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ALLEN OPERATIONS LLC

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NEW YORK NY Hedge Fund
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

Subscription Required

Equal-WT
WhaleScore 1.0 ?

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

Portfolio Performance