Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q3 2025
Holdings as of Sep 30, 2025, filed Nov 6, 2025. Long positions only; changes compare share counts with Q2 2025.
- Positions
- 37
- +3 vs. Q2 2025
- Portfolio value
- $837.7M
- +$110.7M (+15.2%) vs. Q2 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 1,200,000 | $218.9M | 26.1% | 00.0% | Unchanged | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $118.5M | 14.1% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $56.0M | 6.7% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $52.7M | 6.3% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $45.8M | 5.5% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 670,200 | $43.6M | 5.2% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $37.3M | 4.5% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 380,215 | $36.3M | 4.3% | −59,882−13.6% | Reduced | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $30.9M | 3.7% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $27.0M | 3.2% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $25.1M | 3.0% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 85,441 | $20.8M | 2.5% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $20.3M | 2.4% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 490,620 | $16.4M | 2.0% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $10.9M | 1.3% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $10.5M | 1.2% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $10.1M | 1.2% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $6.57M | 0.8% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 76,621 | $6.18M | 0.7% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 24,420 | $5.36M | 0.6% | +24,420 | New | History |
| GEVGE Vernova Inc. | Stock | 8,387 | $5.16M | 0.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 6,782 | $4.98M | 0.6% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 13,633 | $4.71M | 0.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,668 | $3.98M | 0.5% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.64M | 0.4% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.47M | 0.4% | 00.0% | Unchanged | History |
| ANGIAngi Inc. | CL A NEW | 167,756 | $2.73M | 0.3% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 36,020 | $1.34M | 0.2% | +12,502+53.2% | Added | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.26M | 0.2% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 6,122 | $1.20M | 0.1% | −6,122−50.0% | Reduced | History |
| VMEOVimeo, Inc. | COMMON STOCK | 139,583 | $1.08M | 0.1% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $1.06M | 0.1% | 00.0% | Unchanged | History |
| FIGFigma, Inc. | Stock | 18,783 | $974.3K | 0.1% | +18,783 | New | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,951 | $903.2K | 0.1% | 00.0% | Unchanged | History |
| RBRKRubrik, Inc. | Stock | 10,694 | $879.6K | 0.1% | +10,694 | New | History |
| ABSIAbsci Corp | COM | 236,129 | $717.8K | 0.1% | 00.0% | Unchanged | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $458.0K | 0.1% | 00.0% | Unchanged | History |