ALLEN OPERATIONS LLC Information

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

Report Date: 12/31/2013

Position Statistics

Total Positions 25
New Positions 3
Increased Positions 5
Decreased Positions 7
Positions with Activity 12
Sold Out Positions 5
Total Mkt Value (in $ millions) 68

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

Sector Weighting

Basic Materials
Capital Goods 3.19%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 10.92%
Energy
Financial 40.8%
Healthcare
Services 13.96%
Technology 28.92%
Transportation
Utilities

25 Positions as of 12/31/2013

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB CHARLES CORP NEW COM 9,679 51 .53 357,956
WORKDAY INC CL A 8,937 New 111,992
BERKSHIRE HATHAWAY INC DEL CL A 7,816 New 41
LOWES COS INC COM 6,360 New 135,887
MASTERCARD INC CL A 4,939 -36 (0.73) 66,630
PROCTER & GAMBLE CO COM 4,767 New 58,300
QUALCOMM INC COM 3,642 1,202 49.28 44,785
FIRST REP BK SAN FRANCISCO CAL COM 3,536 New 67,900
COCA COLA CO COM 2,682 New 65,854
GROUPON INC COM CL A 2,496 -34 (1.36) 336,876
GOOGLE INC CL A 2,306 New 4,244
GOOGLE INC CL C 2,275 New 4,244
ARGAN INC COM 2,177 New 80,000
AMERICAN EXPRESS CO COM 1,862 New 21,600
MEDASSETS INC COM 1,831 New 75,000
TWITTER INC COM 1,504 1,504 New 33,415
IAC INTERACTIVECORP COM PAR $.001 738 New 10,754
MCDONALDS CORP COM 461 New 4,600
REMARK MEDIA INC COM 128 128 New 25,301
RITE AID CORP COM 76 76 New 10,604