The Analysis of ALLEN OPERATIONS LLC's Holdings


Currently, ALLEN OPERATIONS LLC holds 37 types of securities in its portfolio with a total value $837.7M. In the most recent quarter, they have increased their positions in AMZN (+24.4K shares, valued at $5.4M), FIG (+18.8K shares, valued at $974.3K), RBRK (+10.7K shares, valued at $879.6K); decreased their positions in SCHW (-59.9K shares, valued at $5.7M), ALAB (-6.1K shares, valued at $1.2M); initiated new positions in AMZN (+24.4K shares, valued at $5.4M), FIG (+18.8K shares, valued at $974.3K), RBRK (+10.7K shares, valued at $879.6K).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
PLTR PALANTIR TECHNOLOGIES INC1.2M shares0.00%2025-09-302025-11-06history
AYI ACUITY INC344.1K shares0.00%2025-09-302025-11-06history
AUR AURORA INNOVATION INC10.4M shares0.00%2025-09-302025-11-06history
AFRM AFFIRM HLDGS INC721.4K shares0.00%2025-09-302025-11-06history
MSFT MICROSOFT CORP88.4K shares0.00%2025-09-302025-11-06history
IBIT ISHARES BITCOIN TRUST ETF670.2K shares0.00%2025-09-302025-11-06history
MA MASTERCARD INCORPORATED65.6K shares0.00%2025-09-302025-11-06history
SCHW SCHWAB CHARLES CORP380.2K shares-13.61%2025-09-302025-11-06history
Sponsored
BRK.A BERKSHIRE HATHAWAY INC DEL41 shares0.00%2025-09-302025-11-06history
WDAY WORKDAY INC112.0K shares0.00%2025-09-302025-11-06history
JOBY JOBY AVIATION INC1.6M shares0.00%2025-09-302025-11-06history
GOOG ALPHABET INC85.4K shares0.00%2025-09-302025-11-06history
GOOGL ALPHABET INC83.4K shares0.00%2025-09-302025-11-06history
YOU CLEAR SECURE INC490.6K shares0.00%2025-09-302025-11-06history
IAC IAC INC319.5K shares0.00%2025-09-302025-11-06history
CPNG COUPANG INC325.0K shares0.00%2025-09-302025-11-06history
Sponsored
XOM EXXON MOBIL CORP89.9K shares0.00%2025-09-302025-11-06history
KO COCA COLA CO99.1K shares0.00%2025-09-302025-11-06history
TEM TEMPUS AI INC76.6K shares0.00%2025-09-302025-11-06history
AMZN AMAZON COM INC24.4K sharesnew addition2025-09-302025-11-06history
GEV GE VERNOVA INC8.4K shares0.00%2025-09-302025-11-06history
META META PLATFORMS INC6.8K shares0.00%2025-09-302025-11-06history
UNH UNITEDHEALTH GROUP INC13.6K shares0.00%2025-09-302025-11-06history
V VISA INC11.7K shares0.00%2025-09-302025-11-06history
Sponsored
TDG TRANSDIGM GROUP INC2.8K shares0.00%2025-09-302025-11-06history
BRK.B BERKSHIRE HATHAWAY INC DEL6.9K shares0.00%2025-09-302025-11-06history
ANGI ANGI INC167.8K shares0.00%2025-09-302025-11-06history
IOT SAMSARA INC36.0K shares53.16%2025-09-302025-11-06history
BLND BLEND LABS INC344.8K shares0.00%2025-09-302025-11-06history
ALAB ASTERA LABS INC6.1K shares-50.00%2025-09-302025-11-06history
VMEO VIMEO INC139.6K shares0.00%2025-09-302025-11-06history
RXRX RECURSION PHARMACEUTICALS IN217.7K shares0.00%2025-09-302025-11-06history
Sponsored
FIG FIGMA INC18.8K sharesnew addition2025-09-302025-11-06history
DNA GINKGO BIOWORKS HOLDINGS INC62.0K shares0.00%2025-09-302025-11-06history
RBRK RUBRIK INC.10.7K sharesnew addition2025-09-302025-11-06history
ABSI ABSCI CORPORATION236.1K shares0.00%2025-09-302025-11-06history
DIBS 1STDIBS COM INC176.8K shares0.00%2025-09-302025-11-06history

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available