Allen Operations LLC

All holdings · as of Mar 31, 2026

Company	Class	Value	Shares	% of portfolio
Palantir Technologies Inc	—	$164.56M	1,125,000	24.6%
Acuity Inc	—	$96.42M	344,100	14.4%
Aurora Innovation, Inc.	—	$42.79M	10,385,096	6.4%
SCHWAB CHARLES CORP	—	$35.73M	380,215	5.3%
AFFIRM HOLDINGS INC CLASS A	—	$33.05M	721,382	4.9%
Mastercard Inc	—	$32.75M	65,553	4.9%
MICROSOFT CORP	—	$32.72M	88,383	4.9%
BERKSHIRE HATHAWAY INC DEL	—	$29.44M	41	4.4%
ISHARES BITCOIN TRUST ETF	—	$25.75M	670,200	3.8%
Alphabet Inc.	—	$24.51M	85,441	3.7%
Alphabet Inc.	—	$23.98M	83,380	3.6%
Clear Secure, Inc.	—	$17.81M	367,965	2.7%
EXXON MOBIL CORP	—	$15.25M	89,900	2.3%
Workday Inc	—	$14.55M	111,992	2.2%
Joby Aviation, Inc.	—	$12.87M	1,557,888	1.9%
People Inc	—	$12.79M	319,477	1.9%
COCA COLA CO	—	$7.53M	99,054	1.1%
GE Vernova Inc.	—	$7.32M	8,387	1.1%
Coupang, Inc.	—	$6.14M	325,000	0.9%
Amazon.com Inc	—	$5.09M	24,420	0.8%
Meta Platforms Inc	—	$3.88M	6,782	0.6%
UNITEDHEALTH GROUP INC	—	$3.69M	13,633	0.6%
Visa Inc	—	$3.53M	11,668	0.5%
Tempus AI, Inc.	—	$3.46M	76,621	0.5%
Warren E. Buffett	—	$3.31M	6,906	0.5%
TransDigm Group Inc.	—	$3.20M	2,764	0.5%
Paramount Skydance CorpPSKY	Common Stock	$1.63M	181,047	0.2%
Angi Inc.	—	$1.15M	167,756	0.2%
Samsara Inc.	—	$1.14M	36,020	0.2%
1stdibs.com, Inc.	—	$972.5K	176,826	0.1%
Astera Labs, Inc.	—	$671.0K	6,122	0.1%
RECURSION PHARMACEUTICALS, INC.	—	$668.2K	217,657	0.1%
Blend Labs, Inc.	—	$586.1K	344,761	0.1%
Figma, Inc.FIG	Common Stock	$414.3K	19,596	0.1%
Ginkgo Bioworks Holdings, Inc.	—	$379.8K	61,951	0.1%