Instuitional Investor - Allen Operations Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Palantir Technologies Inc.	PLTR	1,200,000	$101,280,000	16.66%
2.	Acuity Brands Inc	AYI	344,100	$90,618,735	14.91%
3.	Aurora Innovation Inc		10,385,096	$69,839,771	11.49%
4.	Mastercard Inc	MA	65,553	$35,930,910	5.91%
5.	Schwab Charles Corp	SCHW	440,097	$34,450,793	5.67%