Allen Investment Management, LLC Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$6.5B
Holdings
188
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (188 positions)
| Stock | Value |
|---|---|
UNHUNITEDHEALTH GROUP INC | $368.5M |
VVISA INC | $336.7M |
METAFACEBOOK INC | $324.3M |
MSFTMICROSOFT CORP | $310.6M |
CMCSACOMCAST CORP NEW | $304.9M |
LOWLOWES COS INC | $303.4M |
LHLABORATORY CORP AMER HLDGS | $294.5M |
WWAYFAIR INC | $293.0M |
BABAALIBABA GROUP HLDG LTD | $255.0M |
SCHWSCHWAB CHARLES CORP | $239.4M |
SYYSYSCO CORP | $201.0M |
MCOMOODYS CORP | $160.5M |
NOCNORTHROP GRUMMAN CORP | $115.7M |
SPGIS&P GLOBAL INC | $102.6M |
VEAVANGUARD TAX-MANAGED INTL FD | $102.4M |
VWOVANGUARD INTL EQUITY INDEX F | $94.9M |
NKENIKE INC | $88.8M |
AWNADVANCE AUTO PARTS INC | $69.8M |
FISFIDELITY NATL INFORMATION SV | $61.7M |
VTVANGUARD INTL EQUITY INDEX F | $57.1M |
VTIVANGUARD INDEX FDS | $56.7M |
VXUSVANGUARD STAR FDS | $45.4M |
MDBMONGODB INC | $34.2M |
SPYSPDR S&P 500 ETF TR | $32.4M |
JNJJOHNSON & JOHNSON | $28.1M |
TWTRUSDTWITTER INC | $26.5M |
LBRDALIBERTY BROADBAND CORP | $25.4M |
IXUSISHARES TR | $23.9M |
AMLPALPS ETF TR | $23.6M |
LBRDKLIBERTY BROADBAND CORP | $21.6M |
AAPLAPPLE INC | $21.0M |
TWLOTWILIO INC | $19.9M |
DHRDANAHER CORPORATION | $16.7M |
XYZSQUARE INC | $15.3M |
UNPUNION PAC CORP | $14.5M |
NETCLOUDFLARE INC | $13.7M |
PYPLPAYPAL HLDGS INC | $13.5M |
WDAYWORKDAY INC | $13.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $12.8M |
WMTWALMART INC | $12.5M |
FISVFISERV INC | $11.6M |
ADBEADOBE SYSTEMS INCORPORATED | $10.4M |
SPOTSPOTIFY TECHNOLOGY S A | $9.9M |
ACWIISHARES TR | $9.8M |
UBERUBER TECHNOLOGIES INC | $9.1M |
AGGISHARES TR | $9.0M |
VCSHVANGUARD SCOTTSDALE FDS | $8.9M |
PGPROCTER AND GAMBLE CO | $8.7M |
CRMSALESFORCE COM INC | $8.5M |
ILMNILLUMINA INC | $8.4M |
SUBISHARES TR | $8.2M |
BSVVANGUARD BD INDEX FDS | $7.9M |
NDQINVESCO QQQ TR | $7.9M |
ETSYETSY INC | $7.8M |
TEAMATLASSIAN CORP PLC | $7.2M |
MMM3M CO | $6.9M |
MAMASTERCARD INCORPORATED | $6.2M |
GDGENERAL DYNAMICS CORP | $6.2M |
MDLZMONDELEZ INTL INC | $5.2M |
PLTRPALANTIR TECHNOLOGIES INC | $5.0M |
KOCOCA COLA CO | $4.8M |
SHMSPDR SER TR | $4.7M |
AQLTISHARES TR | $4.5M |
ARCCARES CAPITAL CORP | $4.2M |
BXBLACKSTONE GROUP INC | $4.0M |
JDJD.COM INC | $3.6M |
ITOTISHARES TR | $3.6M |
EFAISHARES TR | $3.3M |
GBDCGOLUB CAP BDC INC | $3.3M |
MTCHMATCH GROUP INC NEW | $3.1M |
VOOVANGUARD INDEX FDS | $2.9M |
KMXCARMAX INC | $2.6M |
ITMVANECK VECTORS ETF TR | $2.6M |
BAMBROOKFIELD ASSET MGMT INC | $2.5M |
GEGENERAL ELECTRIC CO | $2.4M |
IWDISHARES TR | $2.4M |
IEMGISHARES INC | $2.1M |
—IAC INTERACTIVECORP NEW | $2.0M |
COUPEURCOUPA SOFTWARE INC | $1.9M |
AQLTISHARES TR | $1.9M |
GQ9SPDR GOLD TR | $1.9M |
BIVVANGUARD BD INDEX FDS | $1.9M |
IJRISHARES TR | $1.8M |
AYIACUITY BRANDS INC | $1.7M |
PANWPALO ALTO NETWORKS INC | $1.7M |
JPMJPMORGAN CHASE & CO | $1.6M |
IWMISHARES TR | $1.5M |
CARGCARGURUS INC | $1.4M |
ABTABBOTT LABS | $1.4M |
AVGOBROADCOM INC | $1.3M |
ADSKAUTODESK INC | $1.2M |
ALCOALICO INC | $1.2M |
IWVISHARES TR | $1.1M |
OEFISHARES TR | $1.1M |
DOVDOVER CORP | $1.1M |
TMETENCENT MUSIC ENTMT GROUP | $1.0M |
HDHOME DEPOT INC | $1.0M |
BLKCHFBLACKROCK INC | $965K |
MCDMCDONALDS CORP | $954K |
DCIDONALDSON INC | $931K |
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