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 Share Price $146.28 Est. Cost/Share $10.24 Unrealized @ Report Date +1328.0%

AYI ACUITY INC 14.4%

Value $96.42M Shares 344,100 Share Price $280.22 Est. Cost/Share $116.70 Unrealized @ Report Date +140.1%

AUR AURORA INNOVATION INC 6.4%

Value $42.79M Shares 10,385,096 Share Price $4.12 Est. Cost/Share $10.00 Unrealized @ Report Date -58.8%

SCHW SCHWAB CHARLES CORP 5.3%

Value $35.73M Shares 380,215 Share Price $93.98 Est. Cost/Share $20.63 Unrealized @ Report Date +355.6%

AFRM AFFIRM HLDGS INC 4.9%

Value $33.05M Shares 721,382 Share Price $45.82 Est. Cost/Share $97.16 Unrealized @ Report Date -52.8%

MA MASTERCARD INCORPORATED 4.9%

Value $32.75M Shares 65,553 Share Price $499.66 Est. Cost/Share $76.79 Unrealized @ Report Date +550.7%

MSFT MICROSOFT CORP 4.9%

Value $32.72M Shares 88,383 Share Price $370.17 Est. Cost/Share $216.89 Unrealized @ Report Date +70.7%

BRK/A BERKSHIRE HATHAWAY INC DEL 4.4%

Value $29.44M Shares 41 Share Price $718140.00 Est. Cost/Share $165023.42 Unrealized @ Report Date +335.2%

IBIT ISHARES BITCOIN TRUST ETF 3.8%

Value $25.75M Shares 670,200 Share Price $38.42 Est. Cost/Share $52.94 Unrealized @ Report Date -27.4%

GOOG ALPHABET INC 3.7%

Value $24.51M Shares 85,441 Share Price $286.86 Est. Cost/Share $114.39 Unrealized @ Report Date +150.8%

GOOGL ALPHABET INC 3.6%

Value $23.98M Shares 83,380 Share Price $287.56 Est. Cost/Share $106.39 Unrealized @ Report Date +170.3%

YOU CLEAR SECURE INC 2.7%

Value $17.81M Shares 367,965 Share Price $48.41 Est. Cost/Share $35.76 Unrealized @ Report Date +35.4%

XOM EXXON MOBIL CORP 2.3%

Value $15.25M Shares 89,900 Share Price $169.66 Est. Cost/Share $99.45 Unrealized @ Report Date +70.6%

WDAY WORKDAY INC 2.2%

Value $14.55M Shares 111,992 Share Price $129.92 Est. Cost/Share $62.77 Unrealized @ Report Date +107.0%

JOBY JOBY AVIATION INC 1.9%

Value $12.87M Shares 1,557,888 Share Price $8.26 Est. Cost/Share $10.08 Unrealized @ Report Date -18.1%

IAC IAC INC 1.9%

Value $12.79M Shares 319,477 Share Price $40.03 Est. Cost/Share $116.04 Unrealized @ Report Date -65.5%

KO COCA COLA CO 1.1%

Value $7.533M Shares 99,054 Share Price $76.05 Est. Cost/Share $47.37 Unrealized @ Report Date +60.5%

GEV GE VERNOVA INC 1.1%

Value $7.321M Shares 8,387 Share Price $872.90 Est. Cost/Share $415.97 Unrealized @ Report Date +109.8%

CPNG COUPANG INC 0.9%

Value $6.136M Shares 325,000 Share Price $18.88 Est. Cost/Share $16.50 Unrealized @ Report Date +14.4%

AMZN AMAZON COM INC 0.8%

Value $5.086M Shares 24,420 Share Price $208.27 Est. Cost/Share $226.35 Unrealized @ Report Date -8.0%

META META PLATFORMS INC 0.6%

Value $3.88M Shares 6,782 Share Price $572.13 Est. Cost/Share $616.61 Unrealized @ Report Date -7.2%

UNH UNITEDHEALTH GROUP INC 0.6%

Value $3.689M Shares 13,633 Share Price $270.59 Est. Cost/Share $374.94 Unrealized @ Report Date -27.8%

V VISA INC 0.5%

Value $3.527M Shares 11,668 Share Price $302.24 Est. Cost/Share $282.83 Unrealized @ Report Date +6.9%

TEM TEMPUS AI INC 0.5%

Value $3.465M Shares 76,621 Share Price $45.22 Est. Cost/Share $30.66 Unrealized @ Report Date +47.5%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $3.309M Shares 6,906 Share Price $479.20 Est. Cost/Share $206.92 Unrealized @ Report Date +131.6%

TDG TRANSDIGM GROUP INC 0.5%

Value $3.203M Shares 2,764 Share Price $1158.96 Est. Cost/Share $254.69 Unrealized @ Report Date +355.0%

PSKY PARAMOUNT SKYDANCE CORP 0.2%

Value $1.633M Shares 181,047 Share Price $9.02 Est. Cost/Share $15.22 Unrealized @ Report Date -40.7%

ANGI ANGI INC 0.2%

Value $1.149M Shares 167,756 Share Price $6.85 Est. Cost/Share $14.45 Unrealized @ Report Date -52.6%

IOT SAMSARA INC 0.2%

Value $1.141M Shares 36,020 Share Price $31.69 Est. Cost/Share $39.34 Unrealized @ Report Date -19.5%

DIBS 1STDIBS COM INC 0.1%

Value $973K Shares 176,826 Share Price $5.50 Est. Cost/Share $25.73 Unrealized @ Report Date -78.6%

ALAB ASTERA LABS INC 0.1%

Value $671K Shares 6,122 Share Price $109.60 Est. Cost/Share $65.64 Unrealized @ Report Date +67.0%

