13F COMBINATION REPORT
ALLEN OPERATIONS LLC
Quarter ended Q2 2025 · Filed August 7, 2025 · Accession 0001214659-25-011667
Total Value
$727.0M
Positions
35
Other Managers
1
Confidential Omitted
No
Holdings (35)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,200,000 | $163.6M | 22.50% |
| 2 | ACUITY INC | AYI | 344,100 | $102.7M | 14.12% |
| 3 | AURORA INNOVATION INC | AUROW | 10,385,096 | $54.4M | 7.49% |
| 4 | AFFIRM HLDGS INC | AFRM | 721,382 | $49.9M | 6.86% |
| 5 | MICROSOFT CORP | MSFT | 88,383 | $44.0M | 6.05% |
| 6 | ISHARES BITCOIN TRUST ETF | IBIT | 670,200 | $41.0M | 5.64% |
| 7 | SCHWAB CHARLES CORP | SCHW-PJ | 440,097 | $40.2M | 5.52% |
| 8 | MASTERCARD INCORPORATED | MA | 65,553 | $36.8M | 5.07% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41 | $29.9M | 4.11% |
| 10 | WORKDAY INC | WDAY | 111,992 | $26.9M | 3.70% |
| 11 | JOBY AVIATION INC | JOBY-WT | 1,557,888 | $16.4M | 2.26% |
| 12 | ALPHABET INC | GOOG | 85,440 | $15.2M | 2.08% |
| 13 | ALPHABET INC | GOOG | 83,380 | $14.7M | 2.02% |
| 14 | CLEAR SECURE INC | YOU | 490,620 | $13.6M | 1.87% |
| 15 | IAC INC | IAC | 319,477 | $11.9M | 1.64% |
| 16 | COUPANG INC | CPNG | 325,000 | $9.7M | 1.34% |
| 17 | EXXON MOBIL CORP | XOM | 89,900 | $9.7M | 1.33% |
| 18 | COCA COLA CO | KO | 99,054 | $7.0M | 0.96% |
| 19 | META PLATFORMS INC | META | 6,782 | $5.0M | 0.69% |
| 20 | TEMPUS AI INC | TEM | 76,621 | $4.9M | 0.67% |
| 21 | GE VERNOVA INC | GEV | 8,387 | $4.4M | 0.61% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 13,633 | $4.3M | 0.59% |
| 23 | TRANSDIGM GROUP INC | TDG | 2,764 | $4.2M | 0.58% |
| 24 | VISA INC | V | 11,668 | $4.1M | 0.57% |
| 25 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,906 | $3.4M | 0.46% |
| 26 | ANGI INC | ANGI | 167,756 | $2.6M | 0.35% |
| 27 | BLEND LABS INC | BLND | 344,761 | $1.1M | 0.16% |
| 28 | ASTERA LABS INC | ALAB | 12,244 | $1.1M | 0.15% |
| 29 | RECURSION PHARMACEUTICALS IN | RXRX | 217,657 | $1.1M | 0.15% |
| 30 | SAMSARA INC | IOT | 23,518 | $935,546 | 0.13% |
| 31 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 61,951 | $696,949 | 0.10% |
| 32 | ABSCI CORPORATION | ABSI | 236,129 | $606,852 | 0.08% |
| 33 | VIMEO INC | 92719V100 | 139,583 | $563,915 | 0.08% |
| 34 | 1STDIBS COM INC | DIBS | 176,826 | $486,272 | 0.07% |
| 35 | ALPHABET INC | GOOG | 1 | $177 | 0.00% |