ALLEN OPERATIONS LLC

NEW YORK, NY · CIK 1389544 · 13F filing filed 2026-08-05

No investment adviser registration (Form ADV) found for this filer. It may be a parent company whose subsidiaries are the registered advisers, a bank or insurer, or a manager based outside the US.

Legal entityALLEN OPERATIONS LLC (US)

Others nearbyNew York, NY

$721.7m reported value +7.8% vs Q1 2026

33positions

80.8%in top 10

2 new 1 added 1 reduced 4 sold out vs Q1 2026

This report includes the holdings of 1 other manager that shares the investment decisions:

Allen & CO LLC – reports through this filing

Also in the report of:

Allen Investment Management, LLC – $267.6m of shares are in both reports

Shares in two reports are counted once in each security's totals.

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	1,125,000	$131.3m18.19%	18.19%	Unchanged
2	ACUITY INC COM AYI	AYI	344,100	$129.6m17.96%	17.96%	Unchanged
3	AURORA INNOVATION INC CLASS A COM AUR	AUR	10,385,096	$70.8m9.81%	9.81%	Unchanged
4	AFFIRM HLDGS INC COM CL A AFRM	AFRM	721,382	$58.8m8.15%	8.15%	Unchanged
5	SCHWAB CHARLES CORP COM SCHW	SCHW	380,215	$35.1m4.86%	4.86%	Unchanged
6	MASTERCARD INCORPORATED CL A MA	MA	65,553	$33.7m4.66%	4.66%	Unchanged
7	MICROSOFT CORP COM MSFT	MSFT	88,383	$33.0m4.57%	4.57%	Unchanged
8	BERKSHIRE HATHAWAY INC DEL CL A BRK.A	BRK.A	41	$30.7m4.25%	4.25%	Unchanged
9	ALPHABET INC CAP STK CL C GOOG	GOOG	85,441	$30.2m4.18%	4.18%	Unchanged
10	ALPHABET INC CAP STK CL A GOOGL	GOOGL	83,380	$29.8m4.13%	4.13%	Unchanged
11	ISHARES BITCOIN TRUST ETF SHS BEN INT IBIT	IBIT	670,200	$22.3m3.09%	3.09%	Unchanged
12	CLEAR SECURE INC COM CL A YOU	YOU	318,965	$17.8m2.46%	2.46%	Reduced -49.0k	-49,000 -13.3%
13	IAC INC COM NEW PPLI	PPLI	319,477	$14.7m2.04%	2.04%	Unchanged
14	JOBY AVIATION INC COMMON STOCK JOBY	JOBY	1,557,888	$13.9m1.93%	1.93%	Unchanged
15	WORKDAY INC CL A WDAY	WDAY	111,992	$13.7m1.90%	1.90%	Unchanged
16	GE VERNOVA INC COM GEV	GEV	8,387	$9.9m1.37%	1.37%	Unchanged
17	COCA COLA CO COM KO	KO	99,054	$8.1m1.12%	1.12%	Unchanged
18	AMAZON COM INC COM AMZN	AMZN	24,420	$5.8m0.81%	0.81%	Unchanged
19	UNITEDHEALTH GROUP INC COM UNH	UNH	13,633	$5.7m0.79%	0.79%	Unchanged
20	TEMPUS AI INC CL A TEM	TEM	76,621	$4.4m0.62%	0.62%	Unchanged
21	VISA INC COM CL A V	V	11,668	$4.0m0.55%	0.55%	Unchanged
22	META PLATFORMS INC CL A META	META	6,782	$3.8m0.53%	0.53%	Unchanged
23	TRANSDIGM GROUP INC COM TDG	TDG	2,764	$3.7m0.51%	0.51%	Unchanged
24	BERKSHIRE HATHAWAY INC DEL CL B NEW BRK.B	BRK.B	6,906	$3.5m0.48%	0.48%	Unchanged
25	PARAMOUNT SKYDANCE CORP COM CL B SKYD	SKYD	181,047	$1.8m0.25%	0.25%	Unchanged
26	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	6,620	$1.1m0.16%	0.16%	New
27	ANGI INC CL A NEW ANGI	ANGI	167,756	$998.1k0.14%	0.14%	Unchanged
28	1STDIBS COM INC COM DIBS	DIBS	176,826	$866.4k0.12%	0.12%	Unchanged
29	RECURSION PHARMACEUTICALS IN CL A RXRX	RXRX	217,657	$798.8k0.11%	0.11%	Unchanged
30	GINKGO BIOWORKS HOLDINGS INC CL A NEW DNA	DNA	61,951	$613.9k0.09%	0.09%	Unchanged
31	BLEND LABS INC CL A BLND	BLND	344,761	$589.5k0.08%	0.08%	Unchanged
32	FIGMA INC CLASS A COM STK FIG	FIG	23,214	$419.9k0.06%	0.06%	Added +3.6k	+3,618 18.5%
33	BLACKSKY TECHNOLOGY INC CL A NEW BKSY	BKSY	13,133	$366.7k0.05%	0.05%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
EXXON MOBIL CORP XOM	XOM	89,900	$15.3m89.9k shares
COUPANG INC CPNG	CPNG	325,000	$6.1m325.0k shares
SAMSARA INC IOT	IOT	36,020	$1.1m36.0k shares
ASTERA LABS INC ALAB	ALAB	6,122	$671.0k6.1k shares