Allen Investment Management, LLC Q4 2020 Filing
Filed February 3, 2021
Portfolio Value
$5.9B
Holdings
186
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (186 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $430.7M |
GOOGALPHABET INC | $398.1M |
CHTRCHARTER COMMUNICATIONS INC N | $375.7M |
UNHUNITEDHEALTH GROUP INC | $340.0M |
VVISA INC | $331.3M |
MSFTMICROSOFT CORP | $303.4M |
CMCSACOMCAST CORP NEW | $284.9M |
METAFACEBOOK INC | $266.7M |
LOWLOWES COS INC | $247.1M |
BABAALIBABA GROUP HLDG LTD | $240.6M |
—LABORATORY CORP AMER HLDGS | $237.2M |
WWAYFAIR INC | $210.2M |
SYYSYSCO CORP | $186.0M |
MCOMOODYS CORP | $156.2M |
SCHWSCHWAB CHARLES CORP | $135.8M |
ORLYOREILLY AUTOMOTIVE INC | $122.5M |
NKENIKE INC | $109.0M |
BKNGBOOKING HOLDINGS INC | $102.9M |
SPGIS&P GLOBAL INC | $96.7M |
VEAVANGUARD TAX-MANAGED INTL FD | $94.7M |
VWOVANGUARD INTL EQUITY INDEX F | $87.8M |
NOCNORTHROP GRUMMAN CORP | $85.1M |
NOWSERVICENOW INC | $76.3M |
VTVANGUARD INTL EQUITY INDEX F | $54.3M |
VTIVANGUARD INDEX FDS | $47.2M |
MDBMONGODB INC | $46.0M |
SPYSPDR S&P 500 ETF TR | $39.9M |
VXUSVANGUARD STAR FDS | $39.9M |
AWNADVANCE AUTO PARTS INC | $35.3M |
FISFIDELITY NATL INFORMATION SV | $34.5M |
SHWSHERWIN WILLIAMS CO | $29.9M |
JNJJOHNSON & JOHNSON | $27.6M |
LBRDALIBERTY BROADBAND CORP | $27.6M |
LBRDKLIBERTY BROADBAND CORP | $22.8M |
AAPLAPPLE INC | $22.8M |
TWTRUSDTWITTER INC | $22.6M |
BXBLACKSTONE GROUP INC | $21.4M |
AMLPALPS ETF TR | $19.9M |
TWLOTWILIO INC | $19.8M |
EQIXEQUINIX INC | $19.3M |
IXUSISHARES TR | $17.9M |
MLB1MERCADOLIBRE INC | $17.6M |
DHRDANAHER CORPORATION | $16.5M |
NETCLOUDFLARE INC | $14.9M |
GOOGLALPHABET INC | $14.1M |
XYZSQUARE INC | $12.4M |
PYPLPAYPAL HLDGS INC | $12.3M |
WMTWALMART INC | $12.1M |
SHOPSHOPIFY INC | $11.6M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $11.6M |
WDAYWORKDAY INC | $11.4M |
FISVFISERV INC | $11.2M |
ADBEADOBE SYSTEMS INCORPORATED | $10.5M |
SPOTSPOTIFY TECHNOLOGY S A | $9.8M |
T7DTRANSDIGM GROUP INC | $9.6M |
AGGISHARES TR | $9.3M |
VCSHVANGUARD SCOTTSDALE FDS | $8.9M |
PGPROCTER AND GAMBLE CO | $8.9M |
NFLXNETFLIX INC | $8.8M |
CRMSALESFORCE COM INC | $8.7M |
ACWIISHARES TR | $8.7M |
UBERUBER TECHNOLOGIES INC | $8.4M |
SUBISHARES TR | $8.2M |
NDQINVESCO QQQ TR | $7.7M |
ASMLASML HOLDING N V | $7.3M |
BSVVANGUARD BD INDEX FDS | $7.0M |
ETSYETSY INC | $6.9M |
TEAMATLASSIAN CORP PLC | $6.8M |
MMM3M CO | $6.4M |
MAMASTERCARD INCORPORATED | $6.0M |
ILMNILLUMINA INC | $5.3M |
MDLZMONDELEZ INTL INC | $5.2M |
GDGENERAL DYNAMICS CORP | $5.2M |
KOCOCA COLA CO | $5.0M |
SHMSPDR SER TR | $4.6M |
AQLTISHARES TR | $4.3M |
MTCHMATCH GROUP INC NEW | $4.1M |
ARCCARES CAPITAL CORP | $3.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.5M |
ITOTISHARES TR | $3.4M |
JDJD.COM INC | $3.3M |
EFAISHARES TR | $3.2M |
GBDCGOLUB CAP BDC INC | $3.2M |
BAMBROOKFIELD ASSET MGMT INC | $2.3M |
IWDISHARES TR | $2.2M |
ITMVANECK VECTORS ETF TR | $2.2M |
GQ9SPDR GOLD TR | $2.1M |
IEMGISHARES INC | $2.0M |
GEGENERAL ELECTRIC CO | $2.0M |
BIVVANGUARD BD INDEX FDS | $2.0M |
KMXCARMAX INC | $1.8M |
PANWPALO ALTO NETWORKS INC | $1.8M |
—IAC INTERACTIVECORP NEW | $1.8M |
UNPUNION PAC CORP | $1.5M |
IWMISHARES TR | $1.4M |
JPMJPMORGAN CHASE & CO | $1.4M |
ADSKAUTODESK INC | $1.3M |
IJRISHARES TR | $1.3M |
CABOCABLE ONE INC | $1.3M |
ABTABBOTT LABS | $1.3M |
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