Instuitional Investor - Allen Operations Llc

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Palantir Technologies Inc.	PLTR	1,125,000	$131,253,750	18.19%
2.	Acuity Inc. (De)	AYI	344,100	$129,608,706	17.96%
3.	Aurora Innovation Inc.	AUR	10,385,096	$70,826,355	9.81%
4.	Affirm Holdings Inc.	AFRM	721,382	$58,828,702	8.15%
5.	Schwab Charles Corp	SCHW	380,215	$35,082,438	4.86%