ALLEN OPERATIONS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AUR | 10.39M | $42.79M |
 | JOBY | 1.56M | $12.87M |
 | PLTR | 1.13M | $164.56M |
 | AFRM | 721K | $33.05M |
 | SCHW | 380K | $35.73M |
 | YOU | 368K | $17.81M |
 | BLND | 345K | $586.09K |
 | AYI | 344K | $96.42M |
 | CPNG | 325K | $6.14M |
 | IAC | 319K | $12.79M |
 | RXRX | 218K | $668.21K |
 | PSKY | 181K | $1.63M |
 | DIBS | 177K | $972.54K |
 | ANGI | 168K | $1.15M |
 | WDAY | 112K | $14.55M |
 | KO | 99K | $7.53M |
 | XOM | 90K | $15.25M |
 | MSFT | 88K | $32.72M |
 | GOOG | 85K | $24.51M |
 | GOOGL | 83K | $23.98M |
Aurora Innovation, Inc.
AUR
Shares Held
10.39M
Value
$42.79M
Joby Aviation, Inc.
JOBY
Shares Held
1.56M
Value
$12.87M
Palantir Technologies Inc.
PLTR
Shares Held
1.13M
Value
$164.56M
Affirm Holdings, Inc.
AFRM
Shares Held
721K
Value
$33.05M
The Charles Schwab Corporation
SCHW
Shares Held
380K
Value
$35.73M
Clear Secure, Inc.
YOU
Shares Held
368K
Value
$17.81M
Blend Labs, Inc.
BLND
Shares Held
345K
Value
$586.09K
Acuity Brands, Inc.
AYI
Shares Held
344K
Value
$96.42M
Coupang, Inc.
CPNG
Shares Held
325K
Value
$6.14M
IAC InterActive Corp.
IAC
Shares Held
319K
Value
$12.79M
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
218K
Value
$668.21K
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
181K
Value
$1.63M
1stdibs.Com, Inc.
DIBS
Shares Held
177K
Value
$972.54K
Angi Inc.
ANGI
Shares Held
168K
Value
$1.15M
Workday, Inc.
WDAY
Shares Held
112K
Value
$14.55M
The Coca-Cola Company
KO
Shares Held
99K
Value
$7.53M
Exxon Mobil Corporation
XOM
Shares Held
90K
Value
$15.25M
Microsoft Corporation
MSFT
Shares Held
88K
Value
$32.72M
Alphabet Inc.
GOOG
Shares Held
85K
Value
$24.51M
Alphabet Inc.
GOOGL
Shares Held
83K
Value
$23.98M