Stock Taper 
ALLEN OPERATIONS LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Aurora Innovation, Inc. | AUR | 10.39M | $70.83M |
 Joby Aviation, Inc. | JOBY | 1.56M | $13.9M |
 Palantir Technologies Inc. | PLTR | 1.13M | $131.25M |
 Affirm Holdings, Inc. | AFRM | 721.38K | $58.83M |
 The Charles Schwab Corporation | SCHW | 380.21K | $35.08M |
 Blend Labs, Inc. | BLND | 344.76K | $589.54K |
 Acuity Brands, Inc. | AYI | 344.1K | $129.61M |
| PE PEOPLE INC | IAC | 319.48K | $14.75M |
 Clear Secure, Inc. | YOU | 318.96K | $17.78M |
 Recursion Pharmaceuticals, Inc. | RXRX | 217.66K | $798.8K |
 Paramount Skydance Corporation Class B Common Stock | PSKY | 181.05K | $1.79M |
 Angi Inc. | ANGI | 167.76K | $998.15K |
 Workday, Inc. | WDAY | 111.99K | $13.71M |
 The Coca-Cola Company | KO | 99.05K | $8.05M |
 Microsoft Corporation | MSFT | 88.38K | $32.97M |
 Alphabet Inc. | GOOG | 85.44K | $30.19M |
 Alphabet Inc. | GOOGL | 83.38K | $29.8M |
 Tempus AI, Inc. | TEM | 76.62K | $4.44M |
 Mastercard Incorporated | MA | 65.55K | $33.67M |
 Ginkgo Bioworks Holdings, Inc. | DNA | 61.95K | $613.93K |