RXRX RECURSION PHARMACEUTICALS IN 0.1%

Value $668K Shares 217,657 Share Price $3.07 Est. Cost/Share $22.19 Unrealized @ Report Date -86.2%

BLND BLEND LABS INC 0.1%

Value $586K Shares 344,761 Share Price $1.70 Est. Cost/Share $16.98 Unrealized @ Report Date -90.0%

FIG FIGMA INC 0.1%

Value $414K Shares 19,596 Share Price $21.14 Est. Cost/Share $66.95 Unrealized @ Report Date -68.4%

DNA GINKGO BIOWORKS HOLDINGS INC 0.1%

Value $380K Shares 61,951 Share Price $6.13 Est. Cost/Share $10.02 Unrealized @ Report Date -38.8%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	1,125,000	$165M	24.6%	$146.28	$10.24	+1328.0%	CL A	69608A108
AYI	ACUITY INC	344,100	$96.42M	14.4%	$280.22	$116.70	+140.1%	COM	00508Y102
AUR	AURORA INNOVATION INC	10,385,096	$42.79M	6.4%	$4.12	$10.00	-58.8%	CLASS A COM	051774107
SCHW	SCHWAB CHARLES CORP	380,215	$35.73M	5.3%	$93.98	$20.63	+355.6%	COM	808513105
AFRM	AFFIRM HLDGS INC	721,382	$33.05M	4.9%	$45.82	$97.16	-52.8%	COM CL A	00827B106
MA	MASTERCARD INCORPORATED	65,553	$32.75M	4.9%	$499.66	$76.79	+550.7%	CL A	57636Q104
MSFT	MICROSOFT CORP	88,383	$32.72M	4.9%	$370.17	$216.89	+70.7%	COM	594918104
BRK/A	BERKSHIRE HATHAWAY INC DEL	41	$29.44M	4.4%	$718140.00	$165023.42	+335.2%	CL A	084670108
IBIT	ISHARES BITCOIN TRUST ETF	670,200	$25.75M	3.8%	$38.42	$52.94	-27.4%	SHS BEN INT	46438F101
GOOG	ALPHABET INC	85,441	$24.51M	3.7%	$286.86	$114.39	+150.8%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	83,380	$23.98M	3.6%	$287.56	$106.39	+170.3%	CAP STK CL A	02079K305
YOU	CLEAR SECURE INC	367,965	$17.81M	2.7%	$48.41	$35.76	+35.4%	COM CL A	18467V109
XOM	EXXON MOBIL CORP	89,900	$15.25M	2.3%	$169.66	$99.45	+70.6%	COM	30231G102
WDAY	WORKDAY INC	111,992	$14.55M	2.2%	$129.92	$62.77	+107.0%	CL A	98138H101
JOBY	JOBY AVIATION INC	1,557,888	$12.87M	1.9%	$8.26	$10.08	-18.1%	COMMON STOCK	G65163100
IAC	IAC INC	319,477	$12.79M	1.9%	$40.03	$116.04	-65.5%	COM NEW	44891N208
KO	COCA COLA CO	99,054	$7.533M	1.1%	$76.05	$47.37	+60.5%	COM	191216100
GEV	GE VERNOVA INC	8,387	$7.321M	1.1%	$872.90	$415.97	+109.8%	COM	36828A101
CPNG	COUPANG INC	325,000	$6.136M	0.9%	$18.88	$16.50	+14.4%	CL A	22266T109
AMZN	AMAZON COM INC	24,420	$5.086M	0.8%	$208.27	$226.35	-8.0%	COM	023135106
META	META PLATFORMS INC	6,782	$3.88M	0.6%	$572.13	$616.61	-7.2%	CL A	30303M102
UNH	UNITEDHEALTH GROUP INC	13,633	$3.689M	0.6%	$270.59	$374.94	-27.8%	COM	91324P102
V	VISA INC	11,668	$3.527M	0.5%	$302.24	$282.83	+6.9%	COM CL A	92826C839
TEM	TEMPUS AI INC	76,621	$3.465M	0.5%	$45.22	$30.66	+47.5%	CL A	88023B103
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,906	$3.309M	0.5%	$479.20	$206.92	+131.6%	CL B NEW	084670702
TDG	TRANSDIGM GROUP INC	2,764	$3.203M	0.5%	$1158.96	$254.69	+355.0%	COM	893641100
PSKY	PARAMOUNT SKYDANCE CORP	181,047	$1.633M	0.2%	$9.02	$15.22	-40.7%	COM CL B	69932A204
ANGI	ANGI INC	167,756	$1.149M	0.2%	$6.85	$14.45	-52.6%	CL A NEW	00183L201
IOT	SAMSARA INC	36,020	$1.141M	0.2%	$31.69	$39.34	-19.5%	COM CL A	79589L106
DIBS	1STDIBS COM INC	176,826	$973K	0.1%	$5.50	$25.73	-78.6%	COM	320551104
ALAB	ASTERA LABS INC	6,122	$671K	0.1%	$109.60	$65.64	+67.0%	COM	04626A103
RXRX	RECURSION PHARMACEUTICALS IN	217,657	$668K	0.1%	$3.07	$22.19	-86.2%	CL A	75629V104
BLND	BLEND LABS INC	344,761	$586K	0.1%	$1.70	$16.98	-90.0%	CL A	09352U108
FIG	FIGMA INC	19,596	$414K	0.1%	$21.14	$66.95	-68.4%	CLASS A COM STK	316841105
DNA	GINKGO BIOWORKS HOLDINGS INC	61,951	$380K	0.1%	$6.13	$10.02	-38.8%	CL A NEW	37611X209