13F COMBINATION REPORT
ALLEN OPERATIONS LLC
Quarter ended Q4 2025 · Filed February 10, 2026 · Accession 0001214659-26-001418
Total Value
$799.2M
Positions
36
Other Managers
1
Confidential Omitted
No
Holdings (36)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | PLTR | 1,125,000 | $200.0M | 25.02% |
| 2 | ACUITY INC | AYI | 344,100 | $123.9M | 15.50% |
| 3 | AFFIRM HLDGS INC | AFRM | 721,382 | $53.7M | 6.72% |
| 4 | MICROSOFT CORP | MSFT | 88,383 | $42.7M | 5.35% |
| 5 | AURORA INNOVATION INC | AUROW | 10,385,096 | $39.9M | 4.99% |
| 6 | SCHWAB CHARLES CORP | SCHW-PJ | 380,215 | $38.0M | 4.75% |
| 7 | MASTERCARD INCORPORATED | MA | 65,553 | $37.4M | 4.68% |
| 8 | ISHARES BITCOIN TRUST ETF | IBIT | 670,200 | $33.3M | 4.16% |
| 9 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 41 | $30.9M | 3.87% |
| 10 | ALPHABET INC | GOOG | 85,440 | $26.8M | 3.35% |
| 11 | ALPHABET INC | GOOG | 83,380 | $26.1M | 3.27% |
| 12 | WORKDAY INC | WDAY | 111,992 | $24.1M | 3.01% |
| 13 | JOBY AVIATION INC | JOBY-WT | 1,557,888 | $20.6M | 2.57% |
| 14 | CLEAR SECURE INC | YOU | 490,620 | $17.2M | 2.15% |
| 15 | IAC INC | IAC | 319,477 | $12.5M | 1.56% |
| 16 | EXXON MOBIL CORP | XOM | 89,900 | $10.8M | 1.35% |
| 17 | COUPANG INC | CPNG | 325,000 | $7.7M | 0.96% |
| 18 | COCA COLA CO | KO | 99,054 | $6.9M | 0.87% |
| 19 | AMAZON COM INC | AMZN | 24,420 | $5.6M | 0.71% |
| 20 | GE VERNOVA INC | GEV | 8,387 | $5.5M | 0.69% |
| 21 | TEMPUS AI INC | TEM | 76,621 | $4.5M | 0.57% |
| 22 | UNITEDHEALTH GROUP INC | UNH | 13,633 | $4.5M | 0.56% |
| 23 | META PLATFORMS INC | META | 6,782 | $4.5M | 0.56% |
| 24 | VISA INC | V | 11,668 | $4.1M | 0.51% |
| 25 | TRANSDIGM GROUP INC | TDG | 2,764 | $3.7M | 0.46% |
| 26 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 6,906 | $3.5M | 0.43% |
| 27 | PARAMOUNT SKYDANCE CORP | PSKY | 167,743 | $2.2M | 0.28% |
| 28 | ANGI INC | ANGI | 167,756 | $2.2M | 0.27% |
| 29 | SAMSARA INC | IOT | 66,020 | $1.3M | 0.16% |
| 30 | 1STDIBS COM INC | DIBS | 176,826 | $1.1M | 0.13% |
| 31 | BLEND LABS INC | BLND | 344,761 | $1.0M | 0.13% |
| 32 | ASTERA LABS INC | ALAB | 6,122 | $1.0M | 0.13% |
| 33 | RECURSION PHARMACEUTICALS IN | RXRX | 217,657 | $890,217 | 0.11% |
| 34 | FIGMA INC | FIG | 18,783 | $701,921 | 0.09% |
| 35 | GINKGO BIOWORKS HOLDINGS INC | DNABW | 61,951 | $514,812 | 0.06% |
| 36 | ALPHABET INC | GOOG | 1 | $314 | 0.00% |