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ALLEN OPERATIONS LLC

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13F filer, CIK 1389544, NEW YORK, NY

ALLEN OPERATIONS LLC reported $727,005,529 across 34 holdings for the quarter ended 2025-06-30, in a 13F-HR filed 2025-08-07. Its ten largest share positions make up 81.05% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-011667

Period
2025-06-30
Reported value
$727M
Holdings
34
Top 10 weight
81.05%
New
5
Sold out
1

Part of the filer group ALLEN OPERATIONS LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
METAnew+6,782$5.01M
GEVnew+8,387$4.44M
UNHnew+13,633$4.25M
ANGInew+167,756$2.56M
IOTnew+23,518$936K

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
GOOGreduced-71,680-$12.7M
BOLT PROJS HLDGS INCexited-40,289-$124K

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, Q2 2025

Share positions as resolved from 13F-HR 0001214659-25-011667, largest first. % of portfolio is the value over $727,005,529, 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; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,456,568 shares; 2024Q4: 1,456,568 shares; 2025Q1: 1,200,000 shares; 2025Q2: 1,200,000 shares 1,200,000$164M22.5%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,100 shares; 2024Q4: 344,100 shares; 2025Q1: 344,100 shares; 2025Q2: 344,100 shares 344,100$103M14.12%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 10,385,096 shares; 2024Q4: 10,385,096 shares; 2025Q1: 10,385,096 shares; 2025Q2: 10,385,096 shares 10,385,096$54.4M7.49%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,382 shares; 2024Q4: 721,382 shares; 2025Q1: 721,382 shares; 2025Q2: 721,382 shares 721,382$49.9M6.86%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,383 shares; 2024Q4: 88,383 shares; 2025Q1: 88,383 shares; 2025Q2: 88,383 shares 88,383$44M6.05%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670,200 shares; 2025Q2: 670,200 shares 670,200$41M5.64%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,815 shares; 2024Q4: 440,097 shares; 2025Q1: 440,097 shares; 2025Q2: 440,097 shares 440,097$40.2M5.52%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,553 shares; 2024Q4: 65,553 shares; 2025Q1: 65,553 shares; 2025Q2: 65,553 shares 65,553$36.8M5.07%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares 41$29.9M4.11%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,992 shares; 2024Q4: 111,992 shares; 2025Q1: 111,992 shares; 2025Q2: 111,992 shares 111,992$26.9M3.7%0Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,557,888 shares; 2024Q4: 1,557,888 shares; 2025Q1: 1,557,888 shares; 2025Q2: 1,557,888 shares 1,557,888$16.4M2.26%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,121 shares; 2024Q4: 143,361 shares; 2025Q1: 157,121 shares; 2025Q2: 85,441 shares 85,441$15.2M2.08%-71,680Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,380 shares; 2024Q4: 83,380 shares; 2025Q1: 83,380 shares; 2025Q2: 83,380 shares 83,380$14.7M2.02%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,160 shares; 2024Q4: 490,620 shares; 2025Q1: 490,620 shares; 2025Q2: 490,620 shares 490,620$13.6M1.87%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,477 shares; 2024Q4: 319,477 shares; 2025Q1: 319,477 shares; 2025Q2: 319,477 shares 319,477$11.9M1.64%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 325,000 shares; 2025Q1: 325,000 shares; 2025Q2: 325,000 shares 325,000$9.74M1.34%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,900 shares; 2024Q4: 89,900 shares; 2025Q1: 89,900 shares; 2025Q2: 89,900 shares 89,900$9.69M1.33%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,054 shares; 2024Q4: 164,908 shares; 2025Q1: 99,054 shares; 2025Q2: 99,054 shares 99,054$7.01M0.96%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,782 shares 6,782$5.01M0.69%newTimeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,459 shares; 2024Q4: 109,459 shares; 2025Q1: 76,621 shares; 2025Q2: 76,621 shares 76,621$4.87M0.67%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,387 shares 8,387$4.44M0.61%newTimeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,633 shares 13,633$4.25M0.59%newTimeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares 2,764$4.2M0.58%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 11,668 shares; 2025Q1: 11,668 shares; 2025Q2: 11,668 shares 11,668$4.14M0.57%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 6,906 shares; 2025Q2: 6,906 shares 6,906$3.35M0.46%0Timeline
ANGIANGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,756 shares 167,756$2.56M0.35%newTimeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,761 shares; 2024Q4: 344,761 shares; 2025Q1: 344,761 shares; 2025Q2: 344,761 shares 344,761$1.14M0.16%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 12,244 shares; 2025Q1: 12,244 shares; 2025Q2: 12,244 shares 12,244$1.11M0.15%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,657 shares; 2024Q4: 217,657 shares; 2025Q1: 217,657 shares; 2025Q2: 217,657 shares 217,657$1.1M0.15%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,518 shares 23,518$936K0.13%newTimeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 61,951 shares; 2025Q1: 61,951 shares; 2025Q2: 61,951 shares 61,951$697K0.1%0Timeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,129 shares; 2024Q4: 236,129 shares; 2025Q1: 236,129 shares; 2025Q2: 236,129 shares 236,129$607K0.08%0Timeline
VIMEO INCVIMEO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,583 shares; 2024Q4: 139,583 shares; 2025Q1: 139,583 shares; 2025Q2: 139,583 shares 139,583$564K0.08%0
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,826 shares; 2024Q4: 176,826 shares; 2025Q1: 176,826 shares; 2025Q2: 176,826 shares 176,826$486K0.07%0Timeline

Sold out in Q2 2025

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

SecurityShares beforeValue beforeType
BOLT PROJS HLDGS INCBOLT PROJS HLDGS INC40,289$124Kshares

How Q2 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 0001214659-25-011667 base2025-08-07acceptance time not in the bulk data set