For the details of ALLEN OPERATIONS LLC's stock buys and sells, go to https://www.gurufocus.com/guru/allen+operations+llc/current-portfolio/portfolio
These are the top 5 holdings of ALLEN OPERATIONS LLC- Palantir Technologies Inc (PLTR) - 6,473,825 shares, 34.32% of the total portfolio. New Position
- CarGurus Inc (CARG) - 1,419,900 shares, 10.14% of the total portfolio.
- Comcast Corp (CMCSA) - 719,453 shares, 8.49% of the total portfolio.
- Charles Schwab Corp (SCHW) - 569,490 shares, 6.80% of the total portfolio.
- Activision Blizzard Inc (ATVI) - 294,900 shares, 6.16% of the total portfolio.
Allen Operations Llc initiated holding in Palantir Technologies Inc. The purchase prices were between $9.03 and $29.05, with an estimated average price of $18.34. The stock is now traded at around $31.760000. The impact to a portfolio due to this purchase was 34.32%. The holding were 6,473,825 shares as of 2020-12-31.
Added: IAC/InterActiveCorp (IAC)Allen Operations Llc added to a holding in IAC/InterActiveCorp by 1498.98%. The purchase prices were between $120.67 and $189.35, with an estimated average price of $141.28. The stock is now traded at around $238.050000. The impact to a portfolio due to this purchase was 3.43%. The holding were 85,977 shares as of 2020-12-31.
Added: Acuity Brands Inc (AYI)Allen Operations Llc added to a holding in Acuity Brands Inc by 105.58%. The purchase prices were between $89.14 and $122.95, with an estimated average price of $107.72. The stock is now traded at around $118.290000. The impact to a portfolio due to this purchase was 1.96%. The holding were 140,000 shares as of 2020-12-31.
Here is the complete portfolio of ALLEN OPERATIONS LLC. Also check out:
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4. Stocks that ALLEN OPERATIONS LLC keeps buying
