ALLEN OPERATIONS LLC Long-Term Concentrated

Location: New York, NY

CIK: 0001389544 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Aug 5, 2026

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

Holdings (33)

PLTR PALANTIR TECHNOLOGIES INC 18.2%

Value $131M Shares 1,125,000 Share Price $116.67 Est. Cost/Share $10.24 Unrealized @ Report Date +1039.0%

AYI ACUITY INC 18.0%

Value $130M Shares 344,100 Share Price $376.66 Est. Cost/Share $116.70 Unrealized @ Report Date +222.8%

AUR AURORA INNOVATION INC 9.8%

Value $70.83M Shares 10,385,096 Share Price $6.82 Est. Cost/Share $10.00 Unrealized @ Report Date -31.8%

AFRM AFFIRM HLDGS INC 8.2%

Value $58.83M Shares 721,382 Share Price $81.55 Est. Cost/Share $97.16 Unrealized @ Report Date -16.1%

SCHW SCHWAB CHARLES CORP 4.9%

Value $35.08M Shares 380,215 Share Price $92.27 Est. Cost/Share $20.63 Unrealized @ Report Date +347.3%

MA MASTERCARD INCORPORATED 4.7%

Value $33.67M Shares 65,553 Share Price $513.60 Est. Cost/Share $76.79 Unrealized @ Report Date +568.9%

MSFT MICROSOFT CORP 4.6%

Value $32.97M Shares 88,383 Share Price $373.02 Est. Cost/Share $216.89 Unrealized @ Report Date +72.0%

BRK/A BERKSHIRE HATHAWAY INC DEL 4.3%

Value $30.7M Shares 41 Share Price $748850.00 Est. Cost/Share $165023.42 Unrealized @ Report Date +353.8%

GOOG ALPHABET INC 4.2%

Value $30.19M Shares 85,441 Share Price $353.33 Est. Cost/Share $114.39 Unrealized @ Report Date +208.9%

GOOGL ALPHABET INC 4.1%

Value $29.8M Shares 83,380 Share Price $357.37 Est. Cost/Share $106.39 Unrealized @ Report Date +235.9%

IBIT ISHARES BITCOIN TRUST ETF 3.1%

Value $22.31M Shares 670,200 Share Price $33.29 Est. Cost/Share $52.94 Unrealized @ Report Date -37.1%

YOU CLEAR SECURE INC 2.5%

Value $17.78M Shares 318,965 Share Price $55.73 Est. Cost/Share $35.76 Unrealized @ Report Date +55.8%

IAC PEOPLE INC 2.0%

Value $14.75M Shares 319,477 Share Price $46.16 * Est. Cost/Share $116.04 Unrealized @ Report Date -64.1%

JOBY JOBY AVIATION INC 1.9%

Value $13.9M Shares 1,557,888 Share Price $8.92 Est. Cost/Share $10.08 Unrealized @ Report Date -11.5%

WDAY WORKDAY INC 1.9%

Value $13.71M Shares 111,992 Share Price $122.42 Est. Cost/Share $62.77 Unrealized @ Report Date +95.0%

GEV GE VERNOVA INC 1.4%

Value $9.854M Shares 8,387 Share Price $1174.86 Est. Cost/Share $415.97 Unrealized @ Report Date +182.4%

KO COCA COLA CO 1.1%

Value $8.05M Shares 99,054 Share Price $81.27 Est. Cost/Share $47.37 Unrealized @ Report Date +71.6%

AMZN AMAZON COM INC 0.8%

Value $5.82M Shares 24,420 Share Price $238.34 Est. Cost/Share $226.35 Unrealized @ Report Date +5.3%

UNH UNITEDHEALTH GROUP INC 0.8%

Value $5.666M Shares 13,633 Share Price $415.63 Est. Cost/Share $374.94 Unrealized @ Report Date +10.9%

TEM TEMPUS AI INC 0.6%

Value $4.439M Shares 76,621 Share Price $57.93 Est. Cost/Share $30.66 Unrealized @ Report Date +88.9%

V VISA INC 0.6%

Value $4.003M Shares 11,668 Share Price $343.09 Est. Cost/Share $282.83 Unrealized @ Report Date +21.3%

META META PLATFORMS INC 0.5%

Value $3.82M Shares 6,782 Share Price $563.29 Est. Cost/Share $616.61 Unrealized @ Report Date -8.6%

TDG TRANSDIGM GROUP INC 0.5%

Value $3.682M Shares 2,764 Share Price $1332.04 Est. Cost/Share $254.69 Unrealized @ Report Date +423.0%

BRK/B BERKSHIRE HATHAWAY INC DEL 0.5%

Value $3.456M Shares 6,906 Share Price $500.39 Est. Cost/Share $206.92 Unrealized @ Report Date +141.8%

PSKY PARAMOUNT SKYDANCE CORP 0.2%

Value $1.785M Shares 181,047 Share Price $9.86 Est. Cost/Share $15.22 Unrealized @ Report Date -35.2%

SPCX SPACE EXPLORATION TECHN CORP 0.2%

Value $1.131M Shares 6,620 Share Price $170.86 Est. Cost/Share $170.68 Unrealized @ Report Date +0.1%

ANGI ANGI INC 0.1%

Value $998K Shares 167,756 Share Price $5.95 Est. Cost/Share $14.45 Unrealized @ Report Date -58.8%

DIBS 1STDIBS COM INC 0.1%

Value $866K Shares 176,826 Share Price $4.90 Est. Cost/Share $25.73 Unrealized @ Report Date -81.0%

RXRX RECURSION PHARMACEUTICALS IN 0.1%

Value $799K Shares 217,657 Share Price $3.67 Est. Cost/Share $22.19 Unrealized @ Report Date -83.5%

