Allen Operations LLC
- SEC CIK
- 0001389544
- Latest filing
- Aug 5, 2026
Holdings in Q4 2025
Holdings as of Dec 31, 2025, filed Feb 10, 2026. Long positions only; changes compare share counts with Q3 2025.
- Positions
- 35
- −2 vs. Q3 2025
- Portfolio value
- $799.2M
- −$38.4M (−4.6%) vs. Q3 2025
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| PLTRPalantir Technologies Inc. | Stock | 1,125,000 | $200.0M | 25.0% | −75,000−6.3% | Reduced | History |
| AYIAcuity Inc. (DE) | Stock | 344,100 | $123.9M | 15.5% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 721,382 | $53.7M | 6.7% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 88,383 | $42.7M | 5.3% | 00.0% | Unchanged | History |
| AURAurora Innovation, Inc. | CLASS A COM | 10,385,096 | $39.9M | 5.0% | 00.0% | Unchanged | History |
| SCHWSchwab Charles Corp | Stock | 380,215 | $38.0M | 4.8% | 00.0% | Unchanged | History |
| MAMastercard Inc | Stock | 65,553 | $37.4M | 4.7% | 00.0% | Unchanged | History |
| IBITiShares Bitcoin Trust ETF | ETF | 670,200 | $33.3M | 4.2% | 00.0% | Unchanged | History |
| BRK.ABerkshire Hathaway Inc | CL A | 41 | $30.9M | 3.9% | 00.0% | Unchanged | History |
| GOOGAlphabet Inc. | Stock | 85,441 | $26.8M | 3.4% | 00.0% | Unchanged | History |
| GOOGLAlphabet Inc. | Stock | 83,380 | $26.1M | 3.3% | 00.0% | Unchanged | History |
| WDAYWorkday, Inc. | CL A | 111,992 | $24.1M | 3.0% | 00.0% | Unchanged | History |
| JOBYJoby Aviation, Inc. | COMMON STOCK | 1,557,888 | $20.6M | 2.6% | 00.0% | Unchanged | History |
| YOUClear Secure, Inc. | COM CL A | 490,620 | $17.2M | 2.2% | 00.0% | Unchanged | History |
| PPLIPeople Inc | COM NEW | 319,477 | $12.5M | 1.6% | 00.0% | Unchanged | History |
| XOMExxonMobil Holdings Corp | COM | 89,900 | $10.8M | 1.4% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 325,000 | $7.67M | 1.0% | 00.0% | Unchanged | History |
| KOCoca Cola Co | Stock | 99,054 | $6.92M | 0.9% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 24,420 | $5.64M | 0.7% | 00.0% | Unchanged | History |
| GEVGE Vernova Inc. | Stock | 8,387 | $5.48M | 0.7% | 00.0% | Unchanged | History |
| TEMTempus AI, Inc. | CL A | 76,621 | $4.52M | 0.6% | 00.0% | Unchanged | History |
| UNHUnitedHealth Group Inc | Stock | 13,633 | $4.50M | 0.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 6,782 | $4.48M | 0.6% | 00.0% | Unchanged | History |
| VVisa Inc. | Stock | 11,668 | $4.09M | 0.5% | 00.0% | Unchanged | History |
| TDGTransDigm Group INC | COM | 2,764 | $3.68M | 0.5% | 00.0% | Unchanged | History |
| BRK.BBerkshire Hathaway Inc | Stock | 6,906 | $3.47M | 0.4% | 00.0% | Unchanged | History |
| PSKYParamount Skydance Corp | COM CL B | 167,743 | $2.25M | 0.3% | +167,743 | New | History |
| ANGIAngi Inc. | CL A NEW | 167,756 | $2.17M | 0.3% | 00.0% | Unchanged | History |
| IOTSamsara Inc. | Stock | 66,020 | $1.28M | 0.2% | +30,000+83.3% | Added | History |
| DIBS1stdibs.com, Inc. | COM | 176,826 | $1.06M | 0.1% | 00.0% | Unchanged | History |
| BLNDBlend Labs, Inc. | CL A | 344,761 | $1.05M | 0.1% | 00.0% | Unchanged | History |
| ALABAstera Labs, Inc. | Stock | 6,122 | $1.02M | 0.1% | 00.0% | Unchanged | History |
| RXRXRecursion Pharmaceuticals, Inc. | CL A | 217,657 | $890.2K | 0.1% | 00.0% | Unchanged | History |
| FIGFigma, Inc. | Stock | 18,783 | $701.9K | 0.1% | 00.0% | Unchanged | History |
| DNAGinkgo Bioworks Holdings, Inc. | CL A NEW | 61,951 | $514.8K | 0.1% | 00.0% | Unchanged | History |
Sold out since Q3 2025 (3)
Positions held at the end of Q3 2025 that are gone from this filing.