ALLEN OPERATIONS LLC Information

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

Report Date: 03/31/2014

Position Statistics

Total Positions 26
New Positions 6
Increased Positions 6
Decreased Positions 5
Positions with Activity 11
Sold Out Positions 3
Total Mkt Value (in $ millions) 78

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

Sector Weighting

Basic Materials
Capital Goods 7.09%
Conglomerates
Consumer Cyclical
Consumer/Non-Cyclical 9.41%
Energy
Financial 36.27%
Healthcare 0.35%
Services 11.98%
Technology 23.25%
Transportation
Utilities

26 Positions as of 03/31/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
SCHWAB CHARLES CORP NEW COM 9,991 New 357,956
WORKDAY INC CL A 8,945 New 111,992
BERKSHIRE HATHAWAY INC DEL CL A 7,896 New 41
LOWES COS INC COM 6,480 New 135,887
MASTERCARD INC CL A 5,077 New 66,630
PROCTER & GAMBLE CO COM 4,621 New 58,300
ENDURANCE INTL GROUP HLDGS INC COM 3,856 3,856 New 280,852
QUALCOMM INC COM 3,327 -69 (2.02) 43,880
FIRST REP BK SAN FRANCISCO CAL COM 3,188 New 67,900
KBR INC COM 2,938 2,938 New 131,200
COCA COLA CO COM 2,679 New 65,854
ARGAN INC COM 2,560 -284 (10) 72,000
GOOGLE INC CL A 2,542 New 4,244
GOOGLE INC CL C 2,507 New 4,244
CASTLIGHT HEALTH INC CL B 2,222 2,222 New 157,372
GROUPON INC COM CL A 2,153 New 336,876
AMERICAN EXPRESS CO COM 1,984 New 21,600
COUPONS COM INC COM 1,685 1,685 New 73,066
TWITTER INC COM 1,267 New 33,415
IAC INTERACTIVECORP COM PAR $.001 716 New 10,754


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