DNA GINKGO BIOWORKS HOLDINGS INC 0.1%

Value $614K Shares 61,951 Share Price $9.91 Est. Cost/Share $10.02 Unrealized @ Report Date -1.1%

BLND BLEND LABS INC 0.1%

Value $590K Shares 344,761 Share Price $1.71 Est. Cost/Share $16.98 Unrealized @ Report Date -89.9%

FIG FIGMA INC 0.1%

Value $420K Shares 23,214 Share Price $18.09 Est. Cost/Share $59.65 Unrealized @ Report Date -69.7%

BKSY BLACKSKY TECHNOLOGY INC 0.1%

Value $367K Shares 13,133 Share Price $27.92 Est. Cost/Share $36.13 Unrealized @ Report Date -22.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
PLTR	PALANTIR TECHNOLOGIES INC	1,125,000	$131M	18.2%	$116.67	$10.24	+1039.0%	CL A	69608A108
AYI	ACUITY INC	344,100	$130M	18.0%	$376.66	$116.70	+222.8%	COM	00508Y102
AUR	AURORA INNOVATION INC	10,385,096	$70.83M	9.8%	$6.82	$10.00	-31.8%	CLASS A COM	051774107
AFRM	AFFIRM HLDGS INC	721,382	$58.83M	8.2%	$81.55	$97.16	-16.1%	COM CL A	00827B106
SCHW	SCHWAB CHARLES CORP	380,215	$35.08M	4.9%	$92.27	$20.63	+347.3%	COM	808513105
MA	MASTERCARD INCORPORATED	65,553	$33.67M	4.7%	$513.60	$76.79	+568.9%	CL A	57636Q104
MSFT	MICROSOFT CORP	88,383	$32.97M	4.6%	$373.02	$216.89	+72.0%	COM	594918104
BRK/A	BERKSHIRE HATHAWAY INC DEL	41	$30.7M	4.3%	$748850.00	$165023.42	+353.8%	CL A	084670108
GOOG	ALPHABET INC	85,441	$30.19M	4.2%	$353.33	$114.39	+208.9%	CAP STK CL C	02079K107
GOOGL	ALPHABET INC	83,380	$29.8M	4.1%	$357.37	$106.39	+235.9%	CAP STK CL A	02079K305
IBIT	ISHARES BITCOIN TRUST ETF	670,200	$22.31M	3.1%	$33.29	$52.94	-37.1%	SHS BEN INT	46438F101
YOU	CLEAR SECURE INC	318,965	$17.78M	2.5%	$55.73	$35.76	+55.8%	COM CL A	18467V109
IAC	PEOPLE INC	319,477	$14.75M	2.0%	$46.16 *	$116.04	-64.1%	COM NEW	44891N208
JOBY	JOBY AVIATION INC	1,557,888	$13.9M	1.9%	$8.92	$10.08	-11.5%	COMMON STOCK	G65163100
WDAY	WORKDAY INC	111,992	$13.71M	1.9%	$122.42	$62.77	+95.0%	CL A	98138H101
GEV	GE VERNOVA INC	8,387	$9.854M	1.4%	$1174.86	$415.97	+182.4%	COM	36828A101
KO	COCA COLA CO	99,054	$8.05M	1.1%	$81.27	$47.37	+71.6%	COM	191216100
AMZN	AMAZON COM INC	24,420	$5.82M	0.8%	$238.34	$226.35	+5.3%	COM	023135106
UNH	UNITEDHEALTH GROUP INC	13,633	$5.666M	0.8%	$415.63	$374.94	+10.9%	COM	91324P102
TEM	TEMPUS AI INC	76,621	$4.439M	0.6%	$57.93	$30.66	+88.9%	CL A	88023B103
V	VISA INC	11,668	$4.003M	0.6%	$343.09	$282.83	+21.3%	COM CL A	92826C839
META	META PLATFORMS INC	6,782	$3.82M	0.5%	$563.29	$616.61	-8.6%	CL A	30303M102
TDG	TRANSDIGM GROUP INC	2,764	$3.682M	0.5%	$1332.04	$254.69	+423.0%	COM	893641100
BRK/B	BERKSHIRE HATHAWAY INC DEL	6,906	$3.456M	0.5%	$500.39	$206.92	+141.8%	CL B NEW	084670702
PSKY	PARAMOUNT SKYDANCE CORP	181,047	$1.785M	0.2%	$9.86	$15.22	-35.2%	COM CL B	69932A204
SPCX	SPACE EXPLORATION TECHN CORP	6,620	$1.131M	0.2%	$170.86	$170.68	+0.1%	CLASS A COM STK	84615Q103
ANGI	ANGI INC	167,756	$998K	0.1%	$5.95	$14.45	-58.8%	CL A NEW	00183L201
DIBS	1STDIBS COM INC	176,826	$866K	0.1%	$4.90	$25.73	-81.0%	COM	320551104
RXRX	RECURSION PHARMACEUTICALS IN	217,657	$799K	0.1%	$3.67	$22.19	-83.5%	CL A	75629V104
DNA	GINKGO BIOWORKS HOLDINGS INC	61,951	$614K	0.1%	$9.91	$10.02	-1.1%	CL A NEW	37611X209
BLND	BLEND LABS INC	344,761	$590K	0.1%	$1.71	$16.98	-89.9%	CL A	09352U108
FIG	FIGMA INC	23,214	$420K	0.1%	$18.09	$59.65	-69.7%	CLASS A COM STK	316841105
BKSY	BLACKSKY TECHNOLOGY INC	13,133	$367K	0.1%	$27.92	$36.13	-22.7%	CL A NEW	09263B207