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 3.25%
Capital Goods 4.54%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 2.9%
Energy
Financial 31.27%
Healthcare 0.28%
Services 13.46%
Technology 18.72%
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 12,788 12,788 New 371,108
SCHWAB CHARLES CORP NEW COM 10,501 -1 (0.01) 357,907
LOWES COS INC COM 10,065 -3 (0.03) 135,852
WORKDAY INC CL A 9,575 New 111,992
BERKSHIRE HATHAWAY INC DEL CL A 9,068 New 41
MASTERCARD INC CL A 6,102 97 1.61 67,704
ENDURANCE INTL GROUP HLDGS INC COM 5,229 New 280,852
FIRST REP BK SAN FRANCISCO CAL COM 5,110 New 89,655
RUBICON PROJ INC COM 3,418 New 181,496
MONSANTO CO NEW COM 3,204 68 2.17 26,605
QUALCOMM INC COM 3,182 New 43,880
COCA COLA CO COM 2,851 New 65,854
GROUPON INC COM CL A 2,755 -1 (0.02) 336,800
GOOGLE INC CL A 2,388 New 4,244
GOOGLE INC CL C 2,370 New 4,244
ARGAN INC COM 2,335 New 72,000
KBR INC COM 2,137 New 131,200
TWITTER INC COM 1,875 New 39,003
CASTLIGHT HEALTH INC CL B 1,147 New 157,372
COUPONS COM INC COM 712 New 73,066