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ALLEN OPERATIONS LLC
Period ended Sep 30, 2026 · Latest filing Nov 3, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Sep 30, 2026: $968,314,728
More quarters will appear as history becomes available.
Top holdings
Top 10 at Sep 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- PALANTIR TECHNOLOGIES INC · CL A · 69608A108 · shares: $210,431,250
- BENDING SPOONS SPA · COM SHS · T19377109 · shares: $189,764,064
- ACUITY INC · COM · 00508Y102 · shares: $106,605,621
- AURORA INNOVATION INC · CLASS A COM · 051774107 · shares: $57,533,432
- AFFIRM HLDGS INC · COM CL A · 00827B106 · shares: $49,941,276
- MICROSOFT CORP · COM · 594918104 · shares: $45,331,641
- CHARLES SCHWAB CORP (THE) · COM · 808513105 · shares: $37,162,214
- MASTERCARD INCORPORATED · CL A · 57636Q104 · shares: $36,150,513
- ISHARES BITCOIN TRUST ETF · SHS BEN INT · 46438F101 · shares: $31,727,268
- BERKSHIRE HATHAWAY INC DEL · CL A · 084670108 · shares: $30,627,205
Reported holdings
35 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| PALANTIR TECHNOLOGIES INC | CL A | 69608A108 | — | 1,125,000 shares | $210,431,250 |
| ACUITY INC | COM | 00508Y102 | — | 344,100 shares | $106,605,621 |
| BENDING SPOONS SPA | COM SHS | T19377109 | — | 2,895,200 shares | $96,468,064 |
| BENDING SPOONS SPA | COM SHS | T19377109 | — | 2,800,000 shares | $93,296,000 |
| AURORA INNOVATION INC | CLASS A COM | 051774107 | — | 10,385,096 shares | $57,533,432 |
| AFFIRM HLDGS INC | COM CL A | 00827B106 | — | 721,382 shares | $49,941,276 |
| MICROSOFT CORP | COM | 594918104 | — | 88,383 shares | $45,331,641 |
| CHARLES SCHWAB CORP (THE) | COM | 808513105 | — | 380,215 shares | $37,162,214 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 65,553 shares | $36,150,513 |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | 46438F101 | — | 670,200 shares | $31,727,268 |
| BERKSHIRE HATHAWAY INC DEL | CL A | 084670108 | — | 41 shares | $30,627,205 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 85,440 shares | $29,112,826 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 83,380 shares | $28,689,390 |
| WORKDAY INC | CL A | 98138H101 | — | 111,992 shares | $21,329,996 |
| PEOPLE INC | COM NEW | 44891N208 | — | 319,477 shares | $13,405,255 |
| CLEAR SECURE INC | COM CL A | 18467V109 | — | 318,965 shares | $13,380,582 |
| JOBY AVIATION INC | COMMON STOCK | G65163100 | — | 1,557,888 shares | $9,425,222 |
| COCA COLA CO | COM | 191216100 | — | 99,054 shares | $8,526,568 |
| GE VERNOVA INC | COM | 36828A101 | — | 8,387 shares | $7,971,760 |
| TEMPUS AI INC | CL A | 88023B103 | — | 76,621 shares | $6,275,260 |
| AMAZON COM INC | COM | 023135106 | — | 24,420 shares | $6,084,243 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 13,633 shares | $5,004,402 |
| META PLATFORMS INC | CL A | 30303M102 | — | 6,782 shares | $4,918,171 |
| VISA INC | COM CL A | 92826C839 | — | 11,668 shares | $4,192,662 |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | — | 6,906 shares | $3,438,843 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 2,764 shares | $2,992,306 |
| PARAMOUNT SKYDANCE CORP | COM CL B | 69932A204 | — | 181,047 shares | $1,870,216 |
| FIGMA INC | CLASS A COM STK | 316841105 | — | 79,046 shares | $1,661,547 |
| SPACE EXPLORATION TECHN CORP | CLASS A COM STK | 84615Q103 | — | 6,882 shares | $1,038,218 |
| ANGI INC | CL A NEW | 00183L201 | — | 167,756 shares | $966,274 |
| RECURSION PHARMACEUTICALS IN | CL A | 75629V104 | — | 217,657 shares | $898,923 |
| GINKGO BIOWORKS HOLDINGS INC | CL A NEW | 37611X209 | — | 61,951 shares | $794,831 |
| 1STDIBS COM INC | COM | 320551104 | — | 176,826 shares | $707,304 |
| BLEND LABS INC | CL A | 09352U108 | — | 344,761 shares | $355,104 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 1 shares | $341 |