ALLEN OPERATIONS LLC
NEW YORK NY · SEC CIK 0001389544
$6.70亿2026Q1 申报市值
35持仓数
77.3%前十大占比 · 第一大 24.6%
0 / 0新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
SKYD 加仓+$12.00万
FIG 加仓+$1.72万
2026Q1 卖出最多 按季末市值估算
YOU 减仓-$593.77万
IOT 减仓-$95.07万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| DNA | GINKGO BIOWORKS HOLDINGS INC | $37.98万 | 0.06% | 61,951 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $41.43万 | 0.06% | 19,596 | 813 | 4.3% | $1.72万 | 加仓 |
| BLND | BLEND LABS INC | $58.61万 | 0.09% | 344,761 | 0 | 0.0% | — | 不变 |
| RXRX | RECURSION PHARMACEUTICALS IN | $66.82万 | 0.10% | 217,657 | 0 | 0.0% | — | 不变 |
| ALAB | ASTERA LABS INC | $67.10万 | 0.10% | 6,122 | 0 | 0.0% | — | 不变 |
| — | 1STDIBS COM INC | $97.25万 | 0.15% | 176,826 | 0 | 0.0% | — | 不变 |
| IOT | SAMSARA INC | $114.15万 | 0.17% | 36,020 | -30,000 | -45.4% | -$95.07万 | 减仓 |
| ANGI | ANGI INC | $114.91万 | 0.17% | 167,756 | 0 | 0.0% | — | 不变 |
| SKYD | PARAMOUNT SKYDANCE CORP | $163.30万 | 0.24% | 181,047 | 13,304 | 7.9% | $12.00万 | 加仓 |
| TDG | TRANSDIGM GROUP INC | $320.34万 | 0.48% | 2,764 | 0 | 0.0% | — | 不变 |
| BRK/B | BERKSHIRE HATHAWAY INC DEL | $330.94万 | 0.49% | 6,906 | 0 | 0.0% | — | 不变 |
| TEM | TEMPUS AI INC | $346.48万 | 0.52% | 76,621 | 0 | 0.0% | — | 不变 |
| V | VISA INC | $352.65万 | 0.53% | 11,668 | 0 | 0.0% | — | 不变 |
| UNH | UNITEDHEALTH GROUP INC | $368.90万 | 0.55% | 13,633 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $388.02万 | 0.58% | 6,782 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $508.60万 | 0.76% | 24,420 | 0 | 0.0% | — | 不变 |
| CPNG | COUPANG INC | $613.60万 | 0.92% | 325,000 | 0 | 0.0% | — | 不变 |
| GEV | GE VERNOVA INC | $732.10万 | 1.09% | 8,387 | 0 | 0.0% | — | 不变 |
| KO | COCA COLA CO | $753.31万 | 1.12% | 99,054 | 0 | 0.0% | — | 不变 |
| PPLI | IAC INC | $1,278.87万 | 1.91% | 319,477 | 0 | 0.0% | — | 不变 |
| JOBY | JOBY AVIATION INC | $1,286.82万 | 1.92% | 1,557,888 | 0 | 0.0% | — | 不变 |
| WDAY | WORKDAY INC | $1,455.00万 | 2.17% | 111,992 | 0 | 0.0% | — | 不变 |
| — | EXXON MOBIL CORP | $1,525.24万 | 2.28% | 89,900 | 0 | 0.0% | — | 不变 |
| YOU | CLEAR SECURE INC | $1,781.32万 | 2.66% | 367,965 | -122,655 | -25.0% | -$593.77万 | 减仓 |
| GOOGL | ALPHABET INC | $2,397.68万 | 3.58% | 83,380 | 0 | 0.0% | — | 不变 |
| GOOG | ALPHABET INC | $2,450.96万 | 3.66% | 85,441 | 0 | 0.0% | — | 不变 |
| IBIT | ISHARES BITCOIN TRUST ETF | $2,574.91万 | 3.84% | 670,200 | 0 | 0.0% | — | 不变 |
| BRK/A | BERKSHIRE HATHAWAY INC DEL | $2,944.37万 | 4.40% | 41 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $3,271.67万 | 4.88% | 88,383 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,275.42万 | 4.89% | 65,553 | 0 | 0.0% | — | 不变 |
| AFRM | AFFIRM HLDGS INC | $3,305.37万 | 4.94% | 721,382 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $3,573.26万 | 5.34% | 380,215 | 0 | 0.0% | — | 不变 |
| AUR | AURORA INNOVATION INC | $4,278.66万 | 6.39% | 10,385,096 | 0 | 0.0% | — | 不变 |
| AYI | ACUITY INC | $9,642.37万 | 14.40% | 344,100 | 0 | 0.0% | — | 不变 |
| PLTR | PALANTIR TECHNOLOGIES INC | $1.65亿 | 24.57% | 1,125,000 | 0 | 0.0% | — | 不变 |