Long-term investor
Allen Operations LLC @allenoperationsllc
Institutional investment manager. Holdings disclosed quarterly to the SEC on Form 13F (CIK 0001389544).
Record
- Tracked since 2025-06-30 (445 days), 35 trades recorded
- Returns: week n/a · month n/a · 90 days n/a · 6 months n/a · 1 year -2.2% · all -2.2%
- Max drawdown n/a · win rate 57% · data quality Good
- Source: SEC 13F Filings (live) (SEC EDGAR; typical delay 45 days)
Open positions
- PLTR · 18.2% · long · since 2025-06-30
- AYI · 18.0% · long · since 2025-06-30
- AUR · 9.8% · long · since 2025-06-30
- AFRM · 8.2% · long · since 2025-06-30
- SCHW · 4.9% · long · since 2025-06-30
- MA · 4.7% · long · since 2025-06-30
- MSFT · 4.6% · long · since 2025-06-30
- BRKA · 4.3% · long · since 2025-06-30
- GOOG · 4.2% · long · since 2025-06-30
- GOOGL · 4.1% · long · since 2025-06-30
- IBIT · 3.1% · long · since 2025-06-30
- YOU · 2.5% · long · since 2025-06-30