Allen Investment Management, LLC Q1 2019 Filing
Filed May 10, 2019
Portfolio Value
$3.2B
Holdings
191
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (191 positions)
| Stock | Value |
|---|---|
WWAYFAIR INC | $172.9M |
AWNADVANCE AUTO PARTS INC | $167.0M |
CMCSACOMCAST CORP NEW | $163.8M |
MSFTMICROSOFT CORP | $163.8M |
T7DTRANSDIGM GROUP INC | $162.4M |
CHTRCHARTER COMMUNICATIONS INC N | $154.7M |
—LABORATORY CORP AMER HLDGS | $146.2M |
USFDUS FOODS HLDG CORP | $140.6M |
LOWLOWES COS INC | $138.7M |
METAFACEBOOK INC | $123.3M |
UNHUNITEDHEALTH GROUP INC | $114.0M |
MCOMOODYS CORP | $107.6M |
VXUSVANGUARD STAR FD | $89.6M |
SYYSYSCO CORP | $79.9M |
SCHWTHE CHARLES SCHWAB CORPORATI | $57.0M |
NOWSERVICENOW INC | $50.8M |
AMLPUSDALPS ETF TR | $42.7M |
EQIXEQUINIX INC | $41.5M |
IXUSISHARES TR | $41.2M |
FISVFISERV INC | $41.0M |
SPGIS&P GLOBAL INC | $37.3M |
VEAVANGUARD TAX MANAGED INTL FD | $30.9M |
SHWSHERWIN WILLIAMS CO | $24.8M |
JNJJOHNSON & JOHNSON | $22.7M |
VTIVANGUARD INDEX FDS | $22.6M |
ATVIEURACTIVISION BLIZZARD INC | $19.0M |
VWOVANGUARD INTL EQUITY INDEX F | $18.2M |
IQVIQVIA HLDGS INC | $17.7M |
MDBMONGODB INC | $14.1M |
TWTRUSDTWITTER INC | $13.2M |
NFLXNETFLIX INC | $12.0M |
BABAALIBABA GROUP HLDG LTD | $11.6M |
LBRDALIBERTY BROADBAND CORP | $11.2M |
DHRDANAHER CORPORATION | $11.0M |
UTXZUNITED TECHNOLOGIES CORP | $10.4M |
SPYSPDR S&P 500 ETF TR | $9.3M |
VEUVANGUARD INTL EQUITY INDEX F | $9.2M |
GEGENERAL ELECTRIC CO | $8.3M |
IEMGISHARES INC | $7.4M |
WDAYWORKDAY INC | $7.3M |
BSVVANGUARD BD INDEX FD INC | $7.3M |
EMOCLEARBRIDGE MLP AND MIDSTRM | $7.2M |
KYNKAYNE ANDERSN MLP MIDS INVT | $7.1M |
VCSHVANGUARD SCOTTSDALE FDS | $7.1M |
—TORTOISE MIDSTRM ENERGY FD I | $6.9M |
TYGEURTORTOISE ENERGY INFRA CORP | $6.9M |
ABMDEURABIOMED INC | $6.3M |
AQLTISHARES TR | $6.1M |
WMTWALMART INC | $6.0M |
ACWXISHARES TR | $5.8M |
VGKVANGUARD INTL EQUITY INDEX F | $5.8M |
ADBEADOBE INC | $5.6M |
—IHS MARKIT LTD | $5.6M |
VBRVANGUARD INDEX FDS | $5.0M |
PGPROCTER AND GAMBLE CO | $5.0M |
DEODIAGEO P L C | $4.6M |
LBTYBLIBERTY GLOBAL PLC | $4.5M |
MMM3M CO | $4.3M |
PYPLPAYPAL HLDGS INC | $4.0M |
KOCOCA COLA CO | $4.0M |
CRMSALESFORCE COM INC | $4.0M |
ULUNILEVER PLC | $4.0M |
SPOTSPOTIFY TECHNOLOGY S A | $3.9M |
AAPLAPPLE INC | $3.8M |
SHMSPDR SER TR | $3.8M |
VVISA INC | $3.7M |
SUBISHARES TR | $3.7M |
ARCCARES CAP CORP | $3.7M |
NDQINVESCO QQQ TR | $3.7M |
PANWPALO ALTO NETWORKS INC | $3.6M |
MAMASTERCARD INC | $3.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $3.1M |
COUPEURCOUPA SOFTWARE INC | $3.0M |
XYZSQUARE INC | $2.7M |
MDLZMONDELEZ INTL INC | $2.7M |
DATATABLEAU SOFTWARE INC | $2.7M |
EXPEEXPEDIA GROUP INC | $2.7M |
BIDUNBAIDU INC | $2.7M |
SHOPSHOPIFY INC | $2.6M |
IWDISHARES TR | $2.6M |
ILMNILLUMINA INC | $2.5M |
ITOTISHARES TR | $2.5M |
CGNXCOGNEX CORP | $2.3M |
BIVVANGUARD BD INDEX FD INC | $2.3M |
PAYCPAYCOM SOFTWARE INC | $2.3M |
BUDANHEUSER BUSCH INBEV SA/NV | $2.1M |
VEEVVEEVA SYS INC | $1.9M |
BXUSDBLACKSTONE GROUP L P | $1.8M |
ACWIISHARES TR | $1.8M |
INCYINCYTE CORP | $1.6M |
—OAKTREE CAP GROUP LLC | $1.4M |
—THIRD PT REINS LTD | $1.3M |
ISIIONIS PHARMACEUTICALS INC | $1.3M |
KKRKKR & CO INC | $1.2M |
APOAPOLLO GLOBAL MGMT LLC | $1.2M |
IWMISHARES TR | $1.1M |
CGCARLYLE GROUP L P | $953K |
RPVINVESCO EXCHANGE TRADED FD T | $951K |
ABTABBOTT LABS | $945K |
MRKMERCK & CO INC | $930K |
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