Q4 2024 · 13F-HR
ALLEN OPERATIONS LLCholdings as filed
Filed 2025-02-10 · accession 0001214659-25-002273
$630.7M
Reported value
30
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 69608A108 | PLTR | PALANTIR TECHNOLOGIES INC | $110.2M | 17.5% | 1,456,568 | Common | SOLE |
| 00508Y102 | AYI | ACUITY BRANDS INC | $100.5M | 15.9% | 344,100 | Common | SOLE |
| 051774107 | AUR | AURORA INNOVATION INC | $65.4M | 10.4% | 10,385,096 | Common | SOLE |
| 00827B106 | AFRM | AFFIRM HLDGS INC | $43.9M | 6.97% | 721,382 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $37.3M | 5.91% | 88,383 | Common | SOLE |
| 57636Q104 | MA | MASTERCARD INCORPORATED | $34.5M | 5.47% | 65,553 | Common | SOLE |
| 808513105 | SCHW | SCHWAB CHARLES CORP | $32.6M | 5.16% | 440,097 | Common | SOLE |
| 02079K107 | GOOG | ALPHABET INC | $29.9M | 4.74% | 143,361 | Common | SOLE |
| 98138H101 | WDAY | WORKDAY INC | $28.9M | 4.58% | 111,992 | Common | SOLE |
| 084670108 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $27.9M | 4.43% | 41 | Common | SOLE |
| 501044101 | KR | KROGER CO | $19.0M | 3.02% | 311,490 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $15.8M | 2.50% | 83,380 | Common | SOLE |
| 44891N208 | IAC | IAC INC | $13.8M | 2.19% | 319,477 | Common | SOLE |
| 18467V109 | YOU | CLEAR SECURE INC | $13.1M | 2.07% | 490,620 | Common | SOLE |
| G65163100 | JOBY | JOBY AVIATION INC | $12.7M | 2.01% | 1,557,888 | Common | SOLE |
| 30231G102 | XOM | EXXON MOBIL CORP | $9.7M | 1.53% | 89,900 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $7.1M | 1.13% | 325,000 | Common | SOLE |
| 191216100 | KO | COCA COLA CO | $6.2M | 0.98% | 164,908 | Common | SOLE |
| 88023B103 | TEM | TEMPUS AI INC | $3.7M | 0.59% | 109,459 | Common | SOLE |
| 92826C839 | V | VISA INC | $3.7M | 0.58% | 11,668 | Common | SOLE |
| 893641100 | TDG | TRANSDIGM GROUP INC | $3.5M | 0.56% | 2,764 | Common | SOLE |
| 084670702 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.1M | 0.50% | 6,906 | Common | SOLE |
| 92719V100 | VMEO* | VIMEO INC | $1.8M | 0.28% | 139,583 | Common | SOLE |
| 04626A103 | ALAB | ASTERA LABS INC | $1.6M | 0.26% | 12,244 | Common | SOLE |
| 75629V104 | RXRX | RECURSION PHARMACEUTICALS IN | $1.5M | 0.23% | 217,657 | Common | SOLE |
| 09352U108 | BLND | BLEND LABS INC | $1.5M | 0.23% | 344,761 | Common | SOLE |
| 320551104 | DIBS | 1STDIBS COM INC | $625,964 | 0.10% | 176,826 | Common | SOLE |
| 00091E109 | ABSI | ABSCI CORPORATION | $618,658 | 0.10% | 236,129 | Common | SOLE |
| 37611X209 | DNA | GINKGO BIOWORKS HOLDINGS INC | $608,358 | 0.10% | 61,951 | Common | SOLE |
| 09769B107 | — | BOLT PROJS HLDGS INC | $19,419 | 0.00% | 40,289 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.