ALLEN OPERATIONS LLC DNA — GINKGO BIOWORKS HOLDINGS INC

Ownership history in ALLEN OPERATIONS LLC  ·  18 quarters on record

AI Ownership Summary

ALLEN OPERATIONS LLC reported GINKGO BIOWORKS HOLDINGS INC (DNA) in 18 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.83% in 2023 Q4. The latest visible filing shows DNA at 0.06% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this DNA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was ALLEN OPERATIONS LLC's position in GINKGO BIOWORKS HOLDINGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

DNA was reported at 0.06% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.83% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

DNA stock page ALLEN OPERATIONS LLC fund profile ALLEN OPERATIONS LLC full holdings
How ALLEN OPERATIONS LLC held DNA — position size vs. price
% of Fund (quarterly)    DNA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 UNCHANGED — — — 61,951 — 0% 0.06% $515K 2026-02-14 (Est.) $9.29
2025 Q3 UNCHANGED — — — 61,951 — 0% 0.11% $903K 2025-11-06 $11.30
2025 Q2 UNCHANGED — — — 61,951 — 0% 0.10% $697K 2025-08-07 $13.46
2025 Q1 UNCHANGED — — — 61,951 — 0% 0.06% $353K 2025-05-07 $7.40
2024 Q4 REDUCED — — — 61,951 -3 -0.0% 0.10% $608K 2025-02-10 $13.52
2024 Q3 REDUCED 97.5% +15.8% ❌ 61,954 -2,416,144 -97.5% 0.09% $505K 2024-11-07 $8.38
2024 Q2 UNCHANGED — — — 2,478,098 — 0% 0.16% $828K 2024-08-08 $11.44
2024 Q1 UNCHANGED — — — 2,478,098 — 0% 0.55% $2.9M 2024-05-07 $37.36
2023 Q4 UNCHANGED — — — 2,478,098 — 0% 0.83% $4.2M 2024-02-14 $59.60
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding DNA

As of 2026 Q1 — sorted by position size

FORBES J M & CO LLP 3Y 7Y 0.53% Green Alpha Advisors, LLC 3Y 0.08% Inspire Investing, LLC 3Y 7Y 0.04% FNY Investment Advisers, LLC 3Y 7Y 0.04% AlphaQuest LLC 0.02% Boston Standard Wealth Management, LLC 3Y 7Y 0.02% EXCHANGE TRADED CONCEPTS, LLC 3Y 0.01% WELCH & FORBES LLC 3Y 7Y 0.0% Cornerstone Planning Group LLC 3Y 0.0% VSM Wealth Advisory, LLC 0.0%

FAQ About ALLEN OPERATIONS LLC and DNA

These are the practical questions this page is built to answer before you even open the full history table.

How long has ALLEN OPERATIONS LLC reported owning DNA?

ALLEN OPERATIONS LLC reported DNA across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported DNA position in ALLEN OPERATIONS LLC's portfolio?

The largest reported portfolio weight for DNA was 0.83% in 2023 Q4.

What is the latest reported DNA position on this page?

The most recent filing on this page is 2025 Q4, when ALLEN OPERATIONS LLC reported 61,951 shares, equal to 0.06% of portfolio, with an estimated market value of $515K.

What does the chart on this DNA ownership page compare?

The chart compares ALLEN OPERATIONS LLC's quarterly DNA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did ALLEN OPERATIONS LLC time their DNA position?

Based on 13F filing dates vs. subsequent DNA price moves, ALLEN OPERATIONS LLC correctly timed 1 out of 5 reported position changes (20%). The annualised alpha on DNA relative to SPY over the holding period was -65.3%.

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