Allen Operations LLC

In its 13F for Q2 2025 (holdings as of June 30, 2025, filed August 7, 2025), Allen Operations LLC reported 34 stock positions worth $727.0 million. Its top holding was Palantir Technologies Class A (PLTR) at 22.5% of the portfolio, followed by Acuity (AYI, 14.1%) and Aurora Innovation (AUR, 7.5%). Compared with Q1 2025, it opened 5 new positions, sold out of 1 and reduced 1. The biggest buy was a new position in Meta Platforms Class A (META) and the biggest sale Alphabet Class C (GOOG, shares −46%).

Most Recent 13F
Q2 2026
Location
NEW YORK, NY
CIK
0001389544
Portfolio Value
$727.0M (Q2 2025)
SEC Filing
0001214659-25-011667 ↗ filed Aug 7, 2025

Holdings Value

0$200.0M$400.0M$600.0M$800.0M$1.0B Q1 2024: $526.6M Q1 2024 Q2 2024: $511.0M Q2 2024 Q3 2024: $593.6M Q3 2024 Q4 2024: $630.7M Q4 2024 Q1 2025: $607.9M Q1 2025 Q2 2025: $727.0M $727.0M Q2 2025 Q3 2025: $837.7M Q3 2025 Q4 2025: $799.2M Q4 2025 Q1 2026: $669.7M Q1 2026 Q2 2026: $721.7M Q2 2026

Holdings 34 stocks · $727.0M
PLTR Palantir Technologies Inc. Class A 22.50% 1,200,000 $163.6M No change
AYI Acuity Inc. 14.12% 344,100 $102.7M No change
AUR Aurora Innovation Inc. 7.49% 10,385,096 $54.4M No change
AFRM Affirm Holdings Inc. 6.86% 721,382 $49.9M No change
MSFT Microsoft Corp. 6.05% 88,383 $44.0M No change
IBIT iShares Bitcoin Trust ETF 5.64% 670,200 $41.0M No change
SCHW Schwab (charles) Corp. 5.52% 440,097 $40.2M No change
MA Mastercard Inc. Class A 5.07% 65,553 $36.8M No change
BRK.A Berkshire Hathaway Inc. Class A 4.11% 41 $29.9M No change
WDAY Workday Inc. Class A 3.70% 111,992 $26.9M No change
JOBY Joby Aviation Inc. 2.26% 1,557,888 $16.4M No change
GOOG Alphabet Inc. Class C 2.08% 85,441 $15.2M Reduce -45.6%
GOOGL Alphabet Inc. Class A 2.02% 83,380 $14.7M No change
YOU Clear Secure Inc. Class A 1.87% 490,620 $13.6M No change
PPLI People Inc. filed as IAC INC 1.64% 319,477 $11.9M No change
CPNG Coupang Inc. 1.34% 325,000 $9.7M No change
XOM Exxon Mobil Corp. 1.33% 89,900 $9.7M No change
KO The Coca-Cola Co. 0.96% 99,054 $7.0M No change
META Meta Platforms Inc. Class A 0.69% 6,782 $5.0M New
TEM Tempus AI Inc. Class A 0.67% 76,621 $4.9M No change
GEV GE Vernova Inc. 0.61% 8,387 $4.4M New
UNH Unitedhealth Group Inc. 0.58% 13,633 $4.3M New
TDG Transdigm Group Inc. 0.58% 2,764 $4.2M No change
V Visa Inc. Class A 0.57% 11,668 $4.1M No change
BRK.B Berkshire Hathaway Inc. Class B 0.46% 6,906 $3.4M No change
ANGI Angi Inc. 0.35% 167,756 $2.6M New
BLND Blend Labs Inc. Class A 0.16% 344,761 $1.1M No change
ALAB Astera Labs Inc. 0.15% 12,244 $1.1M No change
RXRX Recursion Pharmaceuticals-A 0.15% 217,657 $1.1M No change
IOT Samsara Inc. Class A 0.13% 23,518 $936K New
DNA Ginkgo Bioworks Holdings Inc. 0.10% 61,951 $697K No change
ABSI Absci Corp. 0.08% 236,129 $607K No change
VMEO Vimeo Inc. 0.08% 139,583 $564K No change
DIBS 1STDIBS.COM Inc. 0.07% 176,826 $486K No change

Portfolio Sells Q1 2025 → Q2 2025
GOOG Alphabet Inc. Class C Reduce -45.6% 2.08% −1.95
BOLT PROJS HLDGS INC Sold out 0.00% −0.02

Portfolio Buys Q1 2025 → Q2 2025
META Meta Platforms Inc. Class A New 0.69% +0.69
GEV GE Vernova Inc. New 0.61% +0.61
UNH Unitedhealth Group Inc. New 0.58% +0.58
ANGI Angi Inc. New 0.35% +0.35
IOT Samsara Inc. Class A New 0.13% +0.13

All Filings

QuarterPositions13F Reported ValueTop Holdings
Q2 2026 33$721.7MPLTR, AYI, AUR, AFRM, SCHW
Q1 2026 35$669.7MPLTR, AYI, AUR, SCHW, AFRM
Q4 2025 35$799.2MPLTR, AYI, AFRM, MSFT, AUR
Q3 2025 37$837.7MPLTR, AYI, AUR, AFRM, MSFT
Q2 2025 34$727.0MPLTR, AYI, AUR, AFRM, MSFT
Q1 2025 30$607.9MPLTR, AYI, AUR, MA, SCHW
Q4 2024 30$630.7MPLTR, AYI, AUR, AFRM, MSFT
Q3 2024 32$593.6MAYI, AUR, PLTR, CMCSA, MSFT
Q2 2024 33$511.0MAYI, CMCSA, MSFT, SCHW, PLTR
Q1 2024 33$526.6MAYI, CMCSA, MSFT, SCHW, PLTR