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CIK: 0001389544
Total reported value
$721.7M
$721.7M
35 檔
63.8%
At the close of Q4 2025, Allen Operations LLC disclosed equity holdings valued at approximately $721.7M, spread across 35 reported holdings.
In Q4 2025, Allen Operations LLC adopted a defensive or profit-taking posture, trimming 1 positions and completely liquidating 3 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including PLTR, AYI, AFRM) accounted for 63.8% of total reported equity market value during Q4 2025.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | PLTR | Palantir Technologies Inc-a | Stock-Tech | 25.02% | -6.38% | -6.25% | |
| 2 | AYI | Acuity Inc | Stock-Industrials | 15.50% | +3.56% | — | |
| 3 | AFRM | Affirm Holdings Inc | Stock-Financials | 6.72% | +3.21% | — | |
| 4 | MSFT | Microsoft CORP | Stock-Tech | 5.35% | -0.31% | — | |
| 5 | AUR | Aurora Innovation Inc | Stock-Consumer Disc | 4.99% | +3.42% | — | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 4.75% | -0.48% | — | |
| 7 | MA | Mastercard Inc - A | Stock-Financials | 4.68% | -0.23% | — | |
| 8 | IBIT | Ishares Bitcoin Trust ETF | ETF-Crypto | 4.16% | -0.75% | — | |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | Stock-Other | 3.87% | -0.15% | — | |
| 10 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 3.35% | +0.52% | — | |
| 11 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 3.27% | +0.55% | — | |
| 12 | WDAY | Workday Inc-class A | Stock-Tech | 3.01% | -0.27% | — | |
| 13 | JOBY | Joby Aviation, Inc. | Stock-Industrials | 2.57% | +0.01% | — | |
| 14 | YOU | Clear Secure Inc -class A | Stock-Tech | 2.15% | -0.20% | — | |
| 15 | PPLI | People Inc | Stock-Comm Services | 1.56% | +0.13% | — | |
| 16 | XOM | Exxon Mobil CORP | Stock-Energy | 1.35% | -2.28% | EXIT | |
| 17 | CPNG | Coupang Inc | Stock-Consumer Disc | 0.96% | -0.92% | EXIT | |
| 18 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.87% | — | — | |
| 19 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.71% | +0.05% | — | |
| 20 | GEV | GE Vernova Inc | Stock-Industrials | 0.69% | +0.28% | — | |
| 21 | TEM | Tempus Ai Inc-cl A | Stock-Healthcare | 0.57% | +0.10% | — | |
| 22 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 0.56% | +0.24% | — | |
| 23 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.56% | -0.05% | — | |
| 24 | V | Visa Inc-class A Shares | Stock-Financials | 0.51% | +0.02% | — | |
| 25 | TDG | Transdigm Group Inc | Stock-Industrials | 0.46% | +0.03% | — | |
| 26 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.43% | -0.01% | — | |
| 27 | PSKY | Paramount Skydance Cl B | Stock-Comm Services | 0.28% | +0.01% | — | |
| 28 | ANGI | Angi Inc | Stock-Other | 0.27% | -0.03% | — | |
| 29 | IOT | Samsara Inc-cl A | Stock-Tech | 0.16% | -0.17% | EXIT | |
| 30 | DIBS | 1stdibs.com Inc | Stock-Other | 0.13% | -0.03% | — | |
| 31 | BLND | Blend Labs Inc-a | Stock-Other | 0.13% | -0.01% | — | |
| 32 | ALAB | Astera Labs Inc | Stock-Tech | 0.13% | -0.10% | EXIT | |
| 33 | RXRX | Recursion Pharmaceuticals-a | Stock-Healthcare | 0.11% | +0.01% | — | |
