ALLEN OPERATIONS LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001389544 · Show all filings

Period: Q3 2025 (← Previous) (Next →)

Filing Date: Nov 6, 2025

Total Value: $838M (100.0% shares, 0.0% debt)

Holdings (37)

PLTR PALANTIR TECHNOLOGIES INC 26.1%

Value $219M Shares 1,200,000 Share Price $182.42 Est. Cost/Share $10.24 Unrealized @ Report Date +1680.8%

AYI ACUITY INC 14.1%

Value $119M Shares 344,100 Share Price $344.39 Est. Cost/Share $116.70 Unrealized @ Report Date +194.8%

AUR AURORA INNOVATION INC 6.7%

Value $55.98M Shares 10,385,096 Share Price $5.39 Est. Cost/Share $10.00 Unrealized @ Report Date -46.1%

AFRM AFFIRM HLDGS INC 6.3%

Value $52.72M Shares 721,382 Share Price $73.08 Est. Cost/Share $97.16 Unrealized @ Report Date -24.8%

MSFT MICROSOFT CORP 5.5%

Value $45.78M Shares 88,383 Share Price $517.95 Est. Cost/Share $216.89 Unrealized @ Report Date +138.4%

IBIT ISHARES BITCOIN TRUST ETF 5.2%

Value $43.56M Shares 670,200 Share Price $65.00 Est. Cost/Share $52.94 Unrealized @ Report Date +22.8%

MA MASTERCARD INCORPORATED 4.5%

Value $37.29M Shares 65,553 Share Price $568.81 Est. Cost/Share $76.79 Unrealized @ Report Date +639.8%

SCHW SCHWAB CHARLES CORP 4.3%

Value $36.3M Shares 380,215 Share Price $95.47 Est. Cost/Share $20.63 Unrealized @ Report Date +361.6%

BRK/A BERKSHIRE HATHAWAY INC DEL 3.7%

Value $30.92M Shares 41 Share Price $754200.00 Est. Cost/Share $165023.42 Unrealized @ Report Date +357.0%

WDAY WORKDAY INC 3.2%

Value $26.96M Shares 111,992 Share Price $240.73 Est. Cost/Share $62.77 Unrealized @ Report Date +283.5%

JOBY JOBY AVIATION INC 3.0%

Value $25.14M Shares 1,557,888 Share Price $16.14 Est. Cost/Share $10.08 Unrealized @ Report Date +60.1%

GOOG ALPHABET INC 2.5%

Value $20.81M Shares 85,441 Share Price $243.55 Est. Cost/Share $114.39 Unrealized @ Report Date +112.8%

GOOGL ALPHABET INC 2.4%

Value $20.27M Shares 83,380 Share Price $243.10 Est. Cost/Share $106.39 Unrealized @ Report Date +128.3%

YOU CLEAR SECURE INC 2.0%

Value $16.38M Shares 490,620 Share Price $33.38 Est. Cost/Share $35.76 Unrealized @ Report Date -7.0%

IAC IAC INC 1.3%

Value $10.88M Shares 319,477 Share Price $34.07 Est. Cost/Share $116.04 Unrealized @ Report Date -70.6%

CPNG COUPANG INC 1.2%

Value $10.46M Shares 325,000 Share Price $32.20 Est. Cost/Share $16.50 Unrealized @ Report Date +95.1%

XOM EXXON MOBIL CORP 1.2%

Value $10.14M Shares 89,900 Share Price $112.75 Est. Cost/Share $99.45 Unrealized @ Report Date +12.4%

KO COCA COLA CO 0.8%

Value $6.569M Shares 99,054 Share Price $66.32 Est. Cost/Share $47.37 Unrealized @ Report Date +39.0%

TEM TEMPUS AI INC 0.7%

Value $6.184M Shares 76,621 Share Price $80.71 Est. Cost/Share $30.66 Unrealized @ Report Date +163.2%

AMZN AMAZON COM INC 0.6%

Value $5.362M Shares 24,420 Share Price $219.57 Est. Cost/Share $226.35 Unrealized @ Report Date -3.0%

