Livermore

ALLEN OPERATIONS LLC

SEC CIK
0001389544

Holdings, Q2 2026

Positions as of Jun 30, 2026, filed Aug 5, 2026.SEC

Positions
33
−2 vs. Q1 2026
Total value
$721.73M
+$51.98M (+7.8%) vs. Q1 2026

Compare with Q1 2026: new, added, reduced and sold out

Positions

Long positions only. Changes compare share counts with Q1 2026.

ALLEN OPERATIONS LLC holdings in Q2 2026
SecurityClassSharesValue% of portfolioChange in sharesActionHistory
PLTRPALANTIR TECHNOLOGIES INC CL AStock1,125,000$131.25M18.19%00.0%UnchangedView
AYIACUITY INC COMStock344,100$129.61M17.96%00.0%UnchangedView
AURAURORA INNOVATION INCCLASS A COM10,385,096$70.83M9.81%00.0%UnchangedView
AFRMAFFIRM HLDGS INCCOM CL A721,382$58.83M8.15%00.0%UnchangedView
SCHWCHARLES SCHWAB CORP (THE) COMStock380,215$35.08M4.86%00.0%UnchangedView
MAMASTERCARD INCORPORATED CL AStock65,553$33.67M4.66%00.0%UnchangedView
MSFTMICROSOFT CORP COMStock88,383$32.97M4.57%00.0%UnchangedView
BRK.ABERKSHIRE HATHAWAY INC DELCL A41$30.7M4.25%00.0%UnchangedView
GOOGALPHABET INC CAP STK CL CStock85,441$30.19M4.18%00.0%UnchangedView
GOOGLALPHABET INC CAP STK CL AStock83,380$29.8M4.13%00.0%UnchangedView
IBITISHARES BITCOIN TRUST ETFETF670,200$22.31M3.09%00.0%UnchangedView
YOUCLEAR SECURE INCCOM CL A318,965$17.78M2.46%−49,000−13.3%ReducedView
PPLIPEOPLE INCCOM NEW319,477$14.75M2.04%00.0%UnchangedView
JOBYJOBY AVIATION INCCOMMON STOCK1,557,888$13.9M1.93%00.0%UnchangedView
WDAYWORKDAY INCCL A111,992$13.71M1.90%00.0%UnchangedView
GEVGE VERNOVA INC COMStock8,387$9.85M1.37%00.0%UnchangedView
KOCOCA COLA CO COMStock99,054$8.05M1.12%00.0%UnchangedView
AMZNAMAZON COM INC COMStock24,420$5.82M0.81%00.0%UnchangedView
UNHUNITEDHEALTH GROUP INC COMStock13,633$5.67M0.79%00.0%UnchangedView
TEMTEMPUS AI INCCL A76,621$4.44M0.62%00.0%UnchangedView
VVISA INC COM CL AStock11,668$4M0.55%00.0%UnchangedView
METAMETA PLATFORMS INC CL AStock6,782$3.82M0.53%00.0%UnchangedView
TDGTRANSDIGM GROUP INCCOM2,764$3.68M0.51%00.0%UnchangedView
BRK.BBERKSHIRE HATHAWAY INC DEL CL B NEWStock6,906$3.46M0.48%00.0%UnchangedView
PSKYPARAMOUNT SKYDANCE CORPCOM CL B181,047$1.79M0.25%00.0%UnchangedView
SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK6,620$1.13M0.16%+6,620NewView
ANGIANGI INCCL A NEW167,756$998.15K0.14%00.0%UnchangedView
DIBS1STDIBS COM INCCOM176,826$866.45K0.12%00.0%UnchangedView
RXRXRECURSION PHARMACEUTICALS INCL A217,657$798.8K0.11%00.0%UnchangedView
DNAGINKGO BIOWORKS HOLDINGS INCCL A NEW61,951$613.94K0.09%00.0%UnchangedView
BLNDBLEND LABS INCCL A344,761$589.54K0.08%00.0%UnchangedView
FIGFIGMA INC CLASS A COM STKStock23,214$419.94K0.06%+3,618+18.5%AddedView
BKSYBLACKSKY TECHNOLOGY INCCL A NEW13,133$366.67K0.05%+13,133NewView

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are no longer in this filing.

ALLEN OPERATIONS LLC positions sold out since Q1 2026
SecurityClassShares, Q1 2026Value, Q1 2026% of portfolio, Q1 2026
XOMEXXON MOBIL CORPCOM89,900$15.25M2.28%
CPNGCOUPANG INCCL A325,000$6.14M0.92%
IOTSAMSARA INC COM CL AStock36,020$1.14M0.17%
ALABASTERA LABS INC COMStock6,122$670.97K0.10%

13F filings by quarter

ALLEN OPERATIONS LLC 13F filings by quarter
QuarterFiledPositionsTotal valueChangesFiling
Q2 2026Aug 5, 202633$721.73Mvs. Q1 2026SEC
Q1 2026May 7, 202635$669.75Mvs. Q4 2025SEC
Q4 2025Feb 10, 202635$799.23Mvs. Q3 2025SEC
Q3 2025Nov 6, 202537$837.66Mvs. Q2 2025SEC
Q2 2025Aug 7, 202534$727.01Mvs. Q1 2025SEC
Q1 2025May 7, 202530$607.95Mvs. Q4 2024SEC
Q4 2024Feb 10, 202530$630.66Mvs. Q3 2024SEC
Q3 2024Nov 7, 202432$593.61Mvs. Q2 2024SEC
Q2 2024Aug 8, 202433$510.99Mvs. Q1 2024SEC
Q1 2024May 7, 202433$526.63Mvs. Q4 2023SEC
Q4 2023Feb 14, 202433$503.7Mvs. Q3 2023SEC
Q3 2023Nov 13, 202339$452.32Mvs. Q2 2023SEC
Q2 2023Aug 7, 202338$450.72Mvs. Q1 2023SEC
Q1 2023May 9, 202339$394.47Mvs. Q4 2022SEC
Q4 2022Feb 13, 202341$374.2Mvs. Q3 2022SEC
Q3 2022Nov 7, 202244$374.79Mvs. Q2 2022SEC
Q2 2022Aug 8, 202242$397.99Mvs. Q1 2022SEC
Q1 2022May 5, 202242$567.68Mvs. Q4 2021SEC
Q4 2021Feb 10, 202240$719.75Mvs. Q3 2021SEC
Q3 2021Nov 5, 202137$646.07Mvs. Q2 2021SEC
Q2 2021Aug 11, 202133$582.48Mvs. Q1 2021SEC
Q1 2021May 17, 202129$492.2M–SEC