Instuitional Investor - Allen Operations Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Palantir Technologies Inc.	PLTR	1,200,000	$163,584,000	22.5%
2.	Acuity Inc. (De)	AYI	344,100	$102,658,794	14.12%
3.	Aurora Innovation Inc		10,385,096	$54,417,903	7.49%
4.	Affirm Holdings Inc.	AFRM	721,382	$49,876,352	6.86%
5.	Microsoft Corp	MSFT	88,383	$43,962,588	6.05%