Titelia

Holdings of ALLEN OPERATIONS LLC

34 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.8 % of the equity sleeve

Sector breakdown

  • Technology 32.4 %
  • Financials 15.9 %
  • Communication 8.0 %
  • Energy 2.3 %
  • Consumer staples 1.1 %
  • Industrials 1.1 %
  • Consumer discretionary 0.8 %
  • Health care 0.6 %
  • Unattributed 37.8 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US34656.9M $100.00 %

Positions

RankCompanySharesValueWeight
1Palantir Technologies Inc 1,125,000164.6M $
2Acuity Inc 344,10096.4M $
3Aurora Innovation Inc 10,385,09642.8M $
4Charles Schwab Corp/The 380,21535.7M $
5Affirm Holdings Inc 721,38233.1M $
6Mastercard Inc 65,55332.8M $
7Microsoft Corp 88,38332.7M $
8Berkshire Hathaway Inc 4129.4M $
9iShares Bitcoin Trust ETF 670,20025.7M $
10Alphabet Inc 85,44124.5M $
11Alphabet Inc 83,38024M $
12Clear Secure Inc 367,96517.8M $
13Exxon Mobil Corp 89,90015.3M $
14Workday Inc 111,99214.6M $
15IAC Inc 319,47712.8M $
16Coca-Cola Co/The 99,0547.5M $
17GE Vernova Inc 8,3877.3M $
18Coupang Inc 325,0006.1M $
19Amazon.com Inc 24,4205.1M $
20Meta Platforms Inc 6,7823.9M $
21UnitedHealth Group Inc 13,6333.7M $
22Visa Inc 11,6683.5M $
23Tempus AI Inc 76,6213.5M $
24Berkshire Hathaway Inc 6,9063.3M $
25TransDigm Group Inc 2,7643.2M $
26Paramount Skydance Corp. 181,0471.6M $
27Angi Inc 167,7561.1M $
28Samsara Inc 36,0201.1M $
291stdibs.com Inc 176,826972.5K $
30Astera Labs Inc 6,122671K $
31Recursion Pharmaceuticals Inc 217,657668.2K $
32Blend Labs Inc 344,761586.1K $
33Figma Inc 19,596414.3K $
34Ginkgo Bioworks Holdings Inc 61,951379.8K $