13F COMBINATION REPORT
ALLEN OPERATIONS LLC
Quarter ended Q3 2025 · Filed November 6, 2025 · Accession 0001214659-25-015987
Total Value
$837.7M
Positions
38
Other Managers
1
Confidential Omitted
No
Holdings (38)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,200,000 | $218.9M | 26.13% |
| 2 | ACUITY INC | AYI | 344,100 | $118.5M | 14.15% |
| 3 | AURORA INNOVATION INC | AUROW | 10,385,096 | $56.0M | 6.68% |
| 4 | AFFIRM HLDGS INC | AFRM | 721,382 | $52.7M | 6.29% |
| 5 | MICROSOFT CORP | MSFT | 88,383 | $45.8M | 5.46% |
| 6 | ISHARES BITCOIN TRUST ETF | IBIT | 670,200 | $43.6M | 5.20% |
| 7 | MASTERCARD INCORPORATED | MA | 65,553 | $37.3M | 4.45% |
| 8 | SCHWAB CHARLES CORP | SCHW-PJ | 380,215 | $36.3M | 4.33% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41 | $30.9M | 3.69% |
| 10 | WORKDAY INC | WDAY | 111,992 | $27.0M | 3.22% |
| 11 | JOBY AVIATION INC | JOBY-WT | 1,557,888 | $25.1M | 3.00% |
| 12 | ALPHABET INC | GOOG | 85,440 | $20.8M | 2.48% |
| 13 | ALPHABET INC | GOOG | 83,380 | $20.3M | 2.42% |
| 14 | CLEAR SECURE INC | YOU | 490,620 | $16.4M | 1.96% |
| 15 | IAC INC | IAC | 319,477 | $10.9M | 1.30% |
| 16 | COUPANG INC | CPNG | 325,000 | $10.5M | 1.25% |
| 17 | EXXON MOBIL CORP | XOM | 89,900 | $10.1M | 1.21% |
| 18 | COCA COLA CO | KO | 99,054 | $6.6M | 0.78% |
| 19 | TEMPUS AI INC | TEM | 76,621 | $6.2M | 0.74% |
| 20 | AMAZON COM INC | AMZN | 24,420 | $5.4M | 0.64% |
| 21 | GE VERNOVA INC | GEV | 8,387 | $5.2M | 0.62% |
| 22 | META PLATFORMS INC | META | 6,782 | $5.0M | 0.59% |
| 23 | UNITEDHEALTH GROUP INC | UNH | 13,633 | $4.7M | 0.56% |
| 24 | VISA INC | V | 11,668 | $4.0M | 0.48% |
| 25 | TRANSDIGM GROUP INC | TDG | 2,764 | $3.6M | 0.43% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,906 | $3.5M | 0.41% |
| 27 | ANGI INC | ANGI | 167,756 | $2.7M | 0.33% |
| 28 | SAMSARA INC | IOT | 36,020 | $1.3M | 0.16% |
| 29 | BLEND LABS INC | BLND | 344,761 | $1.3M | 0.15% |
| 30 | ASTERA LABS INC | ALAB | 6,122 | $1.2M | 0.14% |
| 31 | VIMEO INC | 92719V100 | 139,583 | $1.1M | 0.13% |
| 32 | RECURSION PHARMACEUTICALS IN | RXRX | 217,657 | $1.1M | 0.13% |
| 33 | FIGMA INC | FIG | 18,783 | $974,274 | 0.12% |
| 34 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 61,951 | $903,245 | 0.11% |
| 35 | RUBRIK INC. | RBRK | 10,694 | $879,582 | 0.11% |
| 36 | ABSCI CORPORATION | ABSI | 236,129 | $717,832 | 0.09% |
| 37 | 1STDIBS COM INC | DIBS | 176,826 | $457,979 | 0.05% |
| 38 | ALPHABET INC | GOOG | 1 | $244 | 0.00% |