Allen Investment Management, LLC Q3 2021 Filing
Filed November 5, 2021
Portfolio Value
$7.3B
Holdings
201
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (201 positions)
| Stock | Value |
|---|---|
GOOGALPHABET INC | $576.9M |
METAFACEBOOK INC | $455.1M |
AMZNAMAZON COM INC | $446.6M |
CHTRCHARTER COMMUNICATIONS INC N | $431.3M |
UNHUNITEDHEALTH GROUP INC | $408.6M |
SCHWSCHWAB CHARLES CORP | $406.5M |
VVISA INC | $393.0M |
MSFTMICROSOFT CORP | $391.9M |
LOWLOWES COS INC | $337.6M |
CMCSACOMCAST CORP NEW | $331.5M |
NOCNORTHROP GRUMMAN CORP | $272.9M |
WWAYFAIR INC | $206.0M |
SYYSYSCO CORP | $194.9M |
MCOMOODYS CORP | $190.2M |
ORLYOREILLY AUTOMOTIVE INC | $164.4M |
BABAALIBABA GROUP HLDG LTD | $132.8M |
AWNADVANCE AUTO PARTS INC | $130.1M |
SPGIS&P GLOBAL INC | $124.8M |
VEAVANGUARD TAX-MANAGED INTL FD | $115.2M |
COINCOINBASE GLOBAL INC | $97.7M |
VWOVANGUARD INTL EQUITY INDEX F | $96.8M |
BKNGBOOKING HOLDINGS INC | $95.0M |
NOWSERVICENOW INC | $74.5M |
CP.TOCANADIAN PAC RY LTD | $74.2M |
UNPUNION PAC CORP | $73.9M |
VTIVANGUARD INDEX FDS | $69.3M |
MDBMONGODB INC | $60.3M |
FISFIDELITY NATL INFORMATION SV | $58.0M |
VXUSVANGUARD STAR FDS | $52.2M |
VTVANGUARD INTL EQUITY INDEX F | $49.9M |
SPYSPDR S&P 500 ETF TR | $31.4M |
LBRDALIBERTY BROADBAND CORP | $30.3M |
SNOWSNOWFLAKE INC | $27.0M |
JNJJOHNSON & JOHNSON | $26.3M |
AMLPALPS ETF TR | $25.8M |
TWTRUSDTWITTER INC | $25.2M |
LBRDKLIBERTY BROADBAND CORP | $24.9M |
IXUSISHARES TR | $24.9M |
AAPLAPPLE INC | $24.8M |
DHRDANAHER CORPORATION | $22.6M |
NETCLOUDFLARE INC | $22.0M |
VCSHVANGUARD SCOTTSDALE FDS | $20.8M |
GOOGLALPHABET INC | $20.7M |
MLB1MERCADOLIBRE INC | $19.1M |
TWLOTWILIO INC | $18.7M |
SHOPSHOPIFY INC | $16.2M |
XYZSQUARE INC | $16.1M |
PYPLPAYPAL HLDGS INC | $14.5M |
TEAMATLASSIAN CORP PLC | $14.5M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $14.0M |
ASMLASML HOLDING N V | $13.7M |
WDAYWORKDAY INC | $13.6M |
ADBEADOBE SYSTEMS INCORPORATED | $12.6M |
ACWIISHARES TR | $11.8M |
NVDANVIDIA CORPORATION | $11.8M |
CRMSALESFORCE COM INC | $11.6M |
NFLXNETFLIX INC | $11.1M |
MCHIISHARES TR | $10.3M |
PGPROCTER AND GAMBLE CO | $9.2M |
BSVVANGUARD BD INDEX FDS | $9.2M |
AGGISHARES TR | $9.0M |
ILMNILLUMINA INC | $8.9M |
NDQINVESCO QQQ TR | $8.8M |
WMTWALMART INC | $8.8M |
SUBISHARES TR | $8.2M |
ETSYETSY INC | $8.0M |
UBERUBER TECHNOLOGIES INC | $7.7M |
NKENIKE INC | $7.7M |
GDGENERAL DYNAMICS CORP | $6.7M |
MMM3M CO | $6.2M |
BXBLACKSTONE INC | $6.2M |
MAMASTERCARD INCORPORATED | $6.1M |
MDLZMONDELEZ INTL INC | $5.2M |
VOTEENGINE NO 1 ETF TRUST | $5.1M |
KOCOCA COLA CO | $4.8M |
ARCCARES CAPITAL CORP | $4.7M |
SHMSPDR SER TR | $4.7M |
AQLTISHARES TR | $4.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.1M |
ITOTISHARES TR | $3.9M |
VOOVANGUARD INDEX FDS | $3.6M |
GBDCGOLUB CAP BDC INC | $3.6M |
MTCHMATCH GROUP INC NEW | $3.5M |
EFAISHARES TR | $3.4M |
JDJD.COM INC | $3.1M |
ITMVANECK ETF TRUST | $2.6M |
BAMBROOKFIELD ASSET MGMT INC | $2.5M |
IWDISHARES TR | $2.5M |
PANWPALO ALTO NETWORKS INC | $2.5M |
PLTRPALANTIR TECHNOLOGIES INC | $2.4M |
APPAPPLOVIN CORP | $2.4M |
IEMGISHARES INC | $2.2M |
BANDBANDWIDTH INC | $2.0M |
COUPEURCOUPA SOFTWARE INC | $2.0M |
AQLTISHARES TR | $1.9M |
GQ9SPDR GOLD TR | $1.9M |
CARGCARGURUS INC | $1.9M |
AYIACUITY BRANDS INC | $1.8M |
BIVVANGUARD BD INDEX FDS | $1.8M |
KMXCARMAX INC | $1.8M |
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