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Allen Operations Llc - Herbert Allen III
Allen Operations Llc a Portfolio Activity as reported in the most recent 13F form published on Sep 30, 2024
32 Followers
Portfolio Gain
+32.97%
Since Jan 2016
Sharpe Ratio
0.28
Average Hedge Fund Sharpe: 1.48991
Hedge Fund Net Worth
$593.61M
Herbert Allen III manages more assets than 27% of other Hedge Fund Managers
Total assets under management as reported to the SEC
Average Return
+3.71%
A Hedge Fund's portfolio is comprised of data made available by the SEC
Portfolio Breakdown by Sector
39.45% Technology
17.91% Industrial Goods
16.94% Communication Services
16.32% Financial
4.19% Consumer Defensive
1.76% Energy
1.48% Consumer Cyclical
1.11% General
0.54% Healthcare
A breakdown of Allen Operations Llc's portfolio by sector
Allen Operations Llc Portfolio Activity
Vimeo
Added
Technology
$4.42
($3.44-$5.39)
+29.31%
+2.20%
704.89K
0.12%
Recursion Pharmaceuticals
Not Changed
Healthcare
$7.31
($5.88-$8.73)
-8.35%
0.00%
1.43M
0.24%
10x Genomics
Not Changed
Healthcare
$20.02
($15.28-$24.76)
-41.01%
0.00%
1.28M
0.22%
Transdigm Group
Not Changed
Industrial Goods
$1.30K
($1.18K-$1.43K)
-4.33%
0.00%
3.94M
0.63%
1stdibs.com
Not Changed
Consumer Cyclical
$4.41
($3.81-$5.00)
-13.95%
0.00%
779.80K
0.13%
Match Group
Sold Out
Communication Services
$33.98
($29.13-$38.84)
-19.64%
-100.00%
0.00
0.00%
Blend Labs
Not Changed
Technology
$3.26
($2.27-$4.25)
+35.20%
0.00%
1.29M
0.22%
Coca-Cola
Not Changed
Consumer Defensive
$67.91
($62.28-$73.53)
-12.34%
0.00%
7.12M
1.20%
Alphabet Class A
Not Changed
Communication Services
$169.48
($147.22-$191.75)
+6.11%
0.00%
13.83M
2.33%
Astera Labs, Inc.
New
General
$48.85
($36.22-$61.49)
+85.95%
+100.00%
385.75K
0.06%
See a list of Allen Operations Llc's holdings, as reported to the SEC on Sep 30, 2024. Click on any holding to see more details
Measured Performance
Compare Allen Operations Llc's performance with other Hedge Funds and the S&P 500
Allen Operations Llc activity FAQ
What is Allen Operations Llc’s portfolio gain since Jun 2013?
Allen Operations Llc’s portfolio gain since Jun 2013 was 32.97%.
What is Allen Operations Llc’s Sharpe Ratio?
Allen Operations Llc’s Sharpe Ratio is 0.28.
What is Allen Operations Llc’s portfolio value?
Allen Operations Llc’s portfolio value is $593.61M.
What is Allen Operations Llc’s average return since the fund’s last 13F filing?
Allen Operations Llc’s average return since the fund’s last 13F filing is 12.99%.
What was Allen Operations Llc’s average return in the last 12 months?
Allen Operations Llc’s average return in the last 12 months was 54.59%.
What was Allen Operations Llc’s average return in the last 3 years?
Allen Operations Llc’s average return in the last 3 years was 3.71%.
When was the most recent most recent 13F form submitted by Allen Operations Llc?
Allen Operations Llc's most recent 13F form was submitted on Sep 30, 2024.
who are the best performing hedge funds?
Head over to our Expert Center to see a list of the Top Hedge Fund Managers and follow the top hedge fund managers of your choice. Visit their profiles for more details about their holdings and see how they perform on a stock-by-stock basis.
What is Herbert Allen III Net Worth?
Herbert Allen III is Managing Allen Operations Llc which has a net worth of $593.61M.
TipRanks & Hedge Funds: TipRanks measures the performance of Herbert Allen III and other hedge fund managers based on information submitted to the SEC. Any hedge fund managing over $100M is required to submit a 13F form to the SEC which lists their current holdings at the end of each fiscal quarter. TipRanks uses this information to determine how each hedge fund performed in comparison to other hedge funds and to the S&P 500. Top Hedge Funds are determined by those that generate the highest return based on their stock portfolio.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.
Disclosure on Hedge Fund Expert Ranking:
We only track and measure hedge fund managers based on their long positions on stocks and ETFs. Our ranking excludes:
1. Hedge funds that manage stocks of more than 1,500 different companies
2. Hedge funds with a portfolio turnover of over 50% from the previous quarter
3. Securities are not stocks, such as warrants, units, stock options (calls and puts), international investments, swaps, short positions, etc.