Allen Investment Management, LLC Q2 2024 Filing
Filed August 8, 2024
Portfolio Value
$8.2B
Holdings
215
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (215 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $883.5M |
SCHWSCHWAB CHARLES CORP | $642.0M |
AMZNAMAZON COM INC | $636.8M |
GOOGALPHABET INC | $600.8M |
VVISA INC | $549.2M |
UNHUNITEDHEALTH GROUP INC | $521.8M |
SPGIS&P GLOBAL INC | $427.2M |
MCOMOODYS CORP | $422.5M |
UBERUBER TECHNOLOGIES INC | $389.8M |
DHRDANAHER CORPORATION | $344.0M |
LOWLOWES COS INC | $188.9M |
VTIVANGUARD INDEX FDS | $159.2M |
SLBSCHLUMBERGER LTD | $136.4M |
VEAVANGUARD TAX-MANAGED FDS | $122.6M |
VOOVANGUARD INDEX FDS | $121.4M |
NOWSERVICENOW INC | $97.9M |
COINCOINBASE GLOBAL INC | $79.6M |
NVDANVIDIA CORPORATION | $73.0M |
CPCANADIAN PACIFIC KANSAS CITY | $71.2M |
VWOVANGUARD INTL EQUITY INDEX F | $66.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $64.2M |
AMLPALPS ETF TR | $63.1M |
ITOTISHARES TR | $63.1M |
AAPLAPPLE INC | $61.0M |
SPYSPDR S&P 500 ETF TR | $60.2M |
NFLXNETFLIX INC | $53.2M |
MAMASTERCARD INCORPORATED | $53.2M |
ARCCARES CAPITAL CORP | $37.1M |
WDAYWORKDAY INC | $36.4M |
METAMETA PLATFORMS INC | $36.4M |
PANWPALO ALTO NETWORKS INC | $36.1M |
GBDCGOLUB CAP BDC INC | $35.3M |
ASMLASML HOLDING N V | $35.3M |
JPMJPMORGAN CHASE & CO. | $34.3M |
WWAYFAIR INC | $34.0M |
VTEBVANGUARD MUN BD FDS | $33.9M |
MLB1MERCADOLIBRE INC | $32.1M |
SNOWSNOWFLAKE INC | $31.7M |
MDBMONGODB INC | $31.6M |
CRWDCROWDSTRIKE HLDGS INC | $31.4M |
CRMSALESFORCE INC | $31.3M |
NDQINVESCO QQQ TR | $30.7M |
VXUSVANGUARD STAR FDS | $30.2M |
IXUSISHARES TR | $27.0M |
JNJJOHNSON & JOHNSON | $24.8M |
AQLTISHARES TR | $24.8M |
INTUINTUIT | $23.9M |
IWBISHARES TR | $22.6M |
NETCLOUDFLARE INC | $21.1M |
VCSHVANGUARD SCOTTSDALE FDS | $20.9M |
GOOGLALPHABET INC | $20.1M |
VCITVANGUARD SCOTTSDALE FDS | $18.1M |
GQ9SPDR GOLD TR | $16.8M |
DUOLDUOLINGO INC | $16.4M |
VGSHVANGUARD SCOTTSDALE FDS | $16.4M |
EFAISHARES TR | $16.1M |
SHOPSHOPIFY INC | $16.1M |
KOCOCA COLA CO | $16.0M |
TSLXSIXTH STREET SPECIALTY LENDI | $15.3M |
NUNU HLDGS LTD | $13.1M |
WMTWALMART INC | $13.1M |
VTVANGUARD INTL EQUITY INDEX F | $12.8M |
ACWIISHARES TR | $12.6M |
ANETEURARISTA NETWORKS INC | $12.2M |
XLESELECT SECTOR SPDR TR | $11.8M |
PGPROCTER AND GAMBLE CO | $11.7M |
VEEVVEEVA SYS INC | $11.7M |
IWVISHARES TR | $10.9M |
GDGENERAL DYNAMICS CORP | $9.9M |
ADBEADOBE INC | $9.8M |
APOAPOLLO GLOBAL MGMT INC | $9.2M |
IWFISHARES TR | $9.2M |
EEMISHARES TR | $8.4M |
PWRQUANTA SVCS INC | $8.1M |
VIGVANGUARD SPECIALIZED FUNDS | $7.9M |
CARGCARGURUS INC | $6.8M |
IJRISHARES TR | $6.7M |
GEVGE VERNOVA INC | $6.5M |
DDOGDATADOG INC | $6.3M |
AMDADVANCED MICRO DEVICES INC | $6.2M |
MDLZMONDELEZ INTL INC | $6.1M |
SYYSYSCO CORP | $6.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $6.1M |
SPSBSPDR SER TR | $6.1M |
CMCSACOMCAST CORP NEW | $6.0M |
PLTRPALANTIR TECHNOLOGIES INC | $5.9M |
LLYELI LILLY & CO | $5.9M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $5.6M |
HUBSHUBSPOT INC | $5.5M |
HDHOME DEPOT INC | $5.5M |
BXSLBLACKSTONE SECD LENDING FD | $5.4M |
AVGOBROADCOM INC | $5.3M |
MCDMCDONALDS CORP | $5.0M |
AFRMAFFIRM HLDGS INC | $4.9M |
ABNBAIRBNB INC | $4.6M |
MRKMERCK & CO INC | $4.5M |
VFHVANGUARD WORLD FD | $4.4M |
AGXARGAN INC | $4.4M |
TEAMATLASSIAN CORPORATION | $4.0M |
CPNGCOUPANG INC | $3.6M |
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