The Analysis of ALLEN OPERATIONS LLC's Holdings

Currently, ALLEN OPERATIONS LLC holds 35 types of securities in its portfolio with a total value $799.2M. In the most recent quarter, they have increased their positions in N/A (+167.7K shares, valued at $2.2M), IOT (+30.0K shares, valued at $580.2K); decreased their positions in PLTR (-75.0K shares, valued at $13.3M); initiated new positions in N/A (+167.7K shares, valued at $2.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

PLTR PALANTIR TECHNOLOGIES INC1.1M shares-6.25%2025-12-312026-02-10

AYI ACUITY INC344.1K shares0.00%2025-12-312026-02-10

AFRM AFFIRM HLDGS INC721.4K shares0.00%2025-12-312026-02-10

MSFT MICROSOFT CORP88.4K shares0.00%2025-12-312026-02-10

AUR AURORA INNOVATION INC10.4M shares0.00%2025-12-312026-02-10

SCHW SCHWAB CHARLES CORP380.2K shares0.00%2025-12-312026-02-10

MA MASTERCARD INCORPORATED65.6K shares0.00%2025-12-312026-02-10

IBIT ISHARES BITCOIN TRUST ETF670.2K shares0.00%2025-12-312026-02-10

Sponsored

BRK.A BERKSHIRE HATHAWAY INC DEL41 shares0.00%2025-12-312026-02-10

ALPHABET INC ALPHABET INC85.4K shares0.00%2025-12-312026-02-10

ALPHABET INC ALPHABET INC83.4K shares0.00%2025-12-312026-02-10

WDAY WORKDAY INC112.0K shares0.00%2025-12-312026-02-10

JOBY JOBY AVIATION INC1.6M shares0.00%2025-12-312026-02-10

YOU CLEAR SECURE INC490.6K shares0.00%2025-12-312026-02-10

IAC IAC INC319.5K shares0.00%2025-12-312026-02-10

XOM EXXON MOBIL CORP89.9K shares0.00%2025-12-312026-02-10

Sponsored

CPNG COUPANG INC325.0K shares0.00%2025-12-312026-02-10

KO COCA COLA CO99.1K shares0.00%2025-12-312026-02-10

AMZN AMAZON COM INC24.4K shares0.00%2025-12-312026-02-10

GEV GE VERNOVA INC8.4K shares0.00%2025-12-312026-02-10

TEM TEMPUS AI INC76.6K shares0.00%2025-12-312026-02-10

UNH UNITEDHEALTH GROUP INC13.6K shares0.00%2025-12-312026-02-10

META META PLATFORMS INC6.8K shares0.00%2025-12-312026-02-10

V VISA INC11.7K shares0.00%2025-12-312026-02-10

Sponsored

TDG TRANSDIGM GROUP INC2.8K shares0.00%2025-12-312026-02-10

BERKSHIRE HATHAWAY INC DEL BERKSHIRE HATHAWAY INC DEL6.9K shares0.00%2025-12-312026-02-10

PARAMOUNT SKYDANCE CORP PARAMOUNT SKYDANCE CORP167.7K sharesnew addition2025-12-312026-02-10

ANGI INC ANGI INC167.8K shares0.00%2025-12-312026-02-10

IOT SAMSARA INC66.0K shares83.29%2025-12-312026-02-10

DIBS 1STDIBS COM INC176.8K shares0.00%2025-12-312026-02-10

BLND BLEND LABS INC344.8K shares0.00%2025-12-312026-02-10

ALAB ASTERA LABS INC6.1K shares0.00%2025-12-312026-02-10

Sponsored

RXRX RECURSION PHARMACEUTICALS IN217.7K shares0.00%2025-12-312026-02-10

FIG FIGMA INC18.8K shares0.00%2025-12-312026-02-10

DNA GINKGO BIOWORKS HOLDINGS INC62.0K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available