ALLEN OPERATIONS LLC Long-Term Concentrated

Name: ALLEN OPERATIONS LLC Q2 2026 13F Filing | 13F Explorer
Creator: ALLEN OPERATIONS LLC
Published: 2026-08-05

Location: New York, NY

CIK: 0001389544 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 5, 2026

Total Value: $722M (100.0% shares, 0.0% debt)

Holdings (33)

New Positions (2)

SPCX SPACE EXPLORATION TECHN CORP 0.2%

Value $1.131M Shares 6,620 Est. Cost $170.86 Unrealized —

BKSY BLACKSKY TECHNOLOGY INC 0.1%

Value $367K Shares 13,133 Est. Cost $27.92 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SPCX	SPACE EXPLORATION TECHN CORP	6,620	$1.131M	0.2%	$170.86	—	CLASS A COM STK	84615Q103
BKSY	BLACKSKY TECHNOLOGY INC	13,133	$367K	0.1%	$27.92	—	CL A NEW	09263B207

Increased Positions (1)

FIG FIGMA INC 0.1%

Value $420K (+1.4%) Shares 23,214 (+18.5%) Est. Cost $59.37 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
FIG	FIGMA INC	23,214 (+18.5%)	$420K (+1.4%)	0.1%	$59.37	—	CLASS A COM STK	316841105

Exited Positions (4)

XOM EXXON MOBIL CORP 2.1%

Value $15.25M Shares 89,900 Est. Cost $99.45 Unrealized —

CPNG COUPANG INC 0.9%

Value $6.136M Shares 325,000 Est. Cost $16.50 Unrealized —

IOT SAMSARA INC 0.2%

Value $1.141M Shares 36,020 Est. Cost $39.34 Unrealized —

ALAB ASTERA LABS INC 0.1%

Value $671K Shares 6,122 Est. Cost $65.64 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
XOM	EXXON MOBIL CORP	89,900	$15.25M	2.1%	$99.45	—	—	30231G102
CPNG	COUPANG INC	325,000	$6.136M	0.9%	$16.50	—	—	22266T109
IOT	SAMSARA INC	36,020	$1.141M	0.2%	$39.34	—	—	79589L106
ALAB	ASTERA LABS INC	6,122	$671K	0.1%	$65.64	—	—	04626A103

Decreased Positions (1)

YOU CLEAR SECURE INC 2.5%

Value $17.78M (-0.2%) Shares 318,965 (-13.3%) Est. Cost $35.76 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
YOU	CLEAR SECURE INC	318,965 (-13.3%)	$17.78M (-0.2%)	2.5%	$35.76	—	COM CL A	18467V109

Unchanged Positions (29)

