ALLEN OPERATIONS LLC
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| EXXON MOBIL CORP | 89,900 | 89,900 | 0 | 10,818,566 | 15,252,434 | 2.28% | +4,433,868 |
| AURORA INNOVATION INC | 10,385,096 | 10,385,096 | 0 | 39,878,769 | 42,786,596 | 6.39% | +2,907,827 |
| GE VERNOVA INC(GEV) | 8,387 | 8,387 | 0 | 5,481,492 | 7,321,012 | 1.09% | +1,839,520 |
| COCA COLA CO(KO) | 99,054 | 99,054 | 0 | 6,924,865 | 7,533,057 | 1.12% | +608,192 |
| CLEAR SECURE INC(YOU) | 490,620 | 367,965 | -122,655 | 17,210,950 | 17,813,186 | 2.66% | +602,236 |
| IAC INC(PPLI) | 319,477 | 319,477 | 0 | 12,491,550 | 12,788,665 | 1.91% | +297,115 |
| 1STDIBS COM INC | 176,826 | 176,826 | 0 | 1,059,188 | 972,543 | 0.15% | -86,645 |
| GINKGO BIOWORKS HOLDINGS INC | 61,951 | 61,951 | 0 | 514,812 | 379,760 | 0.06% | -135,052 |
| SAMSARA INC(IOT) | 66,020 | 36,020 | -30,000 | 1,276,909 | 1,141,474 | 0.17% | -135,435 |
| BERKSHIRE HATHAWAY INC DEL | 6,906 | 6,906 | 0 | 3,471,301 | 3,309,355 | 0.49% | -161,946 |
| RECURSION PHARMACEUTICALS IN(RXRX) | 217,657 | 217,657 | 0 | 890,217 | 668,207 | 0.10% | -222,010 |
| FIGMA INC(FIG) | 18,783 | 19,596 | +813 | 701,921 | 414,259 | 0.06% | -287,662 |
| ASTERA LABS INC(ALAB) | 6,122 | 6,122 | 0 | 1,018,456 | 670,971 | 0.10% | -347,485 |
| BLEND LABS INC | 344,761 | 344,761 | 0 | 1,048,073 | 586,094 | 0.09% | -461,979 |
| TRANSDIGM GROUP INC(TDG) | 2,764 | 2,764 | 0 | 3,675,705 | 3,203,365 | 0.48% | -472,340 |
| AMAZON COM INC(AMZN) | 24,420 | 24,420 | 0 | 5,636,624 | 5,085,953 | 0.76% | -550,671 |
| VISA INC(V) | 11,668 | 11,668 | 0 | 4,092,084 | 3,526,536 | 0.53% | -565,548 |
| META PLATFORMS INC(META) | 6,782 | 6,782 | 0 | 4,476,730 | 3,880,186 | 0.58% | -596,544 |
| PARAMOUNT SKYDANCE CORP(PSKY) | 167,743 | 181,047 | +13,304 | 2,247,756 | 1,633,044 | 0.24% | -614,712 |
| UNITEDHEALTH GROUP INC(UNH) | 13,633 | 13,633 | 0 | 4,500,390 | 3,688,953 | 0.55% | -811,437 |
| ANGI INC | 167,756 | 167,756 | 0 | 2,169,085 | 1,149,129 | 0.17% | -1,019,956 |
| TEMPUS AI INC(TEM) | 76,621 | 76,621 | 0 | 4,524,470 | 3,464,802 | 0.52% | -1,059,668 |
| BERKSHIRE HATHAWAY INC DEL | 41 | 41 | 0 | 30,946,800 | 29,443,740 | 4.40% | -1,503,060 |
| COUPANG INC(CPNG) | 325,000 | 325,000 | 0 | 7,666,750 | 6,136,000 | 0.92% | -1,530,750 |
| ALPHABET INC(GOOG) | 83,380 | 83,380 | 0 | 26,097,940 | 23,976,753 | 3.58% | -2,121,187 |
| SCHWAB CHARLES CORP(SCHW) | 380,215 | 380,215 | 0 | 37,987,281 | 35,732,606 | 5.34% | -2,254,675 |
| ALPHABET INC(GOOG) | 85,441 | 85,441 | 0 | 26,811,386 | 24,509,605 | 3.66% | -2,301,781 |
| MASTERCARD INCORPORATED(MA) | 65,553 | 65,553 | 0 | 37,422,897 | 32,754,212 | 4.89% | -4,668,685 |
| ISHARES BITCOIN TRUST ETF(IBIT) | 670,200 | 670,200 | 0 | 33,275,430 | 25,749,084 | 3.84% | -7,526,346 |
| JOBY AVIATION INC(JOBY) | 1,557,888 | 1,557,888 | 0 | 20,564,122 | 12,868,155 | 1.92% | -7,695,967 |
| WORKDAY INC(WDAY) | 111,992 | 111,992 | 0 | 24,053,642 | 14,550,001 | 2.17% | -9,503,641 |
| MICROSOFT CORP(MSFT) | 88,383 | 88,383 | 0 | 42,743,786 | 32,716,735 | 4.88% | -10,027,051 |
| AFFIRM HLDGS INC(AFRM) | 721,382 | 721,382 | 0 | 53,692,462 | 33,053,723 | 4.94% | -20,638,739 |
| ACUITY INC(AYI) | 344,100 | 344,100 | 0 | 123,889,764 | 96,423,702 | 14.40% | -27,466,062 |
| PALANTIR TECHNOLOGIES INC(PLTR) | 1,125,000 | 1,125,000 | 0 | 199,968,750 | 164,565,000 | 24.57% | -35,403,750 |