Filed: 5/7/2025ACC: 0001214659-25-007067
📋 What this filing means
ALLEN OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 30 equity positions with a total reported market value of $607.95M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
30
Positions
$607.95M
Total AUM (reported)
18.48M
Total Shares
Allocation by class
CL A$209.23M34.4%
COM$181.84M29.9%
CLASS A COM$69.84M11.5%
COM CL A$49.40M8.1%
SHS BEN INT$31.37M5.2%
CAP STK CL C$24.55M4.0%
COM NEW$14.68M2.4%
Portfolio Concentration
Top 3$261.74M43.1%
4–10$226.42M37.2%
11–25$117.45M19.3%
Rest$2.34M0.4%
Top 3 weight
43.1%
Top 10 weight
80.3%
Voting Authority Distribution
Total shares with voting rights: 18.48M
Sole
Full voting authority
18.48M
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
DFNDShares1.20M
TypeSH
Market value$101.28M
16.66%
Sole
1.20M
Shared
0.00
None
0.00
ACUITY INC
DFNDShares344.10K
TypeSH
Market value$90.62M
14.91%
Sole
344.10K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares10.39M
TypeSH
Market value$69.84M
11.49%
Sole
10.39M
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares65.55K
TypeSH
Market value$35.93M
5.91%
Sole
65.55K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares440.10K
TypeSH
Market value$34.45M
5.67%
Sole
440.10K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares88.38K
TypeSH
Market value$33.18M
5.46%
Sole
88.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares41.00
TypeSH
Market value$32.74M
5.38%
Sole
41.00
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares721.38K
TypeSH
Market value$32.60M
5.36%
Sole
721.38K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
DFNDShares670.20K
TypeSH
Market value$31.37M
5.16%
Sole
670.20K
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares111.99K
TypeSH
Market value$26.15M
4.30%
Sole
111.99K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares157.12K
TypeSH
Market value$24.55M
4.04%
Sole
157.12K
Shared
0.00
None
0.00
IAC INC
DFNDShares319.48K
TypeSH
Market value$14.68M
2.41%
Sole
319.48K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares83.38K
TypeSH
Market value$12.89M
2.12%
Sole
83.38K
Shared
0.00
None
0.00
CLEAR SECURE INC
DFNDShares490.62K
TypeSH
Market value$12.71M
2.09%
Sole
490.62K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares89.90K
TypeSH
Market value$10.69M
1.76%
Sole
89.90K
Shared
0.00
None
0.00
JOBY AVIATION INC
DFNDShares1.56M
TypeSH
Market value$9.38M
1.54%
Sole
1.56M
Shared
0.00
None
0.00
COUPANG INC
DFNDShares325K
TypeSH
Market value$7.13M
1.17%
Sole
325K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares99.05K
TypeSH
Market value$7.09M
1.17%
Sole
99.05K
Shared
0.00
None
0.00
VISA INC
DFNDShares11.67K
TypeSH
Market value$4.09M
0.67%
Sole
11.67K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.76K
TypeSH
Market value$3.82M
0.63%
Sole
2.76K
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares76.62K
TypeSH
Market value$3.70M
0.61%
Sole
76.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.91K
TypeSH
Market value$3.68M
0.60%
Sole
6.91K
Shared
0.00
None
0.00
BLEND LABS INC
DFNDShares344.76K
TypeSH
Market value$1.15M
0.19%
Sole
344.76K
Shared
0.00
None
0.00
RECURSION PHARMACEUTICALS IN
DFNDShares217.66K
TypeSH
Market value$1.15M
0.19%
Sole
217.66K
Shared
0.00
None
0.00
VIMEO INC
DFNDShares139.58K
TypeSH
Market value$734.2K
0.12%
Sole
139.58K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.20M | SH | $101.28M 16.66% | 1.20M | 0.00 | 0.00 |
ACUITY INCDFND | COM | 344.10K | SH | $90.62M 14.91% | 344.10K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CLASS A COM | 10.39M | SH | $69.84M 11.49% | 10.39M | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 65.55K | SH | $35.93M 5.91% | 65.55K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 440.10K | SH | $34.45M 5.67% | 440.10K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 88.38K | SH | $33.18M 5.46% | 88.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 41.00 | SH | $32.74M 5.38% | 41.00 | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 721.38K | SH | $32.60M 5.36% | 721.38K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFDFND | SHS BEN INT | 670.20K | SH | $31.37M 5.16% | 670.20K | 0.00 | 0.00 |
WORKDAY INCDFND | CL A | 111.99K | SH | $26.15M 4.30% | 111.99K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 157.12K | SH | $24.55M 4.04% | 157.12K | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 319.48K | SH | $14.68M 2.41% | 319.48K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 83.38K | SH | $12.89M 2.12% | 83.38K | 0.00 | 0.00 |
CLEAR SECURE INCDFND | COM CL A | 490.62K | SH | $12.71M 2.09% | 490.62K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 89.90K | SH | $10.69M 1.76% | 89.90K | 0.00 | 0.00 |
JOBY AVIATION INCDFND | COMMON STOCK | 1.56M | SH | $9.38M 1.54% | 1.56M | 0.00 | 0.00 |
COUPANG INCDFND | CL A | 325K | SH | $7.13M 1.17% | 325K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 99.05K | SH | $7.09M 1.17% | 99.05K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 11.67K | SH | $4.09M 0.67% | 11.67K | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.76K | SH | $3.82M 0.63% | 2.76K | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 76.62K | SH | $3.70M 0.61% | 76.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.91K | SH | $3.68M 0.60% | 6.91K | 0.00 | 0.00 |
BLEND LABS INCDFND | CL A | 344.76K | SH | $1.15M 0.19% | 344.76K | 0.00 | 0.00 |
RECURSION PHARMACEUTICALS INDFND | CL A | 217.66K | SH | $1.15M 0.19% | 217.66K | 0.00 | 0.00 |
VIMEO INCDFND | COMMON STOCK | 139.58K | SH | $734.2K 0.12% | 139.58K | 0.00 | 0.00 |
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