Investor
ALLEN OPERATIONS LLC
CIK 0001389544 · filed 2026-05-07 · SEC filing
13F book
$669.7M
Positions
35
Largest name
24.6%
Palantir Technologies Inc. · PLTR
Est. mark
−$124.7M
Price effect on 35 names still held. Flow −$4.75M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Palantir Technologies Inc. | PLTR | 1.13M | $164.6M | 24.6% | −$35.4M | Held |
| Acuity Inc | — | 344.1K | $96.4M | 14.4% | −$27.5M | Held |
| Aurora Innovation Inc | — | 10.4M | $42.8M | 6.4% | $2.91M | Held |
| Schwab Charles Corp | — | 380.2K | $35.7M | 5.3% | −$2.25M | Held |
| Affirm Hldgs Inc | — | 721.4K | $33.1M | 4.9% | −$20.6M | Held |
| Mastercard Inc | MA | 65.6K | $32.8M | 4.9% | −$4.67M | Held |
| Microsoft Corp | MSFT | 88.4K | $32.7M | 4.9% | −$10M | Held |
| Berkshire Hathaway Inc Del | — | 41 | $29.4M | 4.4% | −$1.5M | Held |
| Ishares Bitcoin Trust Etf | IBIT | 670.2K | $25.7M | 3.8% | −$7.53M | Held |
| Alphabet Inc | — | 85.4K | $24.5M | 3.7% | −$2.3M | Held |
| Alphabet Inc | — | 83.4K | $24M | 3.6% | −$2.12M | Held |
| Clear Secure, Inc. | YOU | 368K | $17.8M | 2.7% | $4.9M | Cut$602.2K |
| Exxon Mobil Corp | — | 89.9K | $15.3M | 2.3% | $4.43M | Held |
| Workday, Inc. | WDAY | 112K | $14.6M | 2.2% | −$9.5M | Held |
| Joby Aviation Inc | — | 1.56M | $12.9M | 1.9% | −$7.7M | Held |
| Iac Inc | PPLI | 319.5K | $12.8M | 1.9% | $297.1K | Held |
| Coca Cola Co | KO | 99.1K | $7.53M | 1.1% | $608.2K | Held |
| GE Vernova Inc. | GEV | 8.39K | $7.32M | 1.1% | $1.84M | Held |
| Coupang, Inc. | CPNG | 325K | $6.14M | 0.9% | −$1.53M | Held |
| Amazon Com Inc | AMZN | 24.4K | $5.09M | 0.8% | −$550.7K | Held |
| Meta Platforms, Inc. | META | 6.78K | $3.88M | 0.6% | −$596.5K | Held |
| Unitedhealth Group Inc | UNH | 13.6K | $3.69M | 0.6% | −$811.4K | Held |
| Visa Inc. | V | 11.7K | $3.53M | 0.5% | −$565.5K | Held |
| Tempus AI, Inc. | TEM | 76.6K | $3.46M | 0.5% | −$1.06M | Held |
| Berkshire Hathaway Inc Del | — | 6.91K | $3.31M | 0.5% | −$161.9K | Held |
| Transdigm Group Inc | TDG | 2.76K | $3.2M | 0.5% | −$472.3K | Held |
| Paramount Skydance Corp | PSKY | 181K | $1.63M | 0.2% | −$734.7K | Added−$614.7K |
| Angi Inc. | ANGI | 167.8K | $1.15M | 0.2% | −$1.02M | Held |
| Samsara Inc. | IOT | 36K | $1.14M | 0.2% | $444.8K | Cut−$135.4K |
| 1stdibs.com, Inc. | DIBS | 176.8K | $972.5K | 0.1% | −$86.6K | Held |
| Astera Labs, Inc. | ALAB | 6.12K | $671K | 0.1% | −$347.5K | Held |
| Recursion Pharmaceuticals In | — | 217.7K | $668.2K | 0.1% | −$222K | Held |
| Blend Labs, Inc. | BLND | 344.8K | $586.1K | 0.1% | −$462K | Held |
| Figma, Inc. | FIG | 19.6K | $414.3K | 0.1% | −$304.8K | Added−$287.7K |
| Ginkgo Bioworks Holdings Inc | — | 62K | $379.8K | 0.1% | −$135.1K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.