ALLEN OPERATIONS LLC
NEW YORK NY · SEC CIK 0001389544
$7.22亿2026Q2 申报市值
33持仓数
80.8%前十大占比 · 第一大 18.2%
2 / 4新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$113.11万
BKSY 新建仓+$36.67万
FIG 加仓+$6.54万
2026Q2 卖出最多 按季末市值估算
EXXON MOBIL CORP 清仓-$1,525.24万
CPNG 清仓-$613.60万
YOU 减仓-$273.08万
IOT 清仓-$114.15万
ALAB 清仓-$67.10万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| PLTR | PALANTIR TECHNOLOGIES INC | $1.31亿 | 18.19% | 1,125,000 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $1.30亿 | 17.96% | 344,100 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $7,082.64万 | 9.81% | 10,385,096 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $5,882.87万 | 8.15% | 721,382 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3,508.24万 | 4.86% | 380,215 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,366.80万 | 4.66% | 65,553 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,296.86万 | 4.57% | 88,383 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $3,070.28万 | 4.25% | 41 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $3,018.89万 | 4.18% | 85,441 | 0 | 0.0% | — | 不变 |
| GOOGL | ALPHABET INC | $2,979.75万 | 4.13% | 83,380 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,231.10万 | 3.09% | 670,200 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $1,777.59万 | 2.46% | 318,965 | -49,000 | -13.3% | -$273.08万 | 减仓 |
| PPLI | PEOPLE INC | $1,474.71万 | 2.04% | 319,477 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1,389.64万 | 1.93% | 1,557,888 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,371.01万 | 1.90% | 111,992 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $985.36万 | 1.37% | 8,387 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $805.01万 | 1.12% | 99,054 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $582.03万 | 0.81% | 24,420 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $566.63万 | 0.79% | 13,633 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $443.87万 | 0.62% | 76,621 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $400.32万 | 0.55% | 11,668 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $382.02万 | 0.53% | 6,782 | 0 | 0.0% | — | 不变 |
| TDG | TRANSDIGM GROUP INC | $368.18万 | 0.51% | 2,764 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $345.57万 | 0.48% | 6,906 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $178.51万 | 0.25% | 181,047 | 0 | 0.0% | — | 不变 |
| SPCX | SPACE EXPLORATION TECHN CORP | $113.11万 | 0.16% | 6,620 | 6,620 | — | $113.11万 | 新建仓 |
| ANGI | ANGI INC | $99.81万 | 0.14% | 167,756 | 0 | 0.0% | — | 不变 |
| — | 1STDIBS COM INC | $86.64万 | 0.12% | 176,826 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $79.88万 | 0.11% | 217,657 | 0 | 0.0% | — | 不变 |
| DNA | GINKGO BIOWORKS HOLDINGS INC | $61.39万 | 0.09% | 61,951 | 0 | 0.0% | — | 不变 |
| BLND | BLEND LABS INC | $58.95万 | 0.08% | 344,761 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $41.99万 | 0.06% | 23,214 | 3,618 | 18.5% | $6.54万 | 加仓 |
| BKSY | BLACKSKY TECHNOLOGY INC | $36.67万 | 0.05% | 13,133 | 13,133 | — | $36.67万 | 新建仓 |
| — | EXXON MOBIL CORP | $0 | 0.00% | 0 | -89,900 | -100.0% | -$1,525.24万 | 清仓 |
| CPNG | COUPANG INC | $0 | 0.00% | 0 | -325,000 | -100.0% | -$613.60万 | 清仓 |
| IOT | SAMSARA INC | $0 | 0.00% | 0 | -36,020 | -100.0% | -$114.15万 | 清仓 |
| ALAB | ASTERA LABS INC | $0 | 0.00% | 0 | -6,122 | -100.0% | -$67.10万 | 清仓 |