Filed: 8/7/2025ACC: 0001214659-25-011667
📋 What this filing means
ALLEN OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 34 equity positions with a total reported market value of $727.01M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
34
Positions
$727.01M
Total AUM (reported)
18.58M
Total Shares
Allocation by class
CL A$279.03M38.4%
COM$218.57M30.1%
COM CL A$68.57M9.4%
CLASS A COM$54.42M7.5%
SHS BEN INT$41.02M5.6%
COMMON STOCK$17.00M2.3%
CAP STK CL C$15.16M2.1%
Portfolio Concentration
Top 3$320.66M44.1%
4–10$268.61M36.9%
11–25$128.54M17.7%
Rest$9.20M1.3%
Top 3 weight
44.1%
Top 10 weight
81.1%
Voting Authority Distribution
Total shares with voting rights: 18.58M
Sole
Full voting authority
18.58M
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)
Sole1
Shared0
Other33
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings34
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares1.20M
TypeSH
Market value$163.58M
22.50%
Sole
1.20M
Shared
0.00
None
0.00
ACUITY INC
DFNDShares344.10K
TypeSH
Market value$102.66M
14.12%
Sole
344.10K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares10.39M
TypeSH
Market value$54.42M
7.49%
Sole
10.39M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares721.38K
TypeSH
Market value$49.88M
6.86%
Sole
721.38K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares88.38K
TypeSH
Market value$43.96M
6.05%
Sole
88.38K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares670.20K
TypeSH
Market value$41.02M
5.64%
Sole
670.20K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares440.10K
TypeSH
Market value$40.15M
5.52%
Sole
440.10K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares65.55K
TypeSH
Market value$36.84M
5.07%
Sole
65.55K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares41.00
TypeSH
Market value$29.88M
4.11%
Sole
41.00
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares111.99K
TypeSH
Market value$26.88M
3.70%
Sole
111.99K
Shared
0.00
None
0.00
JOBY AVIATION INC
DFNDShares1.56M
TypeSH
Market value$16.44M
2.26%
Sole
1.56M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.44K
TypeSH
Market value$15.16M
2.08%
Sole
85.44K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares83.38K
TypeSH
Market value$14.69M
2.02%
Sole
83.38K
Shared
0.00
None
0.00
CLEAR SECURE INC
DFNDShares490.62K
TypeSH
Market value$13.62M
1.87%
Sole
490.62K
Shared
0.00
None
0.00
IAC INC
DFNDShares319.48K
TypeSH
Market value$11.93M
1.64%
Sole
319.48K
Shared
0.00
None
0.00
COUPANG INC
DFNDShares325K
TypeSH
Market value$9.74M
1.34%
Sole
325K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares89.90K
TypeSH
Market value$9.69M
1.33%
Sole
89.90K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares99.05K
TypeSH
Market value$7.01M
0.96%
Sole
99.05K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares6.78K
TypeSH
Market value$5.01M
0.69%
Sole
6.78K
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares76.62K
TypeSH
Market value$4.87M
0.67%
Sole
76.62K
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares8.39K
TypeSH
Market value$4.44M
0.61%
Sole
8.39K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares13.63K
TypeSH
Market value$4.25M
0.59%
Sole
13.63K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.76K
TypeSH
Market value$4.20M
0.58%
Sole
2.76K
Shared
0.00
None
0.00
VISA INC
DFNDShares11.67K
TypeSH
Market value$4.14M
0.57%
Sole
11.67K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.91K
TypeSH
Market value$3.35M
0.46%
Sole
6.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.20M | SH | $163.58M 22.50% | 1.20M | 0.00 | 0.00 |
ACUITY INCDFND | COM | 344.10K | SH | $102.66M 14.12% | 344.10K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CLASS A COM | 10.39M | SH | $54.42M 7.49% | 10.39M | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 721.38K | SH | $49.88M 6.86% | 721.38K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 88.38K | SH | $43.96M 6.05% | 88.38K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 670.20K | SH | $41.02M 5.64% | 670.20K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 440.10K | SH | $40.15M 5.52% | 440.10K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 65.55K | SH | $36.84M 5.07% | 65.55K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 41.00 | SH | $29.88M 4.11% | 41.00 | 0.00 | 0.00 |
WORKDAY INCDFND | CL A | 111.99K | SH | $26.88M 3.70% | 111.99K | 0.00 | 0.00 |
JOBY AVIATION INCDFND | COMMON STOCK | 1.56M | SH | $16.44M 2.26% | 1.56M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 85.44K | SH | $15.16M 2.08% | 85.44K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 83.38K | SH | $14.69M 2.02% | 83.38K | 0.00 | 0.00 |
CLEAR SECURE INCDFND | COM CL A | 490.62K | SH | $13.62M 1.87% | 490.62K | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 319.48K | SH | $11.93M 1.64% | 319.48K | 0.00 | 0.00 |
COUPANG INCDFND | CL A | 325K | SH | $9.74M 1.34% | 325K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 89.90K | SH | $9.69M 1.33% | 89.90K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 99.05K | SH | $7.01M 0.96% | 99.05K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 6.78K | SH | $5.01M 0.69% | 6.78K | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 76.62K | SH | $4.87M 0.67% | 76.62K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 8.39K | SH | $4.44M 0.61% | 8.39K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 13.63K | SH | $4.25M 0.59% | 13.63K | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.76K | SH | $4.20M 0.58% | 2.76K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 11.67K | SH | $4.14M 0.57% | 11.67K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.91K | SH | $3.35M 0.46% | 6.91K | 0.00 | 0.00 |
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