALLEN OPERATIONS LLC has owned a single stock is 42 quarters.

ALLEN OPERATIONS LLC historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
SCHW THE CHARLES SCHWAB COR...42425.67%11.58%24.24%Q2 2013Q3 202342
WDAY WORKDAY INC42423.92%8.14%13.79%Q2 2013Q3 202342
BRKA BERKSHIRE HATHAWAY INC...42422.57%6.85%11.58%Q2 2013Q3 202342
MA MASTERCARD INCORPORATED42423.10%6.19%9.63%Q2 2013Q3 202342
KO COCA COLA CO42420.54%2.04%4.43%Q2 2013Q3 202342
AGX ARGAN INC42420.18%1.43%3.75%Q2 2013Q3 202342
GOOG ALPHABET INC32321.24%3.37%5.28%Q4 2015Q3 202332
GOOGL ALPHABET INC32321.22%2.50%4.02%Q4 2015Q3 202332
IAC IAC INTERACTIVECORP29290.45%0.88%1.77%Q2 2013Q2 202029
FRC FIRST REP BK SAN FRANC...26262.29%5.41%8.89%Q2 2013Q3 201926
EXPE EXPEDIA INC DEL26260.25%1.43%3.51%Q1 2014Q2 202026
CSLT CASTLIGHT HEALTH INC24240.09%0.90%4.14%Q1 2014Q4 201924
CHTR CHARTER COMMUNICATIONS...2030.28%1.94%4.90%Q3 2016Q3 202323
FB FACEBOOK INC2110.16%0.34%0.49%Q3 2013Q4 201922
NEWR NEW RELIC INC21216.76%12.14%15.42%Q4 2014Q4 201921
CMCSA COMCAST CORP NEW20200.43%8.12%12.89%Q4 2018Q3 202320
ATVI ACTIVISION BLIZZARD INC20202.73%6.17%11.38%Q4 2018Q3 202320
TDG TRANSDIGM GROUP INC20200.24%0.46%0.70%Q4 2018Q3 202320
MSFT MICROSOFT CORP1360.11%3.29%6.68%Q4 2018Q3 202319
QUOT QUOTIENT TECHNOLOGY INC19190.26%0.56%1.22%Q4 2015Q2 202019
BRKB BERKSHIRE HATHAWAY INC...18180.29%0.50%0.78%Q2 2019Q3 202318
SQ SQUARE INC15152.55%4.60%7.70%Q4 2015Q2 201915
GRPN GROUPON INC15151.16%2.70%5.82%Q2 2013Q4 201615
V VISA INC15150.06%0.11%0.20%Q1 2020Q3 202315
CARG CARGURUS INC13139.82%27.80%60.32%Q4 2017Q4 202013
AYI ACUITY BRANDS INC13132.43%11.07%15.94%Q3 2020Q3 202313
PLTR PALANTIR TECHNOLOGIES INC13132.28%8.38%33.24%Q3 2020Q3 202313
MTCH MATCH GROUP INC NEW13130.06%0.16%0.45%Q3 2020Q3 202313
EIGI ENDURANCE INTL GROUP H...12122.64%4.31%6.09%Q1 2014Q4 201612
UBER UBER TECHNOLOGIES INC12120.77%1.43%2.58%Q1 2020Q4 202212
ORLY O REILLY AUTOMOTIVE IN...12120.18%0.28%0.44%Q1 2020Q4 202212
LOW LOWES COS INC11117.50%8.90%10.28%Q2 2013Q4 201511
AFRM AFFIRM HLDGS INC11111.86%5.84%13.22%Q1 2021Q3 202311
QCOM QUALCOMM INC11112.47%3.44%4.72%Q2 2013Q4 201511
SVMK SVMK INC11110.47%0.91%1.51%Q3 2018Q1 202111
CRM SALESFORCE COM INC11110.35%0.66%0.88%Q4 2016Q2 201911
NEXI NEXIMMUNE INC11110.03%0.65%2.46%Q1 2021Q3 202311
VRM VROOM INC11110.04%0.40%1.58%Q1 2021Q3 202311
YOU CLEAR SECURE INC10104.12%5.56%7.18%Q2 2021Q3 202310
IAC IAC INTERACTIVECORP NEW10102.28%4.54%6.10%Q2 2021Q3 202310
GOOGL GOOGLE INC10102.32%4.10%6.75%Q2 2013Q3 201510
COIN COINBASE GLOBAL INC10100.78%1.99%4.11%Q2 2021Q3 202310
LH LABORATORY CORP AMER H...10100.31%0.46%0.58%Q4 2018Q1 202110
RXRX RECURSION PHARMACEUTIC...10100.24%0.41%0.62%Q2 2021Q3 202310
VMEO VIMEO INC10100.11%0.33%1.17%Q2 2021Q3 202310
DIBS 1STDIBS COM INC10100.14%0.32%1.06%Q2 2021Q3 202310
OKTA OKTA INC990.86%2.72%5.83%Q2 2017Q2 20199
JOBY AVIATION INC991.40%2.05%3.55%Q3 2021Q3 20239
GINKGO BIOWORKS HOLDIN...990.84%1.70%3.92%Q3 2021Q3 20239
BLEND LABS INC990.07%0.25%0.72%Q3 2021Q3 20239
AURORA INNOVATION INC882.90%6.22%14.03%Q4 2021Q3 20238
KBR KBR INC881.93%2.87%4.34%Q1 2014Q4 20158
DUOLINGO INC880.13%0.51%0.87%Q4 2021Q3 20238
TWTR TWITTER INC771.44%2.04%3.02%Q4 2013Q2 20157
COUP COUPONS COM INC770.78%1.34%2.32%Q1 2014Q3 20157
MNTV MOMENTIVE GLOBAL INC770.20%0.33%0.46%Q2 2021Q4 20227
