ALLEN OPERATIONS LLC
37 holdingsFiling period: 2026-03-31Current AUM: $755.9Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | 1.13M | $164.6M | $138.4M | 18.31% | -- | 2026-03-31 |
| 2 | AYI | ACUITY INC | 344.1K | $96.4M | $113.0M | 14.95% | -- | 2026-03-31 |
| 3 | AUR | AURORA INNOVATION INC | 10.39M | $42.8M | $67.0M | 8.86% | -- | 2026-03-31 |
| 4 | SCHW | SCHWAB CHARLES CORP | 380.2K | $35.7M | $40.0M | 5.29% | -- | 2026-03-31 |
| 5 | AFRM | AFFIRM HLDGS INC | 721.4K | $33.1M | $51.6M | 6.82% | -- | 2026-03-31 |
| 6 | MA | MASTERCARD INCORPORATED | 65.6K | $32.8M | $37.6M | 4.97% | -- | 2026-03-31 |
| 7 | MSFT | MICROSOFT CORP | 88.4K | $32.7M | $41.1M | 5.43% | -- | 2026-03-31 |
| 8 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 41 | $29.4M | $29.4M | 3.90% | -- | 2026-03-31 |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | 670.2K | $25.7M | $23.9M | 3.16% | -- | 2026-03-31 |
| 10 | GOOG | ALPHABET INC | 85.4K | $24.5M | $30.5M | 4.03% | -- | 2026-03-31 |
| 11 | GOOGL | ALPHABET INC | 83.4K | $24.0M | $29.7M | 3.93% | -- | 2026-03-31 |
| 12 | YOU | CLEAR SECURE INC | 368.0K | $17.8M | $20.3M | 2.69% | -122,655 | 2026-03-31 |
| 13 | XOM | EXXON MOBIL CORP | 89.9K | $15.3M | $14.0M | 1.85% | -- | 2026-03-31 |
| 14 | XOM | EXXON MOBIL CORP | 89.9K | $15.3M | $14.0M | 1.85% | -- | 2026-03-31 |
| 15 | WDAY | WORKDAY INC | 112.0K | $14.6M | $18.0M | 2.38% | -- | 2026-03-31 |
| 16 | — | JOBY AVIATION INC | 1.56M | $12.9M | $12.9M | 1.70% | -- | 2026-03-31 |
| 17 | IAC | IAC INC | 319.5K | $12.8M | $12.8M | 1.69% | -- | 2026-03-31 |
| 18 | KO | COCA COLA CO | 99.1K | $7.5M | $8.7M | 1.15% | -- | 2026-03-31 |
| 19 | GEV | GE VERNOVA INC | 8.4K | $7.3M | $8.3M | 1.10% | -- | 2026-03-31 |
| 20 | CPNG | COUPANG INC | 325.0K | $6.1M | $5.3M | 0.70% | -- | 2026-03-31 |
| 21 | AMZN | AMAZON COM INC | 24.4K | $5.1M | $6.6M | 0.88% | -- | 2026-03-31 |
| 22 | META | META PLATFORMS INC | 6.8K | $3.9M | $3.8M | 0.50% | -- | 2026-03-31 |
| 23 | UNH | UNITEDHEALTH GROUP INC | 13.6K | $3.7M | $5.6M | 0.75% | -- | 2026-03-31 |
| 24 | V | VISA INC | 11.7K | $3.5M | $4.3M | 0.57% | -- | 2026-03-31 |
| 25 | TEM | TEMPUS AI INC | 76.6K | $3.5M | $3.4M | 0.44% | -- | 2026-03-31 |
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