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ALLEN OPERATIONS LLC

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13F filer, CIK 1389544, NEW YORK, NY

ALLEN OPERATIONS LLC reported $669,748,897 across 35 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-07. Its ten largest share positions make up 77.3% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0001214659-26-005741

Period
2026-03-31
Reported value
$670M
Holdings
35
Top 10 weight
77.3%
New
0
Sold out
0

Part of the filer group ALLEN OPERATIONS LLC

How groups are built

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SKYDadded+13,304$120K
FIGadded+813$17.2K

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
YOUreduced-122,655-$5.94M
IOTreduced-30,000-$951K

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 2026

Share positions as resolved from 13F-HR 0001214659-26-005741, largest first. % of portfolio is the value over $669,748,897, 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; 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; 2025Q4: 1,125,000 shares; 2026Q1: 1,125,000 shares 1,125,000$165M24.57%0Timeline
AYIACUITY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,100 shares; 2024Q4: 344,100 shares; 2025Q1: 344,100 shares; 2025Q2: 344,100 shares; 2025Q3: 344,100 shares; 2025Q4: 344,100 shares; 2026Q1: 344,100 shares 344,100$96.4M14.4%0Timeline
AURAURORA INNOVATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 10,385,096 shares; 2026Q1: 10,385,096 shares 10,385,096$42.8M6.39%0Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 502,815 shares; 2024Q4: 440,097 shares; 2025Q1: 440,097 shares; 2025Q2: 440,097 shares; 2025Q3: 380,215 shares; 2025Q4: 380,215 shares; 2026Q1: 380,215 shares 380,215$35.7M5.34%0Timeline
AFRMAFFIRM HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 721,382 shares; 2024Q4: 721,382 shares; 2025Q1: 721,382 shares; 2025Q2: 721,382 shares; 2025Q3: 721,382 shares; 2025Q4: 721,382 shares; 2026Q1: 721,382 shares 721,382$33.1M4.94%0Timeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 65,553 shares; 2024Q4: 65,553 shares; 2025Q1: 65,553 shares; 2025Q2: 65,553 shares; 2025Q3: 65,553 shares; 2025Q4: 65,553 shares; 2026Q1: 65,553 shares 65,553$32.8M4.89%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 88,383 shares; 2024Q4: 88,383 shares; 2025Q1: 88,383 shares; 2025Q2: 88,383 shares; 2025Q3: 88,383 shares; 2025Q4: 88,383 shares; 2026Q1: 88,383 shares 88,383$32.7M4.88%0Timeline
BRK-ABERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 41 shares; 2024Q4: 41 shares; 2025Q1: 41 shares; 2025Q2: 41 shares; 2025Q3: 41 shares; 2025Q4: 41 shares; 2026Q1: 41 shares 41$29.4M4.4%0Timeline
IBITISHARES BITCOIN TRUST ETFQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: 670,200 shares; 2025Q2: 670,200 shares; 2025Q3: 670,200 shares; 2025Q4: 670,200 shares; 2026Q1: 670,200 shares 670,200$25.7M3.84%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 157,121 shares; 2024Q4: 143,361 shares; 2025Q1: 157,121 shares; 2025Q2: 85,441 shares; 2025Q3: 85,441 shares; 2025Q4: 85,441 shares; 2026Q1: 85,441 shares 85,441$24.5M3.66%0Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 83,380 shares; 2024Q4: 83,380 shares; 2025Q1: 83,380 shares; 2025Q2: 83,380 shares; 2025Q3: 83,380 shares; 2025Q4: 83,380 shares; 2026Q1: 83,380 shares 83,380$24M3.58%0Timeline
YOUCLEAR SECURE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 654,160 shares; 2024Q4: 490,620 shares; 2025Q1: 490,620 shares; 2025Q2: 490,620 shares; 2025Q3: 490,620 shares; 2025Q4: 490,620 shares; 2026Q1: 367,965 shares 367,965$17.8M2.66%-122,655Timeline
XOMEXXON MOBIL CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 89,900 shares; 2024Q4: 89,900 shares; 2025Q1: 89,900 shares; 2025Q2: 89,900 shares; 2025Q3: 89,900 shares; 2025Q4: 89,900 shares; 2026Q1: 89,900 shares 89,900$15.3M2.28%0Timeline
WDAYWORKDAY INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 111,992 shares; 2024Q4: 111,992 shares; 2025Q1: 111,992 shares; 2025Q2: 111,992 shares; 2025Q3: 111,992 shares; 2025Q4: 111,992 shares; 2026Q1: 111,992 shares 111,992$14.6M2.17%0Timeline
JOBYJOBY AVIATION INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2025Q4: 1,557,888 shares; 2026Q1: 1,557,888 shares 1,557,888$12.9M1.92%0Timeline