GEV GE VERNOVA INC 0.6%

Value $5.157M Shares 8,387 Share Price $614.90 Est. Cost/Share $415.97 Unrealized @ Report Date +47.8%

META META PLATFORMS INC 0.6%

Value $4.981M Shares 6,782 Share Price $734.38 Est. Cost/Share $616.61 Unrealized @ Report Date +19.0%

UNH UNITEDHEALTH GROUP INC 0.6%

Value $4.707M Shares 13,633 Share Price $345.30 Est. Cost/Share $374.94 Unrealized @ Report Date -8.5%

V VISA INC 0.5%

Value $3.983M Shares 11,668 Share Price $341.38 Est. Cost/Share $282.83 Unrealized @ Report Date +20.5%

TDG TRANSDIGM GROUP INC 0.4%

Value $3.643M Shares 2,764 Share Price $1318.02 Est. Cost/Share $254.69 Unrealized @ Report Date +417.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.4%

Value $3.472M Shares 6,906 Share Price $502.74 Est. Cost/Share $206.92 Unrealized @ Report Date +143.0%

ANGI ANGI INC 0.3%

Value $2.728M Shares 167,756 Share Price $16.26 Est. Cost/Share $14.45 Unrealized @ Report Date +12.5%

IOT SAMSARA INC 0.2%

Value $1.342M Shares 36,020 Share Price $37.25 Est. Cost/Share $39.87 Unrealized @ Report Date -6.6%

BLND BLEND LABS INC 0.2%

Value $1.258M Shares 344,761 Share Price $3.65 Est. Cost/Share $16.98 Unrealized @ Report Date -78.5%

ALAB ASTERA LABS INC 0.1%

Value $1.199M Shares 6,122 Share Price $195.80 Est. Cost/Share $65.64 Unrealized @ Report Date +198.3%

— VIMEO INC 0.1%

Value $1.082M Shares 139,583 Share Price $7.75 Est. Cost/Share $48.06 Unrealized @ Report Date —

RXRX RECURSION PHARMACEUTICALS IN 0.1%

Value $1.062M Shares 217,657 Share Price $4.88 Est. Cost/Share $22.19 Unrealized @ Report Date -78.0%

FIG FIGMA INC 0.1%

Value $974K Shares 18,783 Share Price $51.87 Est. Cost/Share $68.66 Unrealized @ Report Date -24.4%

DNA GINKGO BIOWORKS HOLDINGS INC 0.1%

Value $903K Shares 61,951 Share Price $14.58 Est. Cost/Share $10.02 Unrealized @ Report Date +45.5%

RBRK RUBRIK INC. 0.1%

Value $880K Shares 10,694 Share Price $82.25 Est. Cost/Share $85.96 Unrealized @ Report Date -4.3%

ABSI ABSCI CORPORATION 0.1%

Value $718K Shares 236,129 Share Price $3.04 Est. Cost/Share $3.67 Unrealized @ Report Date -17.3%

