13F Filings History of ALLEN OPERATIONS LLC

Latest 13F report
Q4 2025 - 10 Feb 2026
Value $
$799,230,923
Signature - Title
Isaac Keschner - Vice President
Location
New York, NY
Summary
This page shows a list of all the recent 13F filings made by ALLEN OPERATIONS LLC. Form 13F is required to be filed within 45 days of the end of a calendar quarter. ALLEN OPERATIONS LLC reported 35 stock holdings with total value $799,230,923 as of Q4 2025. Top holdings included PLTR, AYI, AFRM, MSFT, and AUR.

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Holdings Value

List of Other Managers Reporting for ALLEN OPERATIONS LLC:

Name Holdings Value Location File Number
Allen Investment Management, LLC $9,025,602,696 New York, NY 028-11378
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 35 $799,230,923 +$2,827,993 -$16,010,433 -$13,182,440 PLTR, AYI, AFRM, MSFT, AUR 13F-HR 10 Feb 2026, 14:42
Q3 2025 37 $837,660,018 +$7,681,455 -$6,915,623 +$765,832 PLTR, AYI, AUR, AFRM, MSFT 13F-HR 05 Nov 2025, 18:00
Q2 2025 34 $727,005,529 +$17,192,297 -$12,839,014 +$4,353,283 PLTR, AYI, AUR, AFRM, MSFT 13F-HR 07 Aug 2025, 13:36
Q1 2025 30 $607,946,646 +$33,521,787 -$42,286,058 -$8,764,271 PLTR, AYI, AUR, MA, SCHW 13F-HR 07 May 2025, 11:51
Q4 2024 30 $622,717,238 +$3,712,709 -$56,723,040 -$53,010,331 PLTR, AYI, AUR, AFRM, MSFT 13F-HR 10 Feb 2025, 10:52
Q3 2024 32 $593,611,080 +$938,836 -$14,226,574 -$13,287,738 AYI, AUR, PLTR, CMCSA, MSFT 13F-HR 07 Nov 2024, 10:43
Q2 2024 33 $510,985,483 +$8,631,307 -$220,881 +$8,410,426 AYI, CMCSA, MSFT, SCHW, PLTR 13F-HR 08 Aug 2024, 16:13
Q1 2024 33 $526,632,557 +$5,777,341 -$6,102,665 -$325,324 AYI, CMCSA, MSFT, SCHW, PLTR 13F-HR 07 May 2024, 06:04
Q4 2023 33 $503,703,402 +$7,499,224 -$38,334,211 -$30,834,987 AYI, CMCSA, AUR, AFRM, SCHW 13F-HR 14 Feb 2024, 08:00
Q3 2023 39 $452,320,673 +$8,388,383 $0 +$8,388,383 AYI, CMCSA, MSFT, ATVI, SCHW 13F-HR 13 Nov 2023, 09:44
Q2 2023 38 $450,718,223 +$5,014,900 -$493,277 +$4,521,623 AYI, CMCSA, MSFT, SCHW, AUR 13F-HR 07 Aug 2023, 16:26
Q1 2023 39 $394,472,566 +$5,366,519 -$7,250,624 -$1,884,105 AYI, CMCSA, SCHW, YOU, MSFT 13F-HR 09 May 2023, 17:28
Q4 2022 41 $374,204,409 +$2,761,859 -$2,061,351 +$700,508 AYI, SCHW, CMCSA, YOU, MA 13F-HR 10 Feb 2023, 18:20
Q3 2022 44 $374,785,000 +$25,130,354 -$7,436,220 +$17,694,134 AYI, SCHW, CMCSA, YOU, ATVI 13F-HR 07 Nov 2022, 08:59
Q2 2022 42 $397,986,000 +$688,859 -$2,720,000 -$2,031,141 AYI, CMCSA, SCHW, IAC, ATVI 13F-HR 08 Aug 2022, 10:28
Q1 2022 42 $567,677,000 +$494,000 -$6 +$493,994 AYI, AUR, CMCSA, SCHW, AFRM 13F-HR 05 May 2022, 10:45
Q4 2021 40 $719,746,000 +$119,915,571 -$9,346,612 +$110,568,959 AUR, AYI, AFRM, CMCSA, SCHW 13F-HR 10 Feb 2022, 11:02
Q3 2021 37 $646,074,000 +$68,517,502 -$9,849,829 +$58,667,673 AFRM, CMCSA, AYI, PLTR, YOU 13F-HR 05 Nov 2021, 13:26
Q2 2021 33 $582,484,000 +$104,016,494 -$44,468,574 +$59,547,920 AYI, CMCSA, PLTR, AFRM, YOU 13F-HR 10 Aug 2021, 17:35
Q1 2021 29 $492,200,000 +$156,612,377 -$148,353,493 +$8,258,884 CMCSA, AYI, AFRM, PLTR, SCHW 13F-HR 17 May 2021, 11:28
Q4 2020 25 $458,674,000 +$38,410,234 -$10,181,516 +$28,228,718 PLTR, CARG, CMCSA, SCHW, ATVI 13F-HR 03 Feb 2021, 15:40
