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ALLEN OPERATIONS LLC

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13F filer, CIK 1389544, NEW YORK, NY

ALLEN OPERATIONS LLC reported $837,660,018 across 37 holdings for the quarter ended 2025-09-30, in a 13F-HR filed 2025-11-06. Its ten largest share positions make up 79.62% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-25-015987

Period
2025-09-30
Reported value
$838M
Holdings
37
Top 10 weight
79.62%
New
3
Sold out
0

Part of the filer group ALLEN OPERATIONS LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
AMZNnew+24,420$5.36M
FIGnew+18,783$974K
RBRKnew+10,694$880K
IOTadded+12,502$466K

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
SCHWreduced-59,882-$5.72M
ALABreduced-6,122-$1.2M

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, Q3 2025

Share positions as resolved from 13F-HR 0001214659-25-015987, largest first. % of portfolio is the value over $837,660,018, 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; 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; 2025Q3: 1,200,000 shares 1,200,000$219M26.13%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,100 shares; 2024Q4: 344,100 shares; 2025Q1: 344,100 shares; 2025Q2: 344,100 shares; 2025Q3: 344,100 shares 344,100$119M14.15%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 10,385,096 shares 10,385,096$56M6.68%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 721,382 shares; 2024Q4: 721,382 shares; 2025Q1: 721,382 shares; 2025Q2: 721,382 shares; 2025Q3: 721,382 shares 721,382$52.7M6.29%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 88,383 shares; 2024Q4: 88,383 shares; 2025Q1: 88,383 shares; 2025Q2: 88,383 shares; 2025Q3: 88,383 shares 88,383$45.8M5.46%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670,200 shares; 2025Q2: 670,200 shares; 2025Q3: 670,200 shares 670,200$43.6M5.2%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 65,553 shares; 2024Q4: 65,553 shares; 2025Q1: 65,553 shares; 2025Q2: 65,553 shares; 2025Q3: 65,553 shares 65,553$37.3M4.45%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 502,815 shares; 2024Q4: 440,097 shares; 2025Q1: 440,097 shares; 2025Q2: 440,097 shares; 2025Q3: 380,215 shares 380,215$36.3M4.33%-59,882Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares 41$30.9M3.69%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 111,992 shares; 2024Q4: 111,992 shares; 2025Q1: 111,992 shares; 2025Q2: 111,992 shares; 2025Q3: 111,992 shares 111,992$27M3.22%0Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q3: 1,557,888 shares 1,557,888$25.1M3%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 157,121 shares; 2024Q4: 143,361 shares; 2025Q1: 157,121 shares; 2025Q2: 85,441 shares; 2025Q3: 85,441 shares 85,441$20.8M2.48%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 83,380 shares; 2024Q4: 83,380 shares; 2025Q1: 83,380 shares; 2025Q2: 83,380 shares; 2025Q3: 83,380 shares 83,380$20.3M2.42%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 654,160 shares; 2024Q4: 490,620 shares; 2025Q1: 490,620 shares; 2025Q2: 490,620 shares; 2025Q3: 490,620 shares 490,620$16.4M1.96%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 319,477 shares; 2024Q4: 319,477 shares; 2025Q1: 319,477 shares; 2025Q2: 319,477 shares; 2025Q3: 319,477 shares 319,477$10.9M1.3%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 325,000 shares; 2025Q1: 325,000 shares; 2025Q2: 325,000 shares; 2025Q3: 325,000 shares 325,000$10.5M1.25%0Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 89,900 shares; 2024Q4: 89,900 shares; 2025Q1: 89,900 shares; 2025Q2: 89,900 shares; 2025Q3: 89,900 shares 89,900$10.1M1.21%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 99,054 shares; 2024Q4: 164,908 shares; 2025Q1: 99,054 shares; 2025Q2: 99,054 shares; 2025Q3: 99,054 shares 99,054$6.57M0.78%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 109,459 shares; 2024Q4: 109,459 shares; 2025Q1: 76,621 shares; 2025Q2: 76,621 shares; 2025Q3: 76,621 shares 76,621$6.18M0.74%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,420 shares 24,420$5.36M0.64%newTimeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,387 shares; 2025Q3: 8,387 shares 8,387$5.16M0.62%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,782 shares; 2025Q3: 6,782 shares 6,782$4.98M0.59%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,633 shares; 2025Q3: 13,633 shares 13,633$4.71M0.56%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 11,668 shares; 2025Q1: 11,668 shares; 2025Q2: 11,668 shares; 2025Q3: 11,668 shares 11,668$3.98M0.48%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares 2,764$3.64M0.43%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 6,906 shares; 2025Q2: 6,906 shares; 2025Q3: 6,906 shares 6,906$3.47M0.41%0Timeline
ANGIANGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,756 shares; 2025Q3: 167,756 shares 167,756$2.73M0.33%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,518 shares; 2025Q3: 36,020 shares 36,020$1.34M0.16%+12,502Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 344,761 shares; 2024Q4: 344,761 shares; 2025Q1: 344,761 shares; 2025Q2: 344,761 shares; 2025Q3: 344,761 shares 344,761$1.26M0.15%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 12,244 shares; 2025Q1: 12,244 shares; 2025Q2: 12,244 shares; 2025Q3: 6,122 shares 6,122$1.2M0.14%-6,122Timeline
VIMEO INCVIMEO INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 139,583 shares; 2024Q4: 139,583 shares; 2025Q1: 139,583 shares; 2025Q2: 139,583 shares; 2025Q3: 139,583 shares 139,583$1.08M0.13%0
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 217,657 shares; 2024Q4: 217,657 shares; 2025Q1: 217,657 shares; 2025Q2: 217,657 shares; 2025Q3: 217,657 shares 217,657$1.06M0.13%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,783 shares 18,783$974K0.12%newTimeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 61,951 shares; 2025Q1: 61,951 shares; 2025Q2: 61,951 shares; 2025Q3: 61,951 shares 61,951$903K0.11%0Timeline
RBRKRUBRIK INC.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 10,694 shares 10,694$880K0.11%newTimeline
ABSIABSCI CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 236,129 shares; 2024Q4: 236,129 shares; 2025Q1: 236,129 shares; 2025Q2: 236,129 shares; 2025Q3: 236,129 shares 236,129$718K0.09%0Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 176,826 shares; 2024Q4: 176,826 shares; 2025Q1: 176,826 shares; 2025Q2: 176,826 shares; 2025Q3: 176,826 shares 176,826$458K0.05%0Timeline

How Q3 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 0001214659-25-015987 base2025-11-06acceptance time not in the bulk data set