| 34 | FIG | Figma Inc-cl A | Stock-Other | 0.09% | — | — | |
| 35 | DNA | Ginkgo Bioworks Holdings Inc | Stock-Other | 0.06% | +0.03% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AYI | Acuity Inc | +1.4% | — | Unchanged |
| 2 | GOOG | Alphabet Inc-cl C | +0.9% | — | Unchanged |
| 3 | GOOGL | Alphabet Inc-cl A | +0.9% | — | Unchanged |
| 4 | AFRM | Affirm Holdings Inc | +0.4% | — | Unchanged |
| 5 | SCHW | Schwab (charles) CORP | +0.4% | — | Unchanged |
| 6 | PPLI | People Inc | +0.3% | — | Unchanged |
| 7 | MA | Mastercard Inc - A | +0.2% | — | Unchanged |
| 8 | YOU | Clear Secure Inc -class A | +0.2% | — | Unchanged |
| 9 | BRK-A | Berkshire Hathaway Inc-cl A | +0.2% | — | Unchanged |
| 10 | XOM | Exxon Mobil CORP | +0.1% | — | Unchanged |
| 11 | KO | Coca-cola Co/the | +0.1% | — | Unchanged |
| 12 | DIBS | 1stdibs.com Inc | +0.1% | — | Unchanged |
| 13 | GEV | GE Vernova Inc | +0.1% | — | Unchanged |
| 14 | AMZN | Amazon.com Inc | +0.1% | — | Unchanged |
| 15 | V | Visa Inc-class A Shares | 0% | — | Unchanged |
| 16 | TDG | Transdigm Group Inc | 0% | — | Unchanged |
| 17 | BRK-B | Berkshire Hathaway Inc-cl B | 0% | — | Unchanged |
| 18 | UNH | Unitedhealth Group Inc | — | — | Unchanged |
| 19 | IOT | Samsara Inc-cl A | — | +83.29% | Add |
| 20 | ALAB | Astera Labs Inc | 0% | — | Unchanged |
| 21 | BLND | Blend Labs Inc-a | 0% | — | Unchanged |
| 22 | RXRX | Recursion Pharmaceuticals-a | 0% | — | Unchanged |
| 23 | META | Meta Platforms Inc-class A | 0% | — | Unchanged |
| 24 | FIG | Figma Inc-cl A | 0% | — | Unchanged |
| 25 | DNA | Ginkgo Bioworks Holdings Inc | -0.1% | — | Unchanged |
| 26 | ANGI | Angi Inc | -0.1% | — | Unchanged |
| 27 | MSFT | Microsoft CORP | -0.1% | — | Unchanged |
| 28 | TEM | Tempus Ai Inc-cl A | -0.2% | — | Unchanged |
| 29 | WDAY | Workday Inc-class A | -0.2% | — | Unchanged |
| 30 | CPNG | Coupang Inc | -0.3% | — | Unchanged |
| 31 | JOBY | Joby Aviation, Inc. | -0.4% | — | Unchanged |
| 32 | IBIT | Ishares Bitcoin Trust ETF | -1% | — | Unchanged |
| 33 | PLTR | Palantir Technologies Inc-a | -1.1% | -6.25% | Trim |
| 34 | AUR | Aurora Innovation Inc | -1.7% | — | Unchanged |
| 35 | PSKY | Paramount Skydance Cl B | — | NEW | New buy |
| 36 | VMEO* | Vimeo Inc | — | EXIT | Sold out |
| 37 | RBRK | Rubrik Inc-a | — | EXIT | Sold out |
| 38 | ABSI | Absci CORP | — | EXIT | Sold out |
According to official SEC Form 13F filings, Allen Operations LLC reported a total U.S. public equity portfolio value of $721.7M across 35 disclosed positions in Q4 2025.
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Top New Position Initiated
PSKY
市值: $2.2M
Top Position Liquidated / Trimmed
VMEO*
前期市值: $1.1M
During Q4 2025, Allen Operations LLC's top holdings by market value included PLTR (25.0%)、AYI (15.5%)、AFRM (6.7%). The largest single position, PLTR, represented 25.0% of total portfolio value.
In Q4 2025, Allen Operations LLC made 6 total portfolio adjustments, initiating 1 new buys, adding to 1 positions, trimming 1 holdings, and fully liquidating 3 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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