ALLEN OPERATIONS LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001389544 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 7, 2026

Total Value: $670M (100.0% shares, 0.0% debt)

Holdings (35)

PLTR PALANTIR TECHNOLOGIES INC 24.6%

Value $165M Shares 1,125,000 Est. Cost $10.24 Unrealized +1405.0%

AYI ACUITY INC 14.4%

Value $96.42M Shares 344,100 Est. Cost $116.70 Unrealized +175.7%

AUR AURORA INNOVATION INC 6.4%

Value $42.79M Shares 10,385,096 Est. Cost $10.00 Unrealized -55.2%

SCHW SCHWAB CHARLES CORP 5.3%

Value $35.73M Shares 380,215 Est. Cost $20.63 Unrealized +385.4%

AFRM AFFIRM HLDGS INC 4.9%

Value $33.05M Shares 721,382 Est. Cost $97.16 Unrealized -33.4%

MA MASTERCARD INCORPORATED 4.9%

Value $32.75M Shares 65,553 Est. Cost $76.79 Unrealized +602.0%

MSFT MICROSOFT CORP 4.9%

Value $32.72M Shares 88,383 Est. Cost $216.89 Unrealized +100.4%

BRK/A BERKSHIRE HATHAWAY INC DEL 4.4%

Value $29.44M Shares 41 Est. Cost $165023.42 Unrealized +348.7%

IBIT ISHARES BITCOIN TRUST ETF 3.8%

Value $25.75M Shares 670,200 Est. Cost $46.81 Unrealized —

GOOG ALPHABET INC 3.7%

Value $24.51M Shares 85,441 Est. Cost $114.39 Unrealized +183.0%

GOOGL ALPHABET INC 3.6%

Value $23.98M Shares 83,380 Est. Cost $106.39 Unrealized +203.9%

YOU CLEAR SECURE INC 2.7%

Value $17.81M Shares 367,965 Est. Cost $35.76 Unrealized -3.2%

XOM EXXON MOBIL CORP 2.3%

Value $15.25M Shares 89,900 Est. Cost $99.45 Unrealized +39.5%

WDAY WORKDAY INC 2.2%

Value $14.55M Shares 111,992 Est. Cost $62.77 Unrealized +175.0%

JOBY JOBY AVIATION INC 1.9%

Value $12.87M Shares 1,557,888 Est. Cost $10.08 Unrealized +22.8%

IAC IAC INC 1.9%

Value $12.79M Shares 319,477 Est. Cost $116.04 Unrealized -67.5%

KO COCA COLA CO 1.1%

Value $7.533M Shares 99,054 Est. Cost $47.37 Unrealized +57.8%

GEV GE VERNOVA INC 1.1%

Value $7.321M Shares 8,387 Est. Cost $415.97 Unrealized +77.2%

CPNG COUPANG INC 0.9%

Value $6.136M Shares 325,000 Est. Cost $16.50 Unrealized +20.4%

AMZN AMAZON COM INC 0.8%

Value $5.086M Shares 24,420 Est. Cost $226.35 Unrealized +0.2%

META META PLATFORMS INC 0.6%

Value $3.88M Shares 6,782 Est. Cost $616.61 Unrealized +6.3%

UNH UNITEDHEALTH GROUP INC 0.6%

Value $3.689M Shares 13,633 Est. Cost $374.94 Unrealized -17.7%

V VISA INC 0.5%

Value $3.527M Shares 11,668 Est. Cost $282.83 Unrealized +16.4%

TEM TEMPUS AI INC 0.5%

Value $3.465M Shares 76,621 Est. Cost $30.66 Unrealized +99.7%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $3.309M Shares 6,906 Est. Cost $206.92 Unrealized +138.5%