PLTR PALANTIR TECHNOLOGIES INC 18.2%

Value $131M Shares 1,125,000 Est. Cost $10.24 Unrealized —

AYI ACUITY INC 18.0%

Value $130M Shares 344,100 Est. Cost $116.70 Unrealized —

AUR AURORA INNOVATION INC 9.8%

Value $70.83M Shares 10,385,096 Est. Cost $10.00 Unrealized —

AFRM AFFIRM HLDGS INC 8.2%

Value $58.83M Shares 721,382 Est. Cost $97.16 Unrealized —

GOOGL ALPHABET INC 4.1%

Value $29.8M Shares 83,380 Est. Cost $106.39 Unrealized —

GOOG ALPHABET INC 4.2%

Value $30.19M Shares 85,441 Est. Cost $114.39 Unrealized —

IBIT ISHARES BITCOIN TRUST ETF 3.1%

Value $22.31M Shares 670,200 Est. Cost $46.81 Unrealized —

GEV GE VERNOVA INC 1.4%

Value $9.854M Shares 8,387 Est. Cost $415.97 Unrealized —

UNH UNITEDHEALTH GROUP INC 0.8%

Value $5.666M Shares 13,633 Est. Cost $374.94 Unrealized —

IAC PEOPLE INC 2.0%

Value $14.75M Shares 319,477 Est. Cost $116.04 Unrealized —

BRK/A BERKSHIRE HATHAWAY INC DEL 4.3%

Value $30.7M Shares 41 Est. Cost $165023.42 Unrealized —

JOBY JOBY AVIATION INC 1.9%

Value $13.9M Shares 1,557,888 Est. Cost $10.08 Unrealized —

TEM TEMPUS AI INC 0.6%

Value $4.439M Shares 76,621 Est. Cost $30.66 Unrealized —

MA MASTERCARD INCORPORATED 4.7%

Value $33.67M Shares 65,553 Est. Cost $76.79 Unrealized —

WDAY WORKDAY INC 1.9%

Value $13.71M Shares 111,992 Est. Cost $62.77 Unrealized —

AMZN AMAZON COM INC 0.8%

Value $5.82M Shares 24,420 Est. Cost $226.35 Unrealized —

SCHW SCHWAB CHARLES CORP 4.9%

Value $35.08M Shares 380,215 Est. Cost $20.63 Unrealized —

KO COCA COLA CO 1.1%

Value $8.05M Shares 99,054 Est. Cost $47.37 Unrealized —

TDG TRANSDIGM GROUP INC 0.5%

Value $3.682M Shares 2,764 Est. Cost $254.69 Unrealized —

V VISA INC 0.6%

Value $4.003M Shares 11,668 Est. Cost $282.83 Unrealized —

MSFT MICROSOFT CORP 4.6%

Value $32.97M Shares 88,383 Est. Cost $216.89 Unrealized —

DNA GINKGO BIOWORKS HOLDINGS INC 0.1%

Value $614K Shares 61,951 Est. Cost $10.02 Unrealized —

PSKY PARAMOUNT SKYDANCE CORP 0.2%

Value $1.785M Shares 181,047 Est. Cost $15.25 Unrealized —

ANGI ANGI INC 0.1%

Value $998K Shares 167,756 Est. Cost $14.45 Unrealized —

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $3.456M Shares 6,906 Est. Cost $206.92 Unrealized —

RXRX RECURSION PHARMACEUTICALS IN 0.1%

Value $799K Shares 217,657 Est. Cost $22.19 Unrealized —

DIBS 1STDIBS COM INC 0.1%

Value $866K Shares 176,826 Est. Cost $25.73 Unrealized —

META META PLATFORMS INC 0.5%

Value $3.82M Shares 6,782 Est. Cost $616.61 Unrealized —

BLND BLEND LABS INC 0.1%

Value $590K Shares 344,761 Est. Cost $16.98 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	1,125,000	$131M	18.2%	$10.24	—	CL A	69608A108
AYI	ACUITY INC	344,100	$130M	18.0%	$116.70	—	COM	00508Y102
AUR	AURORA INNOVATION INC	10,385,096	$70.83M	9.8%	$10.00	—	CLASS A COM	051774107
AFRM	AFFIRM HLDGS INC	721,382	$58.83M	8.2%	$97.16	—	COM CL A	00827B106
GOOGL	ALPHABET INC	83,380	$29.8M	4.1%	$106.39	—	CAP STK CL A	02079K305
GOOG	ALPHABET INC	85,441	$30.19M	4.2%	$114.39	—	CAP STK CL C	02079K107
IBIT	ISHARES BITCOIN TRUST ETF	670,200	$22.31M	3.1%	$46.81	—	SHS BEN INT	46438F101
GEV	GE VERNOVA INC	8,387	$9.854M	1.4%	$415.97	—	COM	36828A101
UNH	UNITEDHEALTH GROUP INC	13,633	$5.666M	0.8%	$374.94	—	COM	91324P102
IAC	PEOPLE INC	319,477	$14.75M	2.0%	$116.04	—	COM NEW	44891N208
BRK/A	BERKSHIRE HATHAWAY INC DEL	41	$30.7M	4.3%	$165023.42	—	CL A	084670108
JOBY	JOBY AVIATION INC	1,557,888	$13.9M	1.9%	$10.08	—	COMMON STOCK	G65163100
TEM	TEMPUS AI INC	76,621	$4.439M	0.6%	$30.66	—	CL A	88023B103
MA	MASTERCARD INCORPORATED	65,553	$33.67M	4.7%	$76.79	—	CL A	57636Q104
WDAY	WORKDAY INC	111,992	$13.71M	1.9%	$62.77	—	CL A	98138H101
AMZN	AMAZON COM INC	24,420	$5.82M	0.8%	$226.35	—	COM	023135106
SCHW	SCHWAB CHARLES CORP	380,215	$35.08M	4.9%	$20.63	—	COM	808513105
KO	COCA COLA CO	99,054	$8.05M	1.1%	$47.37	—	COM	191216100
TDG	TRANSDIGM GROUP INC	2,764	$3.682M	0.5%	$254.69	—	COM	893641100
V	VISA INC	11,668	$4.003M	0.6%	$282.83	—	COM CL A	92826C839
MSFT	MICROSOFT CORP	88,383	$32.97M	4.6%	$216.89	—	COM	594918104
DNA	GINKGO BIOWORKS HOLDINGS INC	61,951	$614K	0.1%	$10.02	—	CL A NEW	37611X209
PSKY	PARAMOUNT SKYDANCE CORP	181,047	$1.785M	0.2%	$15.25	—	COM CL B	69932A204
ANGI	ANGI INC	167,756	$998K	0.1%	$14.45	—	CL A NEW	00183L201
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,906	$3.456M	0.5%	$206.92	—	CL B NEW	084670702
RXRX	RECURSION PHARMACEUTICALS IN	217,657	$799K	0.1%	$22.19	—	CL A	75629V104
DIBS	1STDIBS COM INC	176,826	$866K	0.1%	$25.73	—	COM	320551104
META	META PLATFORMS INC	6,782	$3.82M	0.5%	$616.61	—	CL A	30303M102
BLND	BLEND LABS INC	344,761	$590K	0.1%	$16.98	—	CL A	09352U108