StockDriftsStockDriftsTop 35 Allen Operations Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | 24.57% | 1.13M | $164.6M | +0.00%(+0) | $10.13(+1175.92%) | 2026-03-31 | |
| AYI | ACUITY INC | 14.4% | 344.1K | $96.4M | +0.00%(+0) | $127.79(+180.96%) | 2026-03-31 | |
| AUR | AURORA INNOVATION INC | 6.39% | 10.39M | $42.8M | +0.00%(+0) | $9.51(-30.28%) | 2026-03-31 | |
| SCHW | SCHWAB CHARLES CORP | 5.34% | 380.2K | $35.7M | +0.00%(+0) | $22.34(+334.29%) | 2026-03-31 | |
| AFRM | AFFIRM HLDGS INC | 4.94% | 721.4K | $33.1M | +0.00%(+0) | $71.12(+18.93%) | 2026-03-31 | |
| MA | MASTERCARD INCORPORATED | 4.89% | 65.6K | $32.8M | +0.00%(+0) | $31.49(+1613.04%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 4.88% | 88.4K | $32.7M | +0.00%(+0) | $215.69(+81.05%) | 2026-03-31 | |
| BRK.A | BERKSHIRE HATHAWAY INC DEL | 4.4% | 41 | $29.4M | +0.00%(+0) | $121902.44(+524.75%) | 2026-03-31 | |
| IBIT | ISHARES BITCOIN TRUST ETF | 3.84% | 670.2K | $25.7M | +0.00%(+0) | $54.81(-36.38%) | 2026-03-31 | |
| GOOG | ALPHABET INC | 3.66% | 85.4K | $24.5M | +0.00%(+0) | $57.96(+514.58%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +27.24% | +106.00% |
| Top 20 Holdings Unweighted | +34.08% | +141.02% |
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