ALLEN OPERATIONS LLC
Holdings as of 2026-06-30, filed 2026-08-05
This is history, not a current position. These holdings describe 2026-06-30, and the report became public 36 days later. The portfolio has changed since.
Aggregates
computed from the positions belowPositions reported
34
Value reported by manager
$721.7M
Sum of our stored positions
$721.7M
should match the line above
Disclosure lag
36 d
quarter end to filing
Top 5 concentration
59.0%
of the positions shown
New positions
0
vs previous quarter
Exited
0
vs previous quarter
Option positions
0
puts and calls
Positions
34 largest shown| Issuer | Class | Value | Shares | Type | CUSIP |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | $131.3M | 1,125,000 | — | 69608A108 |
| ACUITY INC | COM | $129.6M | 344,100 | — | 00508Y102 |
| AURORA INNOVATION INC | CLASS A COM | $70.8M | 10,385,096 | — | 051774107 |
| AFFIRM HLDGS INC | COM CL A | $58.8M | 721,382 | — | 00827B106 |
| SCHWAB CHARLES CORP | COM | $35.1M | 380,215 | — | 808513105 |
| MASTERCARD INCORPORATED | CL A | $33.7M | 65,553 | — | 57636Q104 |
| MICROSOFT CORP | COM | $33M | 88,383 | — | 594918104 |
| BERKSHIRE HATHAWAY INC DEL | CL A | $30.7M | 41 | — | 084670108 |
| ALPHABET INC | CAP STK CL C | $30.2M | 85,440 | — | 02079K107 |
| ALPHABET INC | CAP STK CL A | $29.8M | 83,380 | — | 02079K305 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $22.3M | 670,200 | — | 46438F101 |
| CLEAR SECURE INC | COM CL A | $17.8M | 318,965 | — | 18467V109 |
| PEOPLE INC | COM NEW | $14.7M | 319,477 | — | 44891N208 |
| JOBY AVIATION INC | COMMON STOCK | $13.9M | 1,557,888 | — | G65163100 |
| WORKDAY INC | CL A | $13.7M | 111,992 | — | 98138H101 |
| GE VERNOVA INC | COM | $9.9M | 8,387 | — | 36828A101 |
| COCA COLA CO | COM | $8.1M | 99,054 | — | 191216100 |
| AMAZON COM INC | COM | $5.8M | 24,420 | — | 023135106 |
| UNITEDHEALTH GROUP INC | COM | $5.7M | 13,633 | — | 91324P102 |
| TEMPUS AI INC | CL A | $4.4M | 76,621 | — | 88023B103 |
| VISA INC | COM CL A | $4M | 11,668 | — | 92826C839 |
| META PLATFORMS INC | CL A | $3.8M | 6,782 | — | 30303M102 |
| TRANSDIGM GROUP INC | COM | $3.7M | 2,764 | — | 893641100 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $3.5M | 6,906 | — | 084670702 |
| PARAMOUNT SKYDANCE CORP | COM CL B | $1.8M | 181,047 | — | 69932A204 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | $1.1M | 6,620 | — | 84615Q103 |
| ANGI INC | CL A NEW | $998.1K | 167,756 | — | 00183L201 |
| 1STDIBS COM INC | COM | $866.4K | 176,826 | — | 320551104 |
| RECURSION PHARMACEUTICALS IN | CL A | $798.8K | 217,657 | — | 75629V104 |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | $613.9K | 61,951 | — | 37611X209 |
| BLEND LABS INC | CL A | $589.5K | 344,761 | — | 09352U108 |
| FIGMA INC | CLASS A COM STK | $419.9K | 23,214 | — | 316841105 |
| BLACKSKY TECHNOLOGY INC | CL A NEW | $366.7K | 13,133 | — | 09263B207 |
| ALPHABET INC | CAP STK CL C | $353 | 1 | — | 02079K107 |
Values are shown exactly as filed. Before 2023 managers reported in thousands of dollars and afterwards in whole dollars; the reporting unit is not always determinable from the document, so nothing is converted automatically.
Source: U.S. Securities and Exchange Commission, Form 13F · as of 2026-08-05