Filed: 5/7/2026ACC: 0001214659-26-005741
📋 What this filing means
ALLEN OPERATIONS LLC filed this quarterly 13F‑HR report disclosing 35 equity positions with a total reported market value of $669.75M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
35
Positions
$669.75M
Total AUM (reported)
18.18M
Total Shares
Allocation by class
CL A$256.05M38.2%
COM$208.60M31.1%
COM CL A$55.53M8.3%
CLASS A COM$42.79M6.4%
SHS BEN INT$25.75M3.8%
CAP STK CL C$24.51M3.7%
CAP STK CL A$23.98M3.6%
Portfolio Concentration
Top 3$303.78M45.4%
4–10$213.96M31.9%
11–25$141.20M21.1%
Rest$10.82M1.6%
Top 3 weight
45.4%
Top 10 weight
77.3%
Voting Authority Distribution
Total shares with voting rights: 18.18M
Sole
Full voting authority
18.18M
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
Other33
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings35
Rows:
PALANTIR TECHNOLOGIES INC
DFNDShares1.13M
TypeSH
Market value$164.56M
24.57%
Sole
1.13M
Shared
0.00
None
0.00
ACUITY INC
DFNDShares344.10K
TypeSH
Market value$96.42M
14.40%
Sole
344.10K
Shared
0.00
None
0.00
AURORA INNOVATION INC
DFNDShares10.39M
TypeSH
Market value$42.79M
6.39%
Sole
10.39M
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
DFNDShares380.21K
TypeSH
Market value$35.73M
5.34%
Sole
380.21K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
DFNDShares721.38K
TypeSH
Market value$33.05M
4.94%
Sole
721.38K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
DFNDShares65.55K
TypeSH
Market value$32.75M
4.89%
Sole
65.55K
Shared
0.00
None
0.00
MICROSOFT CORP
DFNDShares88.38K
TypeSH
Market value$32.72M
4.88%
Sole
88.38K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares41.00
TypeSH
Market value$29.44M
4.40%
Sole
41.00
Shared
0.00
None
0.00
ISHARES BITCOIN TRUST ETF
SOLEShares670.20K
TypeSH
Market value$25.75M
3.84%
Sole
670.20K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares85.44K
TypeSH
Market value$24.51M
3.66%
Sole
85.44K
Shared
0.00
None
0.00
ALPHABET INC
DFNDShares83.38K
TypeSH
Market value$23.98M
3.58%
Sole
83.38K
Shared
0.00
None
0.00
CLEAR SECURE INC
DFNDShares367.96K
TypeSH
Market value$17.81M
2.66%
Sole
367.96K
Shared
0.00
None
0.00
EXXON MOBIL CORP
DFNDShares89.90K
TypeSH
Market value$15.25M
2.28%
Sole
89.90K
Shared
0.00
None
0.00
WORKDAY INC
DFNDShares111.99K
TypeSH
Market value$14.55M
2.17%
Sole
111.99K
Shared
0.00
None
0.00
JOBY AVIATION INC
DFNDShares1.56M
TypeSH
Market value$12.87M
1.92%
Sole
1.56M
Shared
0.00
None
0.00
IAC INC
DFNDShares319.48K
TypeSH
Market value$12.79M
1.91%
Sole
319.48K
Shared
0.00
None
0.00
COCA COLA CO
DFNDShares99.05K
TypeSH
Market value$7.53M
1.12%
Sole
99.05K
Shared
0.00
None
0.00
GE VERNOVA INC
DFNDShares8.39K
TypeSH
Market value$7.32M
1.09%
Sole
8.39K
Shared
0.00
None
0.00
COUPANG INC
DFNDShares325K
TypeSH
Market value$6.14M
0.92%
Sole
325K
Shared
0.00
None
