Allen Investment Management, LLC Q3 2018 Filing
Filed November 6, 2018
Portfolio Value
$2.9B
Holdings
184
Report Date
Q3 2018
Filing Type
13F-HR
All Holdings (184 positions)
| Stock | Value |
|---|---|
MSFTMICROSOFT CORP | $178.3M |
WWAYFAIR INC | $169.1M |
GOOGALPHABET INC | $165.8M |
T7DTRANSDIGM GROUP INC | $160.1M |
—LABORATORY CORP AMER HLDGS | $146.6M |
AWNADVANCE AUTO PARTS INC | $141.4M |
CHTRCHARTER COMMUNICATIONS INC N | $131.9M |
LOWLOWES COS INC | $126.8M |
CMCSACOMCAST CORP NEW | $122.9M |
BKNGBOOKING HLDGS INC | $104.5M |
MCOMOODYS CORP | $96.8M |
METAFACEBOOK INC | $90.3M |
SYYSYSCO CORP | $84.7M |
EQIXEQUINIX INC | $72.6M |
VXUSVANGUARD STAR FD | $61.9M |
SCHWSCHWAB CHARLES CORP NEW | $59.3M |
NOWSERVICENOW INC | $51.6M |
SHWSHERWIN WILLIAMS CO | $51.4M |
DHRDANAHER CORP DEL | $50.7M |
ABGAMERISOURCEBERGEN CORP | $48.3M |
VTVANGUARD INTL EQUITY INDEX F | $46.9M |
BUDANHEUSER BUSCH INBEV SA/NV | $44.4M |
FISVFISERV INC | $39.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $38.3M |
VEAVANGUARD TAX MANAGED INTL FD | $36.4M |
SPGIS&P GLOBAL INC | $34.4M |
VEUVANGUARD INTL EQUITY INDEX F | $34.0M |
IEMGISHARES INC | $33.9M |
AMLPUSDALPS ETF TR | $25.0M |
MUBISHARES TR | $24.0M |
VTIVANGUARD INDEX FDS | $23.9M |
JNJJOHNSON & JOHNSON | $23.5M |
VWOVANGUARD INTL EQUITY INDEX F | $20.3M |
UNHUNITEDHEALTH GROUP INC | $17.8M |
IQVIQVIA HLDGS INC | $17.1M |
AMZNAMAZON COM INC | $15.1M |
TWTRUSDTWITTER INC | $11.5M |
NFLXNETFLIX INC | $11.1M |
VCSHVANGUARD SCOTTSDALE FDS | $10.9M |
—IHS MARKIT LTD | $10.2M |
LBRDALIBERTY BROADBAND CORP | $10.0M |
ABMDEURABIOMED INC | $9.8M |
VCITVANGUARD SCOTTSDALE FDS | $9.8M |
GOOGLALPHABET INC | $9.5M |
MDBMONGODB INC | $8.5M |
BSVVANGUARD BD INDEX FD INC | $8.0M |
BABAALIBABA GROUP HLDG LTD | $7.6M |
—TORTOISE MLP FD INC | $6.9M |
SPYSPDR S&P 500 ETF TR | $6.8M |
GEGENERAL ELECTRIC CO | $6.3M |
VGKVANGUARD INTL EQUITY INDEX F | $6.1M |
KYNKAYNE ANDERSN MLP MIDS INVT | $5.7M |
EMOCLEARBRIDGE ENERGY MLP FD IN | $5.6M |
VBRVANGUARD INDEX FDS | $5.4M |
TYGEURTORTOISE ENERGY INFRA CORP | $5.3M |
USFDUS FOODS HLDG CORP | $4.8M |
WDAYWORKDAY INC | $4.7M |
AAPLAPPLE INC | $4.6M |
WMTWALMART INC | $4.5M |
MMM3M CO | $4.3M |
HDHOME DEPOT INC | $4.2M |
KOCOCA COLA CO | $3.9M |
DEODIAGEO P L C | $3.8M |
PGPROCTER AND GAMBLE CO | $3.8M |
ULUNILEVER PLC | $3.8M |
LBTYBLIBERTY GLOBAL PLC | $3.7M |
ARCCARES CAP CORP | $3.7M |
BIVVANGUARD BD INDEX FD INC | $3.5M |
PRLBPROTO LABS INC | $3.4M |
PANWPALO ALTO NETWORKS INC | $3.3M |
ETSYETSY INC | $3.3M |
WMSADVANCED DRAIN SYS INC DEL | $3.3M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.2M |
EXPEEXPEDIA GROUP INC | $3.2M |
ATVIEURACTIVISION BLIZZARD INC | $3.1M |
CRMSALESFORCE COM INC | $2.9M |
IWDISHARES TR | $2.6M |
ADBEADOBE SYS INC | $2.6M |
COUPEURCOUPA SOFTWARE INC | $2.6M |
VVISA INC | $2.5M |
MDLZMONDELEZ INTL INC | $2.4M |
FOSLFOSSIL GROUP INC | $2.2M |
PYPLPAYPAL HLDGS INC | $2.2M |
NVDANVIDIA CORP | $2.2M |
EAELECTRONIC ARTS INC | $2.2M |
MLB1MERCADOLIBRE INC | $2.2M |
PAYCPAYCOM SOFTWARE INC | $2.0M |
BXUSDBLACKSTONE GROUP L P | $2.0M |
MAMASTERCARD INCORPORATED | $1.9M |
XYZSQUARE INC | $1.9M |
SUBISHARES TR | $1.8M |
SHMSPDR SER TR | $1.8M |
BIDUNBAIDU INC | $1.7M |
—THIRD PT REINS LTD | $1.6M |
ACWIISHARES TR | $1.6M |
IXUSISHARES TR | $1.6M |
NEOGNEOGEN CORP | $1.5M |
JDJD COM INC | $1.4M |
NKTREURNEKTAR THERAPEUTICS | $1.4M |
INCYINCYTE CORP | $1.4M |
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