ALLEN OPERATIONS LLC Information

711 FIFTH AVENUE, NEW YORK, New York, 10022, (212) 339-2637

Report Date: 12/31/2014

Position Statistics

Total Positions 30
New Positions 3
Increased Positions 6
Decreased Positions 10
Positions with Activity 16
Sold Out Positions 5
Total Mkt Value (in $ millions) 98

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials 3.08%
Capital Goods 4.56%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.72%
Energy
Financial 31.58%
Healthcare 0.29%
Services 13.37%
Technology 18.69%
Transportation
Utilities

30 Positions as of 12/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
NEW RELIC INC COM 12,618 12,618 New 371,108
SCHWAB CHARLES CORP NEW COM 10,866 -1 (0.01) 357,907
LOWES COS INC COM 10,162 -3 (0.03) 135,852
WORKDAY INC CL A 9,647 New 111,992
BERKSHIRE HATHAWAY INC DEL CL A 9,008 New 41
MASTERCARD INC CL A 5,936 94 1.61 67,704
ENDURANCE INTL GROUP HLDGS INC COM 5,288 New 280,852
FIRST REP BK SAN FRANCISCO CAL COM 5,143 New 89,655
RUBICON PROJ INC COM 3,263 New 181,496
QUALCOMM INC COM 3,022 New 43,880
MONSANTO CO NEW COM 3,016 64 2.17 26,605
COCA COLA CO COM 2,668 New 65,854
ARGAN INC COM 2,573 New 72,000
GROUPON INC COM CL A 2,502 -1 (0.02) 336,800
GOOGLE INC CL A 2,381 New 4,244
GOOGLE INC CL C 2,343 New 4,244
TWITTER INC COM 1,946 New 39,003
KBR INC COM 1,893 New 131,200
CASTLIGHT HEALTH INC CL B 1,229 New 157,372
COUPONS COM INC COM 845 New 73,066