13F Filings History of ALLEN OPERATIONS LLC
- Latest 13F filing
- Q2 2026 - 05 Aug 2026
- Latest reported 13F value
- $721,725,620
- Largest 13F holdings
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PLTR AYI AUR AFRM SCHW MA MSFT BRKA GOOG GOOGL IBIT YOU
+8 more
PPLI JOBY WDAY GEV KO AMZN UNH TEM - Form 13F summary
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- ALLEN OPERATIONS LLC Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- ALLEN OPERATIONS LLC reported 33 equity holdings with a total reported market value of $721,725,620 for Q2 2026. Top reported holdings included PLTR, AYI, AUR, AFRM, and SCHW.
- Manager signature
- Isaac Keschner - Vice President
- Manager location
- New York, NY
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
List of Other Managers Reporting for ALLEN OPERATIONS LLC:
| Name | Holdings Value | Location | File Number |
|---|---|---|---|
| Allen Investment Management, LLC | $8,426,742,084 | New York, NY | 028-11378 |
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q2 2026
Latest value
$721,725,620
Quarter delta
+$51,976,723
Accepted
05 Aug 2026, 14:01
Rows shown
1-25 of 51
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| Q2 2026 | 33 | $721,725,620 | +$1,563,216 | -$25,931,649 | -$24,368,433 | PLTR, AYI, AUR, AFRM, SCHW | 13F-HR | 05 Aug 2026, 14:01 |
| Q1 2026 | 35 | $669,748,897 | +$137,189 | -$6,888,429 | -$6,751,240 | PLTR, AYI, AUR, SCHW, AFRM | 13F-HR | 07 May 2026, 16:35 |
| Q4 2025 | 35 | $799,230,923 | +$2,827,993 | -$16,010,433 | -$13,182,440 | PLTR, AYI, AFRM, MSFT, AUR | 13F-HR | 10 Feb 2026, 14:42 |
| Q3 2025 | 37 | $837,660,018 | +$7,681,455 | -$6,915,623 | +$765,832 | PLTR, AYI, AUR, AFRM, MSFT | 13F-HR | 05 Nov 2025, 18:00 |
| Q2 2025 | 34 | $727,005,529 | +$17,192,297 | -$12,839,014 | +$4,353,283 | PLTR, AYI, AUR, AFRM, MSFT | 13F-HR | 07 Aug 2025, 13:36 |
| Q1 2025 | 30 | $607,946,646 | +$33,521,787 | -$42,286,058 | -$8,764,271 | PLTR, AYI, AUR, MA, SCHW | 13F-HR | 07 May 2025, 11:51 |
| Q4 2024 | 30 | $622,717,238 | +$3,712,709 | -$56,723,040 | -$53,010,331 | PLTR, AYI, AUR, AFRM, MSFT | 13F-HR | 10 Feb 2025, 10:52 |
| Q3 2024 | 32 | $593,611,080 | +$938,836 | -$14,226,574 | -$13,287,738 | AYI, AUR, PLTR, CMCSA, MSFT | 13F-HR | 07 Nov 2024, 10:43 |
| Q2 2024 | 33 | $510,985,483 | +$8,631,307 | -$220,881 | +$8,410,426 | AYI, CMCSA, MSFT, SCHW, PLTR | 13F-HR | 08 Aug 2024, 16:13 |
| Q1 2024 | 33 | $526,632,557 | +$5,777,341 | -$6,102,665 | -$325,324 | AYI, CMCSA, MSFT, SCHW, PLTR | 13F-HR | 07 May 2024, 06:04 |
| Q4 2023 | 33 | $503,703,402 | +$7,499,224 | -$38,334,211 | -$30,834,987 | AYI, CMCSA, AUR, AFRM, SCHW | 13F-HR | 14 Feb 2024, 08:00 |
| Q3 2023 | 39 | $452,320,673 | +$8,388,383 | $0 | +$8,388,383 | AYI, CMCSA, MSFT, ATVI, SCHW | 13F-HR | 13 Nov 2023, 09:44 |
| Q2 2023 | 38 | $450,718,223 | +$5,014,900 | -$493,277 | +$4,521,623 | AYI, CMCSA, MSFT, SCHW, AUR | 13F-HR | 07 Aug 2023, 16:26 |
| Q1 2023 | 39 | $394,472,566 | +$5,366,519 | -$7,250,624 | -$1,884,105 | AYI, CMCSA, SCHW, YOU, MSFT | 13F-HR | 09 May 2023, 17:28 |
| Q4 2022 | 41 | $374,204,409 | +$2,761,859 | -$2,061,351 | +$700,508 | AYI, SCHW, CMCSA, YOU, MA | 13F-HR | 10 Feb 2023, 18:20 |
| Q3 2022 | 44 | $374,785,000 | +$25,130,354 | -$7,436,220 | +$17,694,134 | AYI, SCHW, CMCSA, YOU, ATVI | 13F-HR | 07 Nov 2022, 08:59 |
| Q2 2022 | 42 | $397,986,000 | +$688,859 | -$2,720,000 | -$2,031,141 | AYI, CMCSA, SCHW, IAC, ATVI | 13F-HR | 08 Aug 2022, 10:28 |
| Q1 2022 | 42 | $567,677,000 | +$494,000 | -$6 | +$493,994 | AYI, AUR, CMCSA, SCHW, AFRM | 13F-HR | 05 May 2022, 10:45 |
| Q4 2021 | 40 | $719,746,000 | +$119,915,571 | -$9,346,612 | +$110,568,959 | AUR, AYI, AFRM, CMCSA, SCHW | 13F-HR | 10 Feb 2022, 11:02 |
| Q3 2021 | 37 | $646,074,000 | +$68,517,502 | -$9,849,829 | +$58,667,673 | AFRM, CMCSA, AYI, PLTR, YOU | 13F-HR | 05 Nov 2021, 13:26 |
| Q2 2021 | 33 | $582,484,000 | +$104,016,494 | -$44,468,574 | +$59,547,920 | AYI, CMCSA, PLTR, AFRM, YOU | 13F-HR | 10 Aug 2021, 17:35 |
| Q1 2021 | 29 | $492,200,000 | +$156,612,377 | -$148,353,493 | +$8,258,884 | CMCSA, AYI, AFRM, PLTR, SCHW | 13F-HR | 17 May 2021, 11:28 |
| Q4 2020 | 25 | $458,674,000 | +$38,410,234 | -$10,181,516 | +$28,228,718 | PLTR, CARG, CMCSA, SCHW, ATVI | 13F-HR | 03 Feb 2021, 15:40 |
| Q3 2020 | 24 | $287,164,000 | +$84,589,666 | -$6,983,000 | +$77,606,666 | PLTR, CMCSA, CARG, WDAY, ATVI | 13F-HR | 03 Nov 2020, 16:44 |
| Q2 2020 | 23 | $196,634,000 | +$959,000 | -$1,054,000 | -$95,000 | CARG, CMCSA, ATVI, WDAY, SCHW | 13F-HR | 10 Aug 2020, 13:54 |