Universe · entity
ALLEN OPERATIONS LLC
Institutional manager (13F) · CIK 1389544
13F holdings · as of 2026-03-31 · top 35 · reported portfolio $670M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | PALANTIR TECHNOLOGIES INC | $165M | 1,125,000 |
| 2 | ACUITY INC | $96M | 344,100 |
| 3 | AURORA INNOVATION INC | $43M | 10,385,096 |
| 4 | SCHWAB CHARLES CORP | $36M | 380,215 |
| 5 | AFFIRM HLDGS INC | $33M | 721,382 |
| 6 | MASTERCARD INCORPORATED | $33M | 65,553 |
| 7 | MICROSOFT CORP | $33M | 88,383 |
| 8 | BERKSHIRE HATHAWAY INC DEL | $29M | 41 |
| 9 | ISHARES BITCOIN TRUST ETF | $26M | 670,200 |
| 10 | ALPHABET INC | $25M | 85,441 |
| 11 | ALPHABET INC | $24M | 83,380 |
| 12 | CLEAR SECURE INC | $18M | 367,965 |
| 13 | EXXON MOBIL CORP | $15M | 89,900 |
| 14 | WORKDAY INC | $15M | 111,992 |
| 15 | JOBY AVIATION INC | $13M | 1,557,888 |
| 16 | IAC INC | $13M | 319,477 |
| 17 | COCA COLA CO | $8M | 99,054 |
| 18 | GE VERNOVA INC | $7M | 8,387 |
| 19 | COUPANG INC | $6M | 325,000 |
| 20 | AMAZON COM INC | $5M | 24,420 |
| 21 | META PLATFORMS INC | $4M | 6,782 |
| 22 | UNITEDHEALTH GROUP INC | $4M | 13,633 |
| 23 | VISA INC | $4M | 11,668 |
| 24 | TEMPUS AI INC | $3M | 76,621 |
| 25 | BERKSHIRE HATHAWAY INC DEL | $3M | 6,906 |
| 26 | TRANSDIGM GROUP INC | $3M | 2,764 |
| 27 | PARAMOUNT SKYDANCE CORP | $2M | 181,047 |
| 28 | ANGI INC | $1M | 167,756 |
| 29 | SAMSARA INC | $1M | 36,020 |
| 30 | 1STDIBS COM INC | $973k | 176,826 |
| 31 | ASTERA LABS INC | $671k | 6,122 |
| 32 | RECURSION PHARMACEUTICALS IN | $668k | 217,657 |
| 33 | BLEND LABS INC | $586k | 344,761 |
| 34 | FIGMA INC | $414k | 19,596 |
| 35 | GINKGO BIOWORKS HOLDINGS INC | $380k | 61,951 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.