Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q1 2025
Holdings as of Mar 31, 2025, filed May 7, 2025. Long positions only; changes compare share counts with Q4 2024.
- Positions
- 30
- 0 vs. Q4 2024
- Portfolio value
- $607.8M
- −$22.8M (−3.6%) vs. Q4 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 1,200,000 | $101.3M | 16.7% | −256,568−17.6% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $90.6M | 14.9% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $69.8M | 11.5% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $35.9M | 5.9% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 440,097 | $34.5M | 5.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $33.2M | 5.5% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $32.7M | 5.4% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $32.6M | 5.4% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 670,200 | $31.4M | 5.2% | +670,200 | New | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $26.2M | 4.3% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 157,121 | $24.5M | 4.0% | +13,760+9.6% | Added | History |
| PPLIPeople Inc | COM NEW | 319,477 | $14.7M | 2.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $12.9M | 2.1% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 490,620 | $12.7M | 2.1% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $10.7M | 1.8% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $9.38M | 1.5% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $7.13M | 1.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $7.09M | 1.2% | −65,854−39.9% | Reduced | History |
| VVisa Inc. | Stock | 11,668 | $4.09M | 0.7% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.82M | 0.6% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 76,621 | $3.70M | 0.6% | −32,838−30.0% | Reduced | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.68M | 0.6% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.15M | 0.2% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.15M | 0.2% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $734.2K | 0.1% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 12,244 | $730.6K | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $592.7K | 0.1% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $537.6K | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,951 | $353.1K | 0.1% | 00.0% | Unchanged | History |
| BSLKBolt Projects Holdings, Inc. | COM | 40,289 | – | – | 00.0% | Unchanged | History |
Sold out since Q4 2024 (1)
Positions held at the end of Q4 2024 that are gone from this filing.