PPLIPEOPLE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 319,477 shares; 2024Q4: 319,477 shares; 2025Q1: 319,477 shares; 2025Q2: 319,477 shares; 2025Q3: 319,477 shares; 2025Q4: 319,477 shares; 2026Q1: 319,477 shares 319,477$12.8M1.91%0Timeline
KOCOCA COLA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 99,054 shares; 2024Q4: 164,908 shares; 2025Q1: 99,054 shares; 2025Q2: 99,054 shares; 2025Q3: 99,054 shares; 2025Q4: 99,054 shares; 2026Q1: 99,054 shares 99,054$7.53M1.12%0Timeline
GEVGE VERNOVA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 8,387 shares; 2025Q3: 8,387 shares; 2025Q4: 8,387 shares; 2026Q1: 8,387 shares 8,387$7.32M1.09%0Timeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 325,000 shares; 2024Q4: 325,000 shares; 2025Q1: 325,000 shares; 2025Q2: 325,000 shares; 2025Q3: 325,000 shares; 2025Q4: 325,000 shares; 2026Q1: 325,000 shares 325,000$6.14M0.92%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 24,420 shares; 2025Q4: 24,420 shares; 2026Q1: 24,420 shares 24,420$5.09M0.76%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 6,782 shares; 2025Q3: 6,782 shares; 2025Q4: 6,782 shares; 2026Q1: 6,782 shares 6,782$3.88M0.58%0Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 13,633 shares; 2025Q3: 13,633 shares; 2025Q4: 13,633 shares; 2026Q1: 13,633 shares 13,633$3.69M0.55%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,966 shares; 2024Q4: 11,668 shares; 2025Q1: 11,668 shares; 2025Q2: 11,668 shares; 2025Q3: 11,668 shares; 2025Q4: 11,668 shares; 2026Q1: 11,668 shares 11,668$3.53M0.53%0Timeline
TEMTEMPUS AI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 109,459 shares; 2024Q4: 109,459 shares; 2025Q1: 76,621 shares; 2025Q2: 76,621 shares; 2025Q3: 76,621 shares; 2025Q4: 76,621 shares; 2026Q1: 76,621 shares 76,621$3.46M0.52%0Timeline
BRK-BBERKSHIRE HATHAWAY INC DELQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 6,906 shares; 2024Q4: 6,906 shares; 2025Q1: 6,906 shares; 2025Q2: 6,906 shares; 2025Q3: 6,906 shares; 2025Q4: 6,906 shares; 2026Q1: 6,906 shares 6,906$3.31M0.49%0Timeline
TDGTRANSDIGM GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,764 shares; 2024Q4: 2,764 shares; 2025Q1: 2,764 shares; 2025Q2: 2,764 shares; 2025Q3: 2,764 shares; 2025Q4: 2,764 shares; 2026Q1: 2,764 shares 2,764$3.2M0.48%0Timeline
SKYDPARAMOUNT SKYDANCE CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 167,743 shares; 2026Q1: 181,047 shares 181,047$1.63M0.24%+13,304Timeline
ANGIANGI INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 167,756 shares; 2025Q3: 167,756 shares; 2025Q4: 167,756 shares; 2026Q1: 167,756 shares 167,756$1.15M0.17%0Timeline
IOTSAMSARA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 23,518 shares; 2025Q3: 36,020 shares; 2025Q4: 66,020 shares; 2026Q1: 36,020 shares 36,020$1.14M0.17%-30,000Timeline
DIBS1STDIBS COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 176,826 shares; 2024Q4: 176,826 shares; 2025Q1: 176,826 shares; 2025Q2: 176,826 shares; 2025Q3: 176,826 shares; 2025Q4: 176,826 shares; 2026Q1: 176,826 shares 176,826$973K0.15%0Timeline
ALABASTERA LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 7,363 shares; 2024Q4: 12,244 shares; 2025Q1: 12,244 shares; 2025Q2: 12,244 shares; 2025Q3: 6,122 shares; 2025Q4: 6,122 shares; 2026Q1: 6,122 shares 6,122$671K0.1%0Timeline
RXRXRECURSION PHARMACEUTICALS INQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 217,657 shares; 2024Q4: 217,657 shares; 2025Q1: 217,657 shares; 2025Q2: 217,657 shares; 2025Q3: 217,657 shares; 2025Q4: 217,657 shares; 2026Q1: 217,657 shares 217,657$668K0.1%0Timeline
BLNDBLEND LABS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 344,761 shares; 2024Q4: 344,761 shares; 2025Q1: 344,761 shares; 2025Q2: 344,761 shares; 2025Q3: 344,761 shares; 2025Q4: 344,761 shares; 2026Q1: 344,761 shares 344,761$586K0.09%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 18,783 shares; 2025Q4: 18,783 shares; 2026Q1: 19,596 shares 19,596$414K0.06%+813Timeline
DNAGINKGO BIOWORKS HOLDINGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 61,954 shares; 2024Q4: 61,951 shares; 2025Q1: 61,951 shares; 2025Q2: 61,951 shares; 2025Q3: 61,951 shares; 2025Q4: 61,951 shares; 2026Q1: 61,951 shares 61,951$380K0.06%0Timeline

How Q1 2026 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 0001214659-26-005741 base2026-05-07acceptance time not in the bulk data set