Isaac Keschner

Allen Operations Llc

Assets Managed

$669.749M

Holdings

Last Quarter

2026 - Q1

Filed Date

1mo 8d ago

Growth Rate

-16.2%(2Q avg: -10.39%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Allen Operations Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 35 positions.

Assets under management

The assets under management (AUM) of Allen Operations Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 669.749M in assets, with a quarterly growth rate of -16.2% and a 2-quarter average growth rate of -10.39%. The portfolio is managed by Isaac Keschner, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
PLTR Palantir Technologies Inc-a Recent Activity	24.58%	$164.565M 1.125M shares@ $146.28 avg price
AYI Acuity Brands Inc Recent Activity	14.4%	$96.424M 344,100 shares@ $280.22 avg price
AUR Aurora Innovation Inc Recent Activity	6.39%	$42.787M 10.385M shares@ $4.13 avg price
SCHW Schwab (charles) Corp Recent Activity	5.34%	$35.733M 380,215 shares@ $93.99 avg price
AFRM Affirm Holdings Inc Recent Activity	4.94%	$33.054M 721,382 shares@ $45.82 avg price
MA Mastercard Inc - A Recent Activity	4.9%	$32.754M 65,553 shares@ $499.67 avg price
MSFT Microsoft Corp Recent Activity	4.89%	$32.717M 88,383 shares@ $370.17 avg price
BRK.A Berkshire Hathaway Inc-cl A Recent Activity	4.4%	$29.444M 41 shares@ $718140.0 avg price
IBIT Ishares Bitcoin Trust Etf Recent Activity	3.85%	$25.749M 670,200 shares@ $38.42 avg price
GOOG Alphabet Inc-cl C Recent Activity	3.66%	$24.51M 85,441 shares@ $286.86 avg price

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