Equal-WT
WhaleScore 2.0
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Allen Operations is based out of New York. Their last reported 13F filing for Q4 2023 included $503,703,402 in managed 13F securities
and a top 10 holdings concentration of 73.66%. Allen Operations's largest holding is Acuity Brands Inc (Holding Company) with shares held of 344,100. Whalewisdom has at least 70 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
CPNG Coupang Inc | 1.04% |
PLTR Palantir Technologie | 0.27% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
ATVI Activision Blizzard | 6.1% |
COIN Coinbase Global Inc | 1.39% |
DUOL Duolingo Inc | 0.87% |
VRM Vroom, Inc. | 0.05% |
NEXI Neximmune Inc | 0.03% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
AYI Acuity Brands Inc (H | 13.99% |
CMCSA Comcast Corp. Class | 9.08% |
AUR Aurora Innovation In | 9.01% |
AFRM Affirm Holdings Inc | 7.04% |
SCHW Charles Schwab Corp | 6.87% |
2023-12-31
13F Activity
Market Value | $0.50b, Prior: $452m |
New Purchases | 1 stocks |
Added To | 1 stocks |
Sold out of | 7 stocks |
Reduced holdings in | 0 stocks |
Top 10 Holdings % | 73.66% |
Turnover %[1] | 24.24% |
Turnover Alt %[2] | 1.49% |
Time Held Top 20 | 20 quarters |
Time Held Top 10 | 9.9 quarters |
Time Held All | 21.76 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31