Q3 2020 24 $287,164,000 +$84,589,666 -$6,983,000 +$77,606,666 PLTR, CMCSA, CARG, WDAY, ATVI 13F-HR 03 Nov 2020, 16:44
Q2 2020 23 $196,634,000 +$959,000 -$1,054,000 -$95,000 CARG, CMCSA, ATVI, WDAY, SCHW 13F-HR 10 Aug 2020, 13:54
Q1 2020 23 $161,402,000 +$9,773,876 -$28,774,000 -$19,000,124 CARG, CMCSA, SCHW, ATVI, MA 13F-HR 07 May 2020, 17:03
Q4 2019 27 $234,085,000 +$29,762,203 -$18,350,000 +$11,412,203 CARG, SCHW, NEWR, CMCSA, MA 13F-HR 04 Feb 2020, 16:56
Q3 2019 29 $206,075,000 $0 -$34,202,000 -$34,202,000 CARG, SCHW, NEWR, WDAY, MA 13F-HR 06 Nov 2019, 15:18
Q2 2019 33 $255,744,000 +$15,004,455 $0 +$15,004,455 CARG, NEWR, WDAY, SCHW, MA 13F-HR 12 Aug 2019, 15:48
Q1 2019 28 $243,346,000 +$5,500,982 $0 +$5,500,982 CARG, NEWR, SCHW, WDAY, SQ 13F-HR 10 May 2019, 17:19
Q4 2018 28 $203,979,000 +$14,444,000 -$23,056,438 -$8,612,438 CARG, NEWR, SCHW, WDAY, BRKA Restatement 16 May 2019, 15:29
Q3 2018 24 $277,425,000 +$2,611,953 -$76,104,871 -$73,492,918 CARG, NEWR, SCHW, SQ, WDAY 13F-HR 06 Nov 2018, 13:19
Q2 2018 23 $271,041,000 +$3,279,174 -$87,356,661 -$84,077,487 CARG, NEWR, SCHW, WDAY, SQ 13F-HR 30 Jul 2018, 16:08
Q1 2018 22 $362,192,000 +$7,908,771 -$221,000 +$7,687,771 CARG, SCHW, NEWR, WDAY, BRKA 13F-HR 14 May 2018, 16:34
Q4 2017 20 $290,840,000 +$171,374,341 $0 +$171,374,341 CARG, SCHW, NEWR, BRKA, WDAY 13F-HR 12 Feb 2018, 18:16
Q3 2017 18 $112,611,000 $0 $0 $0 SCHW, NEWR, WDAY, BRKA, FRCB 13F-HR 07 Nov 2017, 08:42
Q2 2017 18 $103,781,000 +$1,989,792 -$1,950,047 +$39,745 SCHW, NEWR, WDAY, BRKA, FRCB 13F-HR 08 Aug 2017, 13:08
Q1 2017 21 $94,627,000 +$1,007,545 -$9,251,701 -$8,244,156 SCHW, NEWR, BRKA, WDAY, FRCB 13F-HR 15 May 2017, 11:06
Q4 2016 21 $94,509,000 +$794,435 -$219,276 +$575,159 SCHW, BRKA, NEWR, FRCB, WDAY 13F-HR 14 Feb 2017, 06:07
Q3 2016 21 $93,156,000 +$502,458 -$1,539,087 -$1,036,629 SCHW, NEWR, WDAY, BRKA, FRCB 13F-HR 14 Nov 2016, 06:55
Q2 2016 19 $80,062,000 $0 -$6,000,433 -$6,000,433 SCHW, NEWR, BRKA, WDAY, FRCB 13F-HR 15 Aug 2016, 06:10
Q1 2016 21 $88,453,000 +$15,481,808 -$11,370,000 +$4,111,808 SCHW, NEWR, BRKA, WDAY, MA 13F-HR 16 May 2016, 06:06
Q4 2015 23 $88,882,000 +$11,347,080 -$9,238,179 +$2,108,901 NEWR, SCHW, WDAY, BRKA, LOW 13F-HR 16 Feb 2016, 06:07
Q3 2015 25 $84,083,000 +$784,103 -$5,801,805 -$5,017,702 NEWR, SCHW, BRKA, WDAY, LOW 13F-HR 16 Nov 2015, 06:07
Q2 2015 25 $95,322,000 +$1,429,020 -$3,567,064 -$2,138,044 NEWR, SCHW, LOW, WDAY, BRKA 13F-HR 14 Aug 2015, 06:20
Q1 2015 26 $98,326,000 +$507,497 $0 +$507,497 NEWR, SCHW, LOW, WDAY, BRKA 13F-HR 15 May 2015, 06:09
Q4 2014 25 $97,235,000 +$13,471,082 -$7,757,953 +$5,713,129 NEWR, SCHW, LOW, BRKA, WDAY 13F-HR 17 Feb 2015, 06:06
Q3 2014 27 $86,373,000 +$4,439,707 -$67,669 +$4,372,038 SCHW, WDAY, BRKA, LOW, MA 13F-HR 14 Nov 2014, 06:41
Q2 2014 25 $82,867,000 +$5,403,294 -$262,000 +$5,141,294 WDAY, SCHW, BRKA, LOW, MA 13F-HR 14 Aug 2014, 06:25
Q1 2014 22 $80,689,000 +$17,235,300 -$1,968,249 +$15,267,051 WDAY, SCHW, BRKA, LOW, MA 13F-HR 15 May 2014, 06:49
Q4 2013 19 $70,415,000 $0 $0 $0 WDAY, SCHW, BRKA, LOW, MA 13F-HR 06 Feb 2014, 08:47