JOBY β€” JOBY AVIATION INC

Ownership history in ALLEN OPERATIONS LLC  Β·  18 quarters on record

This page tracks every 13F SEC filing in which ALLEN OPERATIONS LLC reported a position in JOBY AVIATION INC (JOBY). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
3.55% (2023 Q2)
πŸ“Š Avg. % of fund
2.02%
πŸ“… First filed
2021 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
18

Position Intelligence

ALLEN OPERATIONS LLC Γ— JOBY AI Analytics

πŸ“ˆ ALLEN OPERATIONS LLC outperformed the S&P 500 by +22.9% annually on this JOBY position. Average cost basis: $10.06. Maximum drawdown during holding period: –66.7%.

πŸ“ˆ Position Alpha vs SPY
+22.9%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 22.9% per year on this position.
17 quarters analyzed

πŸ’° Entry Quality
$10.06
+31.2% vs current ($13.20)

Best entry: $10.06 (2021 Q3)  Β·  Worst: $10.06 (2021 Q3)

πŸ›‘οΈ Drawdown Resilience
–66.7%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
100%
buy-side decisions

1 add Β· 0 trims. Bought during 0 of 11 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ ALLEN OPERATIONS LLC has been actively increasing its JOBY allocation β€” a bullish signal from insiders.
Currently 2.57% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    JOBY price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 1,557,888 β€” 0% 2.57% $20.6M $13.20
2025 Q3 UNCHANGED 1,557,888 β€” 0% 3.00% $25.1M $16.14
2025 Q2 UNCHANGED 1,557,888 β€” 0% 2.26% $16.4M $10.55
2025 Q1 UNCHANGED 1,557,888 β€” 0% 1.54% $9.4M $6.02
2024 Q4 UNCHANGED 1,557,888 β€” 0% 2.01% $12.7M $8.13
2024 Q3 UNCHANGED 1,557,888 β€” 0% 1.32% $7.8M $5.03
2024 Q2 UNCHANGED 1,557,888 β€” 0% 1.55% $7.9M $5.10
2024 Q1 UNCHANGED 1,557,888 β€” 0% 1.59% $8.4M $5.36
2023 Q4 UNCHANGED 1,557,888 β€” 0% 2.06% $10.4M $6.65
2023 Q3 UNCHANGED 1,557,888 β€” 0% 2.22% $10.0M $6.45
8 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
← Back to ALLEN OPERATIONS LLC Holdings