Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
ALLEN OPERATIONS LLC (CIK 1389544) reported $669.7M across 35 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: PLTR ($164.6M, 24.57%), AYI ($96.4M, 14.40%), AUR ($42.8M, 6.39%), SCHW ($35.7M, 5.34%), AFRM ($33.1M, 4.94%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | PLTR | PALANTIR TECHNOLOGIES INC | $164.6M | 24.57% | 1.1M | Hold |
| 2 | AYI | ACUITY INC | $96.4M | 14.40% | 344,100 | Hold |
| 3 | AUR | AURORA INNOVATION INC | $42.8M | 6.39% | 10.4M | Hold |
| 4 | SCHW | SCHWAB CHARLES CORP | $35.7M | 5.34% | 380,215 | Hold |
| 5 | AFRM | AFFIRM HLDGS INC | $33.1M | 4.94% | 721,382 | Hold |
| 6 | MA | MASTERCARD INCORPORATED | $32.8M | 4.89% | 65,553 | Hold |
| 7 | MSFT | MICROSOFT CORP | $32.7M | 4.88% | 88,383 | Hold |
| 8 | BRK/A | BERKSHIRE HATHAWAY INC DEL | $29.4M | 4.40% | 41 | Hold |
| 9 | IBIT | ISHARES BITCOIN TRUST ETF | $25.7M | 3.84% | 670,200 | Hold |
| 10 | GOOG | ALPHABET INC | $24.5M | 3.66% | 85,441 | Hold |
| 11 | GOOGL | ALPHABET INC | $24.0M | 3.58% | 83,380 | Hold |
| 12 | YOU | CLEAR SECURE INC | $17.8M | 2.66% | 367,965 | Trimmed |
| 13 | XOM | EXXON MOBIL CORP | $15.3M | 2.28% | 89,900 | Hold |
| 14 | WDAY | WORKDAY INC | $14.6M | 2.17% | 111,992 | Hold |
| 15 | JOBY | JOBY AVIATION INC | $12.9M | 1.92% | 1.6M | Hold |
| 16 | IAC | IAC INC | $12.8M | 1.91% | 319,477 | Hold |
| 17 | KO | COCA COLA CO | $7.5M | 1.12% | 99,054 | Hold |
| 18 | GEV | GE VERNOVA INC | $7.3M | 1.09% | 8,387 | Hold |
| 19 | CPNG | COUPANG INC | $6.1M | 0.92% | 325,000 | Hold |
| 20 | AMZN | AMAZON COM INC | $5.1M | 0.76% | 24,420 | Hold |
| 21 | META | META PLATFORMS INC | $3.9M | 0.58% | 6,782 | Hold |
| 22 | UNH | UNITEDHEALTH GROUP INC | $3.7M | 0.55% | 13,633 | Hold |
| 23 | V | VISA INC | $3.5M | 0.53% | 11,668 | Hold |
| 24 | TEM | TEMPUS AI INC | $3.5M | 0.52% | 76,621 | Hold |
| 25 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $3.3M | 0.49% | 6,906 | Hold |
Source: SEC Form 13F filings · as of 2026-03-31