TDG TRANSDIGM GROUP INC 0.5%

Value $3.203M Shares 2,764 Est. Cost $254.69 Unrealized +434.6%

PSKY PARAMOUNT SKYDANCE CORP 0.2%

Value $1.633M Shares 181,047 Est. Cost $15.25 Unrealized -25.5%

ANGI ANGI INC 0.2%

Value $1.149M Shares 167,756 Est. Cost $14.45 Unrealized -20.4%

IOT SAMSARA INC 0.2%

Value $1.141M Shares 36,020 Est. Cost $39.34 Unrealized -24.4%

DIBS 1STDIBS COM INC 0.1%

Value $973K Shares 176,826 Est. Cost $25.73 Unrealized -78.3%

ALAB ASTERA LABS INC 0.1%

Value $671K Shares 6,122 Est. Cost $65.64 Unrealized +140.2%

RXRX RECURSION PHARMACEUTICALS IN 0.1%

Value $668K Shares 217,657 Est. Cost $22.19 Unrealized -81.2%

BLND BLEND LABS INC 0.1%

Value $586K Shares 344,761 Est. Cost $16.98 Unrealized -85.7%

FIG FIGMA INC 0.1%

Value $414K Shares 19,596 Est. Cost $66.99 Unrealized -57.6%

DNA GINKGO BIOWORKS HOLDINGS INC 0.1%

Value $380K Shares 61,951 Est. Cost $10.02 Unrealized -6.9%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	1,125,000	$165M	24.6%	$10.24	+1405.0%	CL A	69608A108
AYI	ACUITY INC	344,100	$96.42M	14.4%	$116.70	+175.7%	COM	00508Y102
AUR	AURORA INNOVATION INC	10,385,096	$42.79M	6.4%	$10.00	-55.2%	CLASS A COM	051774107
SCHW	SCHWAB CHARLES CORP	380,215	$35.73M	5.3%	$20.63	+385.4%	COM	808513105
AFRM	AFFIRM HLDGS INC	721,382	$33.05M	4.9%	$97.16	-33.4%	COM CL A	00827B106
MA	MASTERCARD INCORPORATED	65,553	$32.75M	4.9%	$76.79	+602.0%	CL A	57636Q104
MSFT	MICROSOFT CORP	88,383	$32.72M	4.9%	$216.89	+100.4%	COM	594918104
BRK/A	BERKSHIRE HATHAWAY INC DEL	41	$29.44M	4.4%	$165023.42	+348.7%	CL A	084670108
IBIT	ISHARES BITCOIN TRUST ETF	670,200	$25.75M	3.8%	$46.81	—	SHS BEN INT	46438F101
GOOG	ALPHABET INC	85,441	$24.51M	3.7%	$114.39	+183.0%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	83,380	$23.98M	3.6%	$106.39	+203.9%	CAP STK CL A	02079K305
YOU	CLEAR SECURE INC	367,965	$17.81M	2.7%	$35.76	-3.2%	COM CL A	18467V109
XOM	EXXON MOBIL CORP	89,900	$15.25M	2.3%	$99.45	+39.5%	COM	30231G102
WDAY	WORKDAY INC	111,992	$14.55M	2.2%	$62.77	+175.0%	CL A	98138H101
JOBY	JOBY AVIATION INC	1,557,888	$12.87M	1.9%	$10.08	+22.8%	COMMON STOCK	G65163100
IAC	IAC INC	319,477	$12.79M	1.9%	$116.04	-67.5%	COM NEW	44891N208
KO	COCA COLA CO	99,054	$7.533M	1.1%	$47.37	+57.8%	COM	191216100
GEV	GE VERNOVA INC	8,387	$7.321M	1.1%	$415.97	+77.2%	COM	36828A101
CPNG	COUPANG INC	325,000	$6.136M	0.9%	$16.50	+20.4%	CL A	22266T109
AMZN	AMAZON COM INC	24,420	$5.086M	0.8%	$226.35	+0.2%	COM	023135106
META	META PLATFORMS INC	6,782	$3.88M	0.6%	$616.61	+6.3%	CL A	30303M102
UNH	UNITEDHEALTH GROUP INC	13,633	$3.689M	0.6%	$374.94	-17.7%	COM	91324P102
V	VISA INC	11,668	$3.527M	0.5%	$282.83	+16.4%	COM CL A	92826C839
TEM	TEMPUS AI INC	76,621	$3.465M	0.5%	$30.66	+99.7%	CL A	88023B103
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,906	$3.309M	0.5%	$206.92	+138.5%	CL B NEW	084670702
TDG	TRANSDIGM GROUP INC	2,764	$3.203M	0.5%	$254.69	+434.6%	COM	893641100
PSKY	PARAMOUNT SKYDANCE CORP	181,047	$1.633M	0.2%	$15.25	-25.5%	COM CL B	69932A204
ANGI	ANGI INC	167,756	$1.149M	0.2%	$14.45	-20.4%	CL A NEW	00183L201
IOT	SAMSARA INC	36,020	$1.141M	0.2%	$39.34	-24.4%	COM CL A	79589L106
DIBS	1STDIBS COM INC	176,826	$973K	0.1%	$25.73	-78.3%	COM	320551104
ALAB	ASTERA LABS INC	6,122	$671K	0.1%	$65.64	+140.2%	COM	04626A103
RXRX	RECURSION PHARMACEUTICALS IN	217,657	$668K	0.1%	$22.19	-81.2%	CL A	75629V104
BLND	BLEND LABS INC	344,761	$586K	0.1%	$16.98	-85.7%	CL A	09352U108
FIG	FIGMA INC	19,596	$414K	0.1%	$66.99	-57.6%	CLASS A COM STK	316841105
DNA	GINKGO BIOWORKS HOLDINGS INC	61,951	$380K	0.1%	$10.02	-6.9%	CL A NEW	37611X209