13F COMBINATION REPORT
ALLEN OPERATIONS LLC
Quarter ended Q1 2025 · Filed May 7, 2025 · Accession 0001214659-25-007067
Total Value
$607.9M
Positions
31
Other Managers
1
Confidential Omitted
No
Holdings (31)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,200,000 | $101.3M | 16.66% |
| 2 | ACUITY INC | AYI | 344,100 | $90.6M | 14.91% |
| 3 | AURORA INNOVATION INC | AUROW | 10,385,096 | $69.8M | 11.49% |
| 4 | MASTERCARD INCORPORATED | MA | 65,553 | $35.9M | 5.91% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 440,097 | $34.5M | 5.67% |
| 6 | MICROSOFT CORP | MSFT | 88,383 | $33.2M | 5.46% |
| 7 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41 | $32.7M | 5.38% |
| 8 | AFFIRM HLDGS INC | AFRM | 721,382 | $32.6M | 5.36% |
| 9 | ISHARES BITCOIN TRUST ETF | IBIT | 670,200 | $31.4M | 5.16% |
| 10 | WORKDAY INC | WDAY | 111,992 | $26.2M | 4.30% |
| 11 | ALPHABET INC | GOOG | 157,120 | $24.5M | 4.04% |
| 12 | IAC INC | IAC | 319,477 | $14.7M | 2.41% |
| 13 | ALPHABET INC | GOOG | 83,380 | $12.9M | 2.12% |
| 14 | CLEAR SECURE INC | YOU | 490,620 | $12.7M | 2.09% |
| 15 | EXXON MOBIL CORP | XOM | 89,900 | $10.7M | 1.76% |
| 16 | JOBY AVIATION INC | JOBY-WT | 1,557,888 | $9.4M | 1.54% |
| 17 | COUPANG INC | CPNG | 325,000 | $7.1M | 1.17% |
| 18 | COCA COLA CO | KO | 99,054 | $7.1M | 1.17% |
| 19 | VISA INC | V | 11,668 | $4.1M | 0.67% |
| 20 | TRANSDIGM GROUP INC | TDG | 2,764 | $3.8M | 0.63% |
| 21 | TEMPUS AI INC | TEM | 76,621 | $3.7M | 0.61% |
| 22 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,906 | $3.7M | 0.60% |
| 23 | BLEND LABS INC | BLND | 344,761 | $1.2M | 0.19% |
| 24 | RECURSION PHARMACEUTICALS IN | RXRX | 217,657 | $1.2M | 0.19% |
| 25 | VIMEO INC | 92719V100 | 139,583 | $734,206 | 0.12% |
| 26 | ASTERA LABS INC | ALAB | 12,244 | $730,599 | 0.12% |
| 27 | ABSCI CORPORATION | ABSI | 236,129 | $592,684 | 0.10% |
| 28 | 1STDIBS COM INC | DIBS | 176,826 | $537,551 | 0.09% |
| 29 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 61,951 | $353,121 | 0.06% |
| 30 | BOLT PROJS HLDGS INC | 09769B107 | 40,289 | $123,699 | 0.02% |
| 31 | ALPHABET INC | GOOG | 1 | $156 | 0.00% |