13F COMBINATION REPORT
ALLEN OPERATIONS LLC
Quarter ended Q4 2024 · Filed February 10, 2025 · Accession 0001214659-25-002273
Total Value
$630.7M
Positions
31
Other Managers
1
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,456,568 | $110.2M | 17.47% |
| 2 | ACUITY BRANDS INC | AYI | 344,100 | $100.5M | 15.94% |
| 3 | AURORA INNOVATION INC | AUROW | 10,385,096 | $65.4M | 10.37% |
| 4 | AFFIRM HLDGS INC | AFRM | 721,382 | $43.9M | 6.97% |
| 5 | MICROSOFT CORP | MSFT | 88,383 | $37.3M | 5.91% |
| 6 | MASTERCARD INCORPORATED | MA | 65,553 | $34.5M | 5.47% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 440,097 | $32.6M | 5.16% |
| 8 | ALPHABET INC | GOOG | 143,360 | $29.9M | 4.74% |
| 9 | WORKDAY INC | WDAY | 111,992 | $28.9M | 4.58% |
| 10 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41 | $27.9M | 4.43% |
| 11 | KROGER CO | KR | 311,490 | $19.0M | 3.02% |
| 12 | ALPHABET INC | GOOG | 83,380 | $15.8M | 2.50% |
| 13 | IAC INC | IAC | 319,477 | $13.8M | 2.19% |
| 14 | CLEAR SECURE INC | YOU | 490,620 | $13.1M | 2.07% |
| 15 | JOBY AVIATION INC | JOBY-WT | 1,557,888 | $12.7M | 2.01% |
| 16 | EXXON MOBIL CORP | XOM | 89,900 | $9.7M | 1.53% |
| 17 | COUPANG INC | CPNG | 325,000 | $7.1M | 1.13% |
| 18 | COCA COLA CO | KO | 164,908 | $6.2M | 0.98% |
| 19 | TEMPUS AI INC | TEM | 109,459 | $3.7M | 0.59% |
| 20 | VISA INC | V | 11,668 | $3.7M | 0.58% |
| 21 | TRANSDIGM GROUP INC | TDG | 2,764 | $3.5M | 0.56% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,906 | $3.1M | 0.50% |
| 23 | VIMEO INC | 92719V100 | 139,583 | $1.8M | 0.28% |
| 24 | ASTERA LABS INC | ALAB | 12,244 | $1.6M | 0.26% |
| 25 | RECURSION PHARMACEUTICALS IN | RXRX | 217,657 | $1.5M | 0.23% |
| 26 | BLEND LABS INC | BLND | 344,761 | $1.5M | 0.23% |
| 27 | 1STDIBS COM INC | DIBS | 176,826 | $625,964 | 0.10% |
| 28 | ABSCI CORPORATION | ABSI | 236,129 | $618,658 | 0.10% |
| 29 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 61,951 | $608,358 | 0.10% |
| 30 | BOLT PROJS HLDGS INC | 09769B107 | 40,289 | $19,419 | 0.00% |
| 31 | ALPHABET INC | GOOG | 1 | $190 | 0.00% |