Filed: 2/10/2025ACC: 0001214659-25-002273
📋 What this filing means
ALLEN OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $630.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$630.66M
Total AUM (reported)
18.46M
Total Shares
Allocation by class
CL A$215.26M34.1%
COM$211.62M33.6%
CLASS A COM$65.43M10.4%
COM CL A$60.69M9.6%
CAP STK CL C$29.92M4.7%
CAP STK CL A$15.78M2.5%
COMMON STOCK$14.44M2.3%
Portfolio Concentration
Top 3$276.11M43.8%
4–10$235.01M37.3%
11–25$116.21M18.4%
Rest$3.32M0.5%
Top 3 weight
43.8%
Top 10 weight
81.0%
Voting Authority Distribution
Total shares with voting rights: 18.46M
Sole
Full voting authority
18.46M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole2
Shared0
Other28
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings30
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares1.46M
TypeSH
Market value$110.16M
17.47%
Sole
1.46M
Shared
0.00
None
0.00
ACUITY BRANDS INC
DFNDShares344.10K
TypeSH
Market value$100.52M
15.94%
Sole
344.10K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares10.39M
TypeSH
Market value$65.43M
10.37%
Sole
10.39M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares721.38K
TypeSH
Market value$43.93M
6.97%
Sole
721.38K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares88.38K
TypeSH
Market value$37.25M
5.91%
Sole
88.38K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares65.55K
TypeSH
Market value$34.52M
5.47%
Sole
65.55K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares440.10K
TypeSH
Market value$32.57M
5.16%
Sole
440.10K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares143.36K
TypeSH
Market value$29.92M
4.74%
Sole
143.36K
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares111.99K
TypeSH
Market value$28.90M
4.58%
Sole
111.99K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares41.00
TypeSH
Market value$27.92M
4.43%
Sole
41.00
Shared
0.00
None
0.00
KROGER CO
DFNDShares311.49K
TypeSH
Market value$19.05M
3.02%
Sole
311.49K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares83.38K
TypeSH
Market value$15.78M
2.50%
Sole
83.38K
Shared
0.00
None
0.00
IAC INC
DFNDShares319.48K
TypeSH
Market value$13.78M
2.19%
Sole
319.48K
Shared
0.00
None
0.00
CLEAR SECURE INC
DFNDShares490.62K
TypeSH
Market value$13.07M
2.07%
Sole
490.62K
Shared
0.00
None
0.00
JOBY AVIATION INC
DFNDShares1.56M
TypeSH
Market value$12.67M
2.01%
Sole
1.56M
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares89.90K
TypeSH
Market value$9.67M
1.53%
Sole
89.90K
Shared
0.00
None
0.00
COUPANG INC
DFNDShares325K
TypeSH
Market value$7.14M
1.13%
Sole
325K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares164.91K
TypeSH
Market value$6.17M
0.98%
Sole
164.91K
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares109.46K
TypeSH
Market value$3.70M
0.59%
Sole
109.46K
Shared
0.00
None
0.00
VISA INC
DFNDShares11.67K
TypeSH
Market value$3.69M
0.58%
Sole
11.67K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.76K
TypeSH
Market value$3.50M
0.56%
Sole
2.76K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.91K
TypeSH
Market value$3.13M
0.50%
Sole
6.91K
Shared
0.00
None
0.00
VIMEO INC
DFNDShares139.58K
TypeSH
Market value$1.77M
0.28%
Sole
139.58K
Shared
0.00
None
0.00
ASTERA LABS INC
SOLEShares12.24K
TypeSH
Market value$1.62M
0.26%
Sole
12.24K
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
DFNDShares217.66K
TypeSH
Market value$1.47M
0.23%
Sole
217.66K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.46M | SH | $110.16M 17.47% | 1.46M | 0.00 | 0.00 |
ACUITY BRANDS INCDFND | COM | 344.10K | SH | $100.52M 15.94% | 344.10K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CLASS A COM | 10.39M | SH | $65.43M 10.37% | 10.39M | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 721.38K | SH | $43.93M 6.97% | 721.38K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 88.38K | SH | $37.25M 5.91% | 88.38K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 65.55K | SH | $34.52M 5.47% | 65.55K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 440.10K | SH | $32.57M 5.16% | 440.10K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 143.36K | SH | $29.92M 4.74% | 143.36K | 0.00 | 0.00 |
WORKDAY INCDFND | CL A | 111.99K | SH | $28.90M 4.58% | 111.99K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 41.00 | SH | $27.92M 4.43% | 41.00 | 0.00 | 0.00 |
KROGER CODFND | COM | 311.49K | SH | $19.05M 3.02% | 311.49K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 83.38K | SH | $15.78M 2.50% | 83.38K | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 319.48K | SH | $13.78M 2.19% | 319.48K | 0.00 | 0.00 |
CLEAR SECURE INCDFND | COM CL A | 490.62K | SH | $13.07M 2.07% | 490.62K | 0.00 | 0.00 |
JOBY AVIATION INCDFND | COMMON STOCK | 1.56M | SH | $12.67M 2.01% | 1.56M | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 89.90K | SH | $9.67M 1.53% | 89.90K | 0.00 | 0.00 |
COUPANG INCDFND | CL A | 325K | SH | $7.14M 1.13% | 325K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 164.91K | SH | $6.17M 0.98% | 164.91K | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 109.46K | SH | $3.70M 0.59% | 109.46K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 11.67K | SH | $3.69M 0.58% | 11.67K | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.76K | SH | $3.50M 0.56% | 2.76K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.91K | SH | $3.13M 0.50% | 6.91K | 0.00 | 0.00 |
VIMEO INCDFND | COMMON STOCK | 139.58K | SH | $1.77M 0.28% | 139.58K | 0.00 | 0.00 |
ASTERA LABS INCSOLE | COM | 12.24K | SH | $1.62M 0.26% | 12.24K | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INDFND | CL A | 217.66K | SH | $1.47M 0.23% | 217.66K | 0.00 | 0.00 |
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