0.00
AMAZON COM INC
DFNDShares24.42K
TypeSH
Market value$5.09M
0.76%
Sole
24.42K
Shared
0.00
None
0.00
META PLATFORMS INC
DFNDShares6.78K
TypeSH
Market value$3.88M
0.58%
Sole
6.78K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
DFNDShares13.63K
TypeSH
Market value$3.69M
0.55%
Sole
13.63K
Shared
0.00
None
0.00
VISA INC
DFNDShares11.67K
TypeSH
Market value$3.53M
0.53%
Sole
11.67K
Shared
0.00
None
0.00
TEMPUS AI INC
DFNDShares76.62K
TypeSH
Market value$3.46M
0.52%
Sole
76.62K
Shared
0.00
None
0.00
BERKSHIRE HATHAWAY INC DEL
DFNDShares6.91K
TypeSH
Market value$3.31M
0.49%
Sole
6.91K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
PALANTIR TECHNOLOGIES INCDFND | CL A | 1.13M | SH | $164.56M 24.57% | 1.13M | 0.00 | 0.00 |
ACUITY INCDFND | COM | 344.10K | SH | $96.42M 14.40% | 344.10K | 0.00 | 0.00 |
AURORA INNOVATION INCDFND | CLASS A COM | 10.39M | SH | $42.79M 6.39% | 10.39M | 0.00 | 0.00 |
SCHWAB CHARLES CORPDFND | COM | 380.21K | SH | $35.73M 5.34% | 380.21K | 0.00 | 0.00 |
AFFIRM HLDGS INCDFND | COM CL A | 721.38K | SH | $33.05M 4.94% | 721.38K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDDFND | CL A | 65.55K | SH | $32.75M 4.89% | 65.55K | 0.00 | 0.00 |
MICROSOFT CORPDFND | COM | 88.38K | SH | $32.72M 4.88% | 88.38K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL A | 41.00 | SH | $29.44M 4.40% | 41.00 | 0.00 | 0.00 |
ISHARES BITCOIN TRUST ETFSOLE | SHS BEN INT | 670.20K | SH | $25.75M 3.84% | 670.20K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 85.44K | SH | $24.51M 3.66% | 85.44K | 0.00 | 0.00 |
ALPHABET INCDFND | CAP STK CL A | 83.38K | SH | $23.98M 3.58% | 83.38K | 0.00 | 0.00 |
CLEAR SECURE INCDFND | COM CL A | 367.96K | SH | $17.81M 2.66% | 367.96K | 0.00 | 0.00 |
EXXON MOBIL CORPDFND | COM | 89.90K | SH | $15.25M 2.28% | 89.90K | 0.00 | 0.00 |
WORKDAY INCDFND | CL A | 111.99K | SH | $14.55M 2.17% | 111.99K | 0.00 | 0.00 |
JOBY AVIATION INCDFND | COMMON STOCK | 1.56M | SH | $12.87M 1.92% | 1.56M | 0.00 | 0.00 |
IAC INCDFND | COM NEW | 319.48K | SH | $12.79M 1.91% | 319.48K | 0.00 | 0.00 |
COCA COLA CODFND | COM | 99.05K | SH | $7.53M 1.12% | 99.05K | 0.00 | 0.00 |
GE VERNOVA INCDFND | COM | 8.39K | SH | $7.32M 1.09% | 8.39K | 0.00 | 0.00 |
COUPANG INCDFND | CL A | 325K | SH | $6.14M 0.92% | 325K | 0.00 | 0.00 |
AMAZON COM INCDFND | COM | 24.42K | SH | $5.09M 0.76% | 24.42K | 0.00 | 0.00 |
META PLATFORMS INCDFND | CL A | 6.78K | SH | $3.88M 0.58% | 6.78K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCDFND | COM | 13.63K | SH | $3.69M 0.55% | 13.63K | 0.00 | 0.00 |
VISA INCDFND | COM CL A | 11.67K | SH | $3.53M 0.53% | 11.67K | 0.00 | 0.00 |
TEMPUS AI INCDFND | CL A | 76.62K | SH | $3.46M 0.52% | 76.62K | 0.00 | 0.00 |
BERKSHIRE HATHAWAY INC DELDFND | CL B NEW | 6.91K | SH | $3.31M 0.49% | 6.91K | 0.00 | 0.00 |
Page 1 of 2