ALLEN OPERATIONS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | AUR | 10.39M | $39.88M |
 | JOBY | 1.56M | $20.56M |
 | PLTR | 1.13M | $199.97M |
 | AFRM | 721K | $53.69M |
 | YOU | 491K | $17.21M |
 | SCHW | 380K | $37.99M |
 | BLND | 345K | $1.05M |
 | AYI | 344K | $123.89M |
 | CPNG | 325K | $7.67M |
 | IAC | 319K | $12.49M |
 | RXRX | 218K | $890.22K |
 | DIBS | 177K | $1.06M |
 | ANGI | 168K | $2.17M |
 | PSKY | 168K | $2.25M |
 | WDAY | 112K | $24.05M |
 | KO | 99K | $6.92M |
 | XOM | 90K | $10.82M |
 | MSFT | 88K | $42.74M |
 | GOOG | 85K | $26.81M |
 | GOOGL | 83K | $26.10M |
Aurora Innovation, Inc.
AUR
Shares Held
10.39M
Value
$39.88M
Joby Aviation, Inc.
JOBY
Shares Held
1.56M
Value
$20.56M
Palantir Technologies Inc.
PLTR
Shares Held
1.13M
Value
$199.97M
Affirm Holdings, Inc.
AFRM
Shares Held
721K
Value
$53.69M
Clear Secure, Inc.
YOU
Shares Held
491K
Value
$17.21M
The Charles Schwab Corporation
SCHW
Shares Held
380K
Value
$37.99M
Blend Labs, Inc.
BLND
Shares Held
345K
Value
$1.05M
Acuity Brands, Inc.
AYI
Shares Held
344K
Value
$123.89M
Coupang, Inc.
CPNG
Shares Held
325K
Value
$7.67M
IAC InterActive Corp.
IAC
Shares Held
319K
Value
$12.49M
Recursion Pharmaceuticals, Inc.
RXRX
Shares Held
218K
Value
$890.22K
1stdibs.Com, Inc.
DIBS
Shares Held
177K
Value
$1.06M
Angi Inc.
ANGI
Shares Held
168K
Value
$2.17M
Paramount Skydance Corporation Class B Common Stock
PSKY
Shares Held
168K
Value
$2.25M
Workday, Inc.
WDAY
Shares Held
112K
Value
$24.05M
The Coca-Cola Company
KO
Shares Held
99K
Value
$6.92M
Exxon Mobil Corporation
XOM
Shares Held
90K
Value
$10.82M
Microsoft Corporation
MSFT
Shares Held
88K
Value
$42.74M
Alphabet Inc.
GOOG
Shares Held
85K
Value
$26.81M
Alphabet Inc.
GOOGL
Shares Held
83K
Value
$26.10M