ALLEN OPERATIONS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXXON MOBIL CORP(XOM) | 0 | 89,900 | +89,900 | 0 | 15,252,434 | 2.28% | +15,252,434 |
| AURORA INNOVATION INC | 0 | 10,385,096 | +10,385,096 | 0 | 42,786,596 | 6.39% | +42,786,596 |
| GE VERNOVA INC(GEV) | 0 | 8,387 | +8,387 | 0 | 7,321,012 | 1.09% | +7,321,012 |
| COCA COLA CO(KO) | 0 | 99,054 | +99,054 | 0 | 7,533,057 | 1.12% | +7,533,057 |
| CLEAR SECURE INC(YOU) | 0 | 367,965 | +367,965 | 0 | 17,813,186 | 2.66% | +17,813,186 |
| IAC INC(IAC) | 0 | 319,477 | +319,477 | 0 | 12,788,665 | 1.91% | +12,788,665 |
| 1STDIBS COM INC | 0 | 176,826 | +176,826 | 0 | 972,543 | 0.15% | +972,543 |
| GINKGO BIOWORKS HOLDINGS INC | 0 | 61,951 | +61,951 | 0 | 379,760 | 0.06% | +379,760 |
| SAMSARA INC(IOT) | 0 | 36,020 | +36,020 | 0 | 1,141,474 | 0.17% | +1,141,474 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 6,906 | +6,906 | 0 | 3,309,355 | 0.49% | +3,309,355 |
| RECURSION PHARMACEUTICALS IN(RXRX) | 0 | 217,657 | +217,657 | 0 | 668,207 | 0.10% | +668,207 |
| FIGMA INC(FIG) | 0 | 19,596 | +19,596 | 0 | 414,259 | 0.06% | +414,259 |
| ASTERA LABS INC(ALAB) | 0 | 6,122 | +6,122 | 0 | 670,971 | 0.10% | +670,971 |
| BLEND LABS INC | 0 | 344,761 | +344,761 | 0 | 586,094 | 0.09% | +586,094 |
| TRANSDIGM GROUP INC(TDG) | 0 | 2,764 | +2,764 | 0 | 3,203,365 | 0.48% | +3,203,365 |
| AMAZON COM INC(AMZN) | 0 | 24,420 | +24,420 | 0 | 5,085,953 | 0.76% | +5,085,953 |
| VISA INC(V) | 0 | 11,668 | +11,668 | 0 | 3,526,536 | 0.53% | +3,526,536 |
| META PLATFORMS INC(META) | 0 | 6,782 | +6,782 | 0 | 3,880,186 | 0.58% | +3,880,186 |
| PARAMOUNT SKYDANCE CORP(PSKY) | 0 | 181,047 | +181,047 | 0 | 1,633,044 | 0.24% | +1,633,044 |
| UNITEDHEALTH GROUP INC(UNH) | 0 | 13,633 | +13,633 | 0 | 3,688,953 | 0.55% | +3,688,953 |
| ANGI INC | 0 | 167,756 | +167,756 | 0 | 1,149,129 | 0.17% | +1,149,129 |
| TEMPUS AI INC(TEM) | 0 | 76,621 | +76,621 | 0 | 3,464,802 | 0.52% | +3,464,802 |
| BERKSHIRE HATHAWAY INC DEL | 0 | 41 | +41 | 0 | 29,443,740 | 4.40% | +29,443,740 |
| COUPANG INC(CPNG) | 0 | 325,000 | +325,000 | 0 | 6,136,000 | 0.92% | +6,136,000 |
| ALPHABET INC(GOOG) | 0 | 83,380 | +83,380 | 0 | 23,976,753 | 3.58% | +23,976,753 |
| SCHWAB CHARLES CORP(SCHW) | 0 | 380,215 | +380,215 | 0 | 35,732,606 | 5.34% | +35,732,606 |
| ALPHABET INC(GOOG) | 0 | 85,441 | +85,441 | 0 | 24,509,605 | 3.66% | +24,509,605 |
| MASTERCARD INCORPORATED(MA) | 0 | 65,553 | +65,553 | 0 | 32,754,212 | 4.89% | +32,754,212 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 0 | 670,200 | +670,200 | 0 | 25,749,084 | 3.84% | +25,749,084 |
| JOBY AVIATION INC(JOBY) | 0 | 1,557,888 | +1,557,888 | 0 | 12,868,155 | 1.92% | +12,868,155 |
| WORKDAY INC(WDAY) | 0 | 111,992 | +111,992 | 0 | 14,550,001 | 2.17% | +14,550,001 |
| MICROSOFT CORP(MSFT) | 0 | 88,383 | +88,383 | 0 | 32,716,735 | 4.88% | +32,716,735 |
| AFFIRM HLDGS INC(AFRM) | 0 | 721,382 | +721,382 | 0 | 33,053,723 | 4.94% | +33,053,723 |
| ACUITY INC(AYI) | 0 | 344,100 | +344,100 | 0 | 96,423,702 | 14.40% | +96,423,702 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 0 | 1,125,000 | +1,125,000 | 0 | 164,565,000 | 24.57% | +164,565,000 |