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ALLEN OPERATIONS LLC

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13F filer, CIK 1389544, NEW YORK, NY

ALLEN OPERATIONS LLC reported $607,946,646 across 30 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-07. Its ten largest share positions make up 80.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-007067

Period
2025-03-31
Reported value
$608M
Holdings
30
Top 10 weight
80.3%
New
1
Sold out
1

Part of the filer group ALLEN OPERATIONS LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
IBITnew+670,200$31.4M
GOOGadded+13,760$2.15M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
PLTRreduced-256,568-$21.7M
KRexited-311,490-$19M
KOreduced-65,854-$4.72M
TEMreduced-32,838-$1.58M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2025

Share positions as resolved from 13F-HR 0001214659-25-007067, largest first. % of portfolio is the value over $607,946,646, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
PLTRPALANTIR TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456,568 shares; 2024Q4: 1,456,568 shares; 2025Q1: 1,200,000 shares 1,200,000$101M16.66%-256,568Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,100 shares; 2024Q4: 344,100 shares; 2025Q1: 344,100 shares 344,100$90.6M14.91%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385,096 shares; 2024Q4: 10,385,096 shares; 2025Q1: 10,385,096 shares 10,385,096$69.8M11.49%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,553 shares; 2024Q4: 65,553 shares; 2025Q1: 65,553 shares 65,553$35.9M5.91%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,815 shares; 2024Q4: 440,097 shares; 2025Q1: 440,097 shares 440,097$34.5M5.67%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,383 shares; 2024Q4: 88,383 shares; 2025Q1: 88,383 shares 88,383$33.2M5.46%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares 41$32.7M5.38%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,382 shares; 2024Q4: 721,382 shares; 2025Q1: 721,382 shares 721,382$32.6M5.36%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670,200 shares 670,200$31.4M5.16%newTimeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,992 shares; 2024Q4: 111,992 shares; 2025Q1: 111,992 shares 111,992$26.2M4.3%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,121 shares; 2024Q4: 143,361 shares; 2025Q1: 157,121 shares 157,121$24.5M4.04%+13,760Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,477 shares; 2024Q4: 319,477 shares; 2025Q1: 319,477 shares 319,477$14.7M2.41%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,380 shares; 2024Q4: 83,380 shares; 2025Q1: 83,380 shares 83,380$12.9M2.12%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,160 shares; 2024Q4: 490,620 shares; 2025Q1: 490,620 shares 490,620$12.7M2.09%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,900 shares; 2024Q4: 89,900 shares; 2025Q1: 89,900 shares 89,900$10.7M1.76%0Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557,888 shares; 2024Q4: 1,557,888 shares; 2025Q1: 1,557,888 shares 1,557,888$9.38M1.54%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 325,000 shares; 2025Q1: 325,000 shares 325,000$7.13M1.17%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,054 shares; 2024Q4: 164,908 shares; 2025Q1: 99,054 shares 99,054$7.09M1.17%-65,854Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 11,668 shares; 2025Q1: 11,668 shares 11,668$4.09M0.67%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares 2,764$3.82M0.63%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,459 shares; 2024Q4: 109,459 shares; 2025Q1: 76,621 shares 76,621$3.7M0.61%-32,838Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 6,906 shares 6,906$3.68M0.6%0Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,761 shares; 2024Q4: 344,761 shares; 2025Q1: 344,761 shares 344,761$1.15M0.19%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,657 shares; 2024Q4: 217,657 shares; 2025Q1: 217,657 shares 217,657$1.15M0.19%0Timeline
VIMEO INCVIMEO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,583 shares; 2024Q4: 139,583 shares; 2025Q1: 139,583 shares 139,583$734K0.12%0
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 12,244 shares; 2025Q1: 12,244 shares 12,244$731K0.12%0Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,129 shares; 2024Q4: 236,129 shares; 2025Q1: 236,129 shares 236,129$593K0.1%0Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,826 shares; 2024Q4: 176,826 shares; 2025Q1: 176,826 shares 176,826$538K0.09%0Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 61,951 shares; 2025Q1: 61,951 shares 61,951$353K0.06%0Timeline
BOLT PROJS HLDGS INCBOLT PROJS HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 40,289 shares; 2024Q4: 40,289 shares; 2025Q1: 40,289 shares 40,289$124K0.02%0

Sold out in Q1 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
KRKROGER CO311,490$19Mshares

How Q1 2025 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0001214659-25-007067 base2025-05-07acceptance time not in the bulk data set