Filed: 11/6/2025ACC: 0001214659-25-015987
📋 What this filing means
ALLEN OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 37 equity positions with a total reported market value of $837.66M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
37
Positions
$837.66M
Total AUM (reported)
18.59M
Total Shares
Allocation by class
CL A$338.90M40.5%
COM$238.53M28.5%
COM CL A$74.42M8.9%
CLASS A COM$55.98M6.7%
SHS BEN INT$43.56M5.2%
COMMON STOCK$26.23M3.1%
CAP STK CL C$20.81M2.5%
Portfolio Concentration
Top 3$393.38M47.0%
4–10$273.53M32.7%
11–25$154.67M18.5%
Rest$16.08M1.9%
Top 3 weight
47.0%
Top 10 weight
79.6%
Voting Authority Distribution
Total shares with voting rights: 18.59M
Sole
Full voting authority
18.59M
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
Other35
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings37
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares1.20M
TypeSH
Market value$218.90M
26.13%
Sole
1.20M
Shared
0.00
None
0.00
ACUITY INC
DFNDShares344.10K
TypeSH
Market value$118.50M
14.15%
Sole
344.10K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares10.39M
TypeSH
Market value$55.98M
6.68%
Sole
10.39M
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares721.38K
TypeSH
Market value$52.72M
6.29%
Sole
721.38K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares88.38K
TypeSH
Market value$45.78M
5.46%
Sole
88.38K
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
DFNDShares670.20K
TypeSH
Market value$43.56M
5.20%
Sole
670.20K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares65.55K
TypeSH
Market value$37.29M
4.45%
Sole
65.55K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares380.21K
TypeSH
Market value$36.30M
4.33%
Sole
380.21K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares41.00
TypeSH
Market value$30.92M
3.69%
Sole
41.00
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares111.99K
TypeSH
Market value$26.96M
3.22%
Sole
111.99K
Shared
0.00
None
0.00
JOBY AVIATION INC
DFNDShares1.56M
TypeSH
Market value$25.14M
3.00%
Sole
1.56M
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares85.44K
TypeSH
Market value$20.81M
2.48%
Sole
85.44K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares83.38K
TypeSH
Market value$20.27M
2.42%
Sole
83.38K
Shared
0.00
None
0.00
CLEAR SECURE INC
DFNDShares490.62K
TypeSH
Market value$16.38M
1.96%
Sole
490.62K
Shared
0.00
None
0.00
IAC INC
DFNDShares319.48K
TypeSH
Market value$10.88M
1.30%
Sole
319.48K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares325K
TypeSH
Market value$10.46M
1.25%
Sole
325K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares89.90K
TypeSH
Market value$10.14M
1.21%
Sole
89.90K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares99.05K
TypeSH
Market value$6.57M
0.78%
Sole
99.05K
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares76.62K
TypeSH
Market value$6.18M
0.74%
Sole
76.62K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares24.42K
TypeSH
Market value$5.36M
0.64%
Sole
24.42K
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares8.39K
TypeSH
Market value$5.16M
0.62%
Sole
8.39K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares6.78K
TypeSH
Market value$4.98M
0.59%
Sole
6.78K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares13.63K
TypeSH
Market value$4.71M
0.56%
Sole
13.63K
Shared
0.00
None
0.00
VISA INC
DFNDShares11.67K
TypeSH
Market value$3.98M
0.48%
Sole
11.67K
Shared
0.00
None
0.00
TRANSDIGM GROUP INC
DFNDShares2.76K
TypeSH
Market value$3.64M
0.43%
Sole
2.76K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.20M | SH | $218.90M 26.13% | 1.20M | 0.00 | 0.00 |
ACUITY INCDFND | COM | 344.10K | SH | $118.50M 14.15% | 344.10K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CLASS A COM | 10.39M | SH | $55.98M 6.68% | 10.39M | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 721.38K | SH | $52.72M 6.29% | 721.38K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 88.38K | SH | $45.78M 5.46% | 88.38K | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFDFND | SHS BEN INT | 670.20K | SH | $43.56M 5.20% | 670.20K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 65.55K | SH | $37.29M 4.45% | 65.55K | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 380.21K | SH | $36.30M 4.33% | 380.21K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 41.00 | SH | $30.92M 3.69% | 41.00 | 0.00 | 0.00 |
WORKDAY INCDFND | CL A | 111.99K | SH | $26.96M 3.22% | 111.99K | 0.00 | 0.00 |
JOBY AVIATION INCDFND | COMMON STOCK | 1.56M | SH | $25.14M 3.00% | 1.56M | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL C | 85.44K | SH | $20.81M 2.48% | 85.44K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 83.38K | SH | $20.27M 2.42% | 83.38K | 0.00 | 0.00 |
CLEAR SECURE INCDFND | COM CL A | 490.62K | SH | $16.38M 1.96% | 490.62K | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 319.48K | SH | $10.88M 1.30% | 319.48K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 325K | SH | $10.46M 1.25% | 325K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 89.90K | SH | $10.14M 1.21% | 89.90K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 99.05K | SH | $6.57M 0.78% | 99.05K | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 76.62K | SH | $6.18M 0.74% | 76.62K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 24.42K | SH | $5.36M 0.64% | 24.42K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 8.39K | SH | $5.16M 0.62% | 8.39K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 6.78K | SH | $4.98M 0.59% | 6.78K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 13.63K | SH | $4.71M 0.56% | 13.63K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 11.67K | SH | $3.98M 0.48% | 11.67K | 0.00 | 0.00 |
TRANSDIGM GROUP INCDFND | COM | 2.76K | SH | $3.64M 0.43% | 2.76K | 0.00 | 0.00 |
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