ALLEN OPERATIONS LLC 13F Holdings

CIK 0001389544 · NEW YORK, NY

As of Sep 30, 2025, ALLEN OPERATIONS LLC reported 37 positions worth $837.7M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
PALANTIR TECHNOLOGIES INCPLTRTechnology1,200,000$218.9M26.13%
ACUITY INC (DE)AYIIndustrials344,100 18.5M14.15%
AURORA INNOVATION INCAURTechnology10,385,096$56.0M6.68%
AFFIRM HOLDINGS INCAFRMTechnology721,382$52.7M6.29%
MICROSOFT CORPMSFTTechnology88,383$45.8M5.46%
ISHARES BITCOIN TRUST ETFIBIT—670,200$43.6M5.20%
MASTERCARD INCMAFinancial Services65,553$37.3M4.45%
SCHWAB CHARLES CORPSCHWEquity380,215$36.3M4.33%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services41$30.9M3.69%
WORKDAY INCWDAYTechnology111,992$27.0M3.22%
JOBY AVIATION INCJOBYIndustrials1,557,888$25.1M3.00%
ALPHABET INCGOOGEquity85,441$20.8M2.48%
ALPHABET INCGOOGLEquity83,380$20.3M2.42%
CLEAR SECURE INCYOUTechnology490,620 6.4M1.96%
IAC INCIACCommunication Services319,477 0.9M1.30%
COUPANG INCCPNGConsumer Cyclical325,000 0.5M1.25%
EXXON MOBIL CORPXOMEnergy89,900 0.1M1.21%
COCA COLA COKOConsumer Defensive99,054$6.6M0.78%
TEMPUS AI INCTEMHealthcare76,621$6.2M0.74%
AMAZON.COM INCAMZNEquity24,420$5.4M0.64%
GE VERNOVA INCGEVUtilities8,387$5.2M0.62%
META PLATFORMS INCMETACommunication Services6,782$5.0M0.59%
UNITEDHEALTH GROUP INCUNHHealthcare13,633$4.7M0.56%
VISA INC-CLASS A SHARESVFinancial Services11,668$4.0M0.48%
TRANSDIGM GROUP INCTDGIndustrials2,764$3.6M0.43%