ALLEN OPERATIONS LLC

**ALLEN OPERATIONS LLC** manages $799M across a portfolio of 35 positions, exhibiting concentrated exposure to technology and emerging market themes. The fund's largest allocation is to Palantir ($200.0M), followed by investments in Ayya ($123.9M) and Affirm ($53.7M). Notable holdings also include Microsoft ($42.7M), while the portfolio maintains significant exposure to financial infrastructure via Schwab ($38.0M) and Mastercard ($37.4M). This structure suggests a tactical, high-conviction approach targeting growth leaders and specialized sectors.

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