RBLX ROBLOX CORP770.11%0.19%0.30%Q1 2021Q3 20227
RIGETTI COMPUTING INC770.00%0.01%0.01%Q1 2022Q3 20237
PG PROCTER & GAMBLE CO665.53%6.33%7.52%Q2 2013Q3 20146
GOOG GOOGLE INC662.30%2.64%3.08%Q2 2014Q3 20156
AXP AMERICAN EXPRESS CO662.19%2.51%2.78%Q2 2013Q3 20146
MCD MCDONALDS CORP660.50%0.62%0.76%Q2 2013Q3 20146
ME 23ANDME HOLDING CO660.17%0.29%0.55%Q2 2021Q3 20226
MILE METROMILE INC660.05%0.17%0.42%Q1 2021Q2 20226
ENT GLOBAL EAGLE ENTMT INC660.10%0.13%0.14%Q4 2014Q1 20166
SENTI BIOSCIENCES INC660.00%0.01%0.01%Q2 2022Q3 20236
MON MONSANTO CO NEW552.70%3.08%3.39%Q3 2014Q3 20155
TXG 10X GENOMICS INC550.43%0.60%0.80%Q3 2022Q3 20235
USFD US FOODS HLDG CORP550.43%0.50%0.61%Q4 2018Q4 20195
AAP ADVANCE AUTO PARTS INC550.35%0.42%0.47%Q4 2018Q4 20195
VRX VALEANT PHARMACEUTICAL...550.21%0.28%0.33%Q3 2014Q3 20155
WARBY PARKER INC550.08%0.16%0.24%Q3 2021Q3 20225
ABSCI CORPORATION550.07%0.12%0.20%Q3 2022Q3 20235
BLKB BLACKBAUD INC550.08%0.10%0.12%Q1 2022Q1 20235
LMND LEMONADE INC550.03%0.04%0.06%Q3 2022Q3 20235
NOW SERVICENOW INC443.61%4.12%4.44%Q1 2016Q4 20164
RUBI RUBICON PROJ INC442.46%2.90%3.31%Q2 2014Q1 20154
LC LENDINGCLUB CORP441.49%2.88%6.42%Q2 2015Q1 20164
IAC IAC INTERACTIVECORP NEW330.22%2.52%3.78%Q3 2020Q1 20213
MDAS MEDASSETS INC332.11%2.41%2.90%Q2 2013Q4 20133
RDFN REDFIN CORP331.36%2.13%2.81%Q1 2018Q3 20183
KR KROGER CO331.36%1.91%2.25%Q1 2023Q3 20233
MARK REMARK MEDIA INC210.17%0.21%0.27%Q4 2013Q3 20143
APTI APPTIO INC330.06%0.09%0.10%Q1 2018Q3 20183
XOXO XO GROUP INC223.45%3.54%3.62%Q2 2013Q3 20132
ABNB AIRBNB INC223.14%3.44%3.75%Q4 2020Q1 20212
ONE HIGHER ONE HLDGS INC222.33%3.12%3.90%Q2 2013Q3 20132
LBRDK LIBERTY BROADBAND CORP221.68%1.89%2.10%Q2 2019Q3 20192
KMX CARMAX INC221.31%1.48%1.65%Q2 2019Q3 20192
FAST FASTENAL CO221.22%1.23%1.23%Q2 2013Q3 20132
AAPL APPLE INC220.68%0.81%0.95%Q2 2019Q3 20192
DBX DROPBOX INC220.64%0.76%0.88%Q1 2018Q2 20182
NEXTDOOR HOLDINGS INC220.48%0.49%0.50%Q4 2021Q1 20222
TRUE TRUECAR INC220.32%0.35%0.37%Q2 2014Q3 20142
AMZN AMAZON COM INC110.24%0.24%0.24%Q3 2016Q1 20172
TRVG TRIVAGO N V220.02%0.03%0.03%Q2 2018Q3 20182
BA BOEING CO111.19%1.19%1.19%Q4 2019Q4 20191
XOM EXXON MOBIL CORP111.09%1.09%1.09%Q3 2023Q3 20231
WORK SLACK TECHNOLOGIES INC110.75%0.75%0.75%Q2 2019Q2 20191
ANGI ANGIES LIST INC110.75%0.75%0.75%Q3 2015Q3 20151
NTNX NUTANIX INC110.50%0.50%0.50%Q1 2017Q1 20171
NET CLOUDFLARE INC110.49%0.49%0.49%Q2 2020Q2 20201
TMO THERMO FISHER SCIENTIF...110.32%0.32%0.32%Q1 2014Q1 20141
LMCA LIBERTY MEDIA CORP DEL...110.32%0.32%0.32%Q3 2013Q3 20131
HCA HCA HOLDINGS INC110.24%0.24%0.24%Q1 2017Q1 20171
CHTR CHARTER COMMUNICATIONS...110.22%0.22%0.22%Q1 2015Q1 20151
ENDP ENDO INTL PLC110.20%0.20%0.20%Q4 2019Q4 20191
SPOT SPOTIFY TECHNOLOGY S A110.14%0.14%0.14%Q3 2018Q3 20181
RAD RITE AID CORP110.08%0.08%0.08%Q4 2013Q4 20131
GWRE GUIDEWIRE SOFTWARE INC110.08%0.08%0.08%Q4 2017Q4 20171
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The securities at the top of the list , including THE CHARLES SCHWAB CORPORATI, WORKDAY INC, and BERKSHIRE HATHAWAY INC DEL, are the highest-conviction holdings of ALLEN OPERATIONS LLC.

The conviction is calculated by counting the number of quarters a security has been reported by ALLEN OPERATIONS LLC. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that ALLEN OPERATIONS LLC owns currently or has owned in the past.