Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q2 2025
Holdings as of Jun 30, 2025, filed Aug 7, 2025. Long positions only; changes compare share counts with Q1 2025.
- Positions
- 34
- +4 vs. Q1 2025
- Portfolio value
- $727.0M
- +$119.2M (+19.6%) vs. Q1 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| DIBS1stdibs.com, Inc. | COM | 176,826 | $486.3K | 0.1% | 00.0% | Unchanged | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $563.9K | 0.1% | 00.0% | Unchanged | History |
| ABSIAbsci Corp | COM | 236,129 | $606.9K | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,951 | $696.9K | 0.1% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 23,518 | $935.5K | 0.1% | +23,518 | New | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.10M | 0.2% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 12,244 | $1.11M | 0.2% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.14M | 0.2% | 00.0% | Unchanged | History |
| ANGIAngi Inc. | CL A NEW | 167,756 | $2.56M | 0.4% | +167,756 | New | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.35M | 0.5% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,668 | $4.14M | 0.6% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $4.20M | 0.6% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 13,633 | $4.25M | 0.6% | +13,633 | New | History |
| GEVGE Vernova Inc. | Stock | 8,387 | $4.44M | 0.6% | +8,387 | New | History |
| TEMTempus AI, Inc. | CL A | 76,621 | $4.87M | 0.7% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 6,782 | $5.01M | 0.7% | +6,782 | New | History |
| KOCoca Cola Co | Stock | 99,054 | $7.01M | 1.0% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $9.69M | 1.3% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $9.74M | 1.3% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $11.9M | 1.6% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 490,620 | $13.6M | 1.9% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $14.7M | 2.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 85,441 | $15.2M | 2.1% | −71,680−45.6% | Reduced | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $16.4M | 2.3% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $26.9M | 3.7% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $29.9M | 4.1% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $36.8M | 5.1% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 440,097 | $40.2M | 5.5% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 670,200 | $41.0M | 5.6% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $44.0M | 6.0% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $49.9M | 6.9% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $54.4M | 7.5% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $102.7M | 14.1% | 00.0% | Unchanged | History |
| PLTRPalantir Technologies Inc. | Stock | 1,200,000 | $163.6M | 22.5% | 00.0% | Unchanged | History |
Sold out since Q1 2025 (1)
Positions held at the end of Q1 2025 that are gone from this filing.