DIBS 1STDIBS COM INC 0.1%

Value $458K Shares 176,826 Share Price $2.59 Est. Cost/Share $25.73 Unrealized @ Report Date -89.9%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	1,200,000	$219M	26.1%	$182.42	$10.24	+1680.8%	CL A	69608A108
AYI	ACUITY INC	344,100	$119M	14.1%	$344.39	$116.70	+194.8%	COM	00508Y102
AUR	AURORA INNOVATION INC	10,385,096	$55.98M	6.7%	$5.39	$10.00	-46.1%	CLASS A COM	051774107
AFRM	AFFIRM HLDGS INC	721,382	$52.72M	6.3%	$73.08	$97.16	-24.8%	COM CL A	00827B106
MSFT	MICROSOFT CORP	88,383	$45.78M	5.5%	$517.95	$216.89	+138.4%	COM	594918104
IBIT	ISHARES BITCOIN TRUST ETF	670,200	$43.56M	5.2%	$65.00	$52.94	+22.8%	SHS BEN INT	46438F101
MA	MASTERCARD INCORPORATED	65,553	$37.29M	4.5%	$568.81	$76.79	+639.8%	CL A	57636Q104
SCHW	SCHWAB CHARLES CORP	380,215	$36.3M	4.3%	$95.47	$20.63	+361.6%	COM	808513105
BRK/A	BERKSHIRE HATHAWAY INC DEL	41	$30.92M	3.7%	$754200.00	$165023.42	+357.0%	CL A	084670108
WDAY	WORKDAY INC	111,992	$26.96M	3.2%	$240.73	$62.77	+283.5%	CL A	98138H101
JOBY	JOBY AVIATION INC	1,557,888	$25.14M	3.0%	$16.14	$10.08	+60.1%	COMMON STOCK	G65163100
GOOG	ALPHABET INC	85,441	$20.81M	2.5%	$243.55	$114.39	+112.8%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	83,380	$20.27M	2.4%	$243.10	$106.39	+128.3%	CAP STK CL A	02079K305
YOU	CLEAR SECURE INC	490,620	$16.38M	2.0%	$33.38	$35.76	-7.0%	COM CL A	18467V109
IAC	IAC INC	319,477	$10.88M	1.3%	$34.07	$116.04	-70.6%	COM NEW	44891N208
CPNG	COUPANG INC	325,000	$10.46M	1.2%	$32.20	$16.50	+95.1%	CL A	22266T109
XOM	EXXON MOBIL CORP	89,900	$10.14M	1.2%	$112.75	$99.45	+12.4%	COM	30231G102
KO	COCA COLA CO	99,054	$6.569M	0.8%	$66.32	$47.37	+39.0%	COM	191216100
TEM	TEMPUS AI INC	76,621	$6.184M	0.7%	$80.71	$30.66	+163.2%	CL A	88023B103
AMZN	AMAZON COM INC	24,420	$5.362M	0.6%	$219.57	$226.35	-3.0%	COM	023135106
GEV	GE VERNOVA INC	8,387	$5.157M	0.6%	$614.90	$415.97	+47.8%	COM	36828A101
META	META PLATFORMS INC	6,782	$4.981M	0.6%	$734.38	$616.61	+19.0%	CL A	30303M102
UNH	UNITEDHEALTH GROUP INC	13,633	$4.707M	0.6%	$345.30	$374.94	-8.5%	COM	91324P102
V	VISA INC	11,668	$3.983M	0.5%	$341.38	$282.83	+20.5%	COM CL A	92826C839
TDG	TRANSDIGM GROUP INC	2,764	$3.643M	0.4%	$1318.02	$254.69	+417.5%	COM	893641100
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,906	$3.472M	0.4%	$502.74	$206.92	+143.0%	CL B NEW	084670702
ANGI	ANGI INC	167,756	$2.728M	0.3%	$16.26	$14.45	+12.5%	CL A NEW	00183L201
IOT	SAMSARA INC	36,020	$1.342M	0.2%	$37.25	$39.87	-6.6%	COM CL A	79589L106
BLND	BLEND LABS INC	344,761	$1.258M	0.2%	$3.65	$16.98	-78.5%	CL A	09352U108
ALAB	ASTERA LABS INC	6,122	$1.199M	0.1%	$195.80	$65.64	+198.3%	COM	04626A103
—	VIMEO INC	139,583	$1.082M	0.1%	$7.75	$48.06	—	COMMON STOCK	92719V100
RXRX	RECURSION PHARMACEUTICALS IN	217,657	$1.062M	0.1%	$4.88	$22.19	-78.0%	CL A	75629V104
FIG	FIGMA INC	18,783	$974K	0.1%	$51.87	$68.66	-24.4%	CLASS A COM STK	316841105
DNA	GINKGO BIOWORKS HOLDINGS INC	61,951	$903K	0.1%	$14.58	$10.02	+45.5%	CL A NEW	37611X209
RBRK	RUBRIK INC.	10,694	$880K	0.1%	$82.25	$85.96	-4.3%	CL A	781154109
ABSI	ABSCI CORPORATION	236,129	$718K	0.1%	$3.04	$3.67	-17.3%	COM	00091E109
DIBS	1STDIBS COM INC	176,826	$458K	0.1%	$2.59	$25.73	-89.9%	COM	320551104