Allen Investment Management, LLC Q4 2021 Filing
Filed February 10, 2022
Portfolio Value
$8.0B
Holdings
241
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (241 positions)
| Stock | Value |
|---|---|
GOOGALPHABET INC | $611.5M |
MSFTMICROSOFT CORP | $589.7M |
UNHUNITEDHEALTH GROUP INC | $522.0M |
SCHWSCHWAB CHARLES CORP | $466.9M |
METAMETA PLATFORMS INC | $459.8M |
AMZNAMAZON COM INC | $456.3M |
LOWLOWES COS INC | $444.3M |
CHTRCHARTER COMMUNICATIONS INC N | $393.6M |
VVISA INC | $346.9M |
CMCSACOMCAST CORP NEW | $302.3M |
NOCNORTHROP GRUMMAN CORP | $282.9M |
MCOMOODYS CORP | $208.9M |
ORLYOREILLY AUTOMOTIVE INC | $183.8M |
SYYSYSCO CORP | $169.1M |
AWNADVANCE AUTO PARTS INC | $164.3M |
WWAYFAIR INC | $158.3M |
SPGIS&P GLOBAL INC | $130.6M |
CP.TOCANADIAN PAC RY LTD | $118.6M |
VEAVANGUARD TAX-MANAGED INTL FD | $116.4M |
UNPUNION PAC CORP | $101.8M |
VWOVANGUARD INTL EQUITY INDEX F | $96.3M |
BKNGBOOKING HOLDINGS INC | $96.0M |
COINCOINBASE GLOBAL INC | $84.7M |
VTIVANGUARD INDEX FDS | $81.9M |
NOWSERVICENOW INC | $77.1M |
SPYSPDR S&P 500 ETF TR | $69.4M |
MDBMONGODB INC | $66.0M |
AAPLAPPLE INC | $59.7M |
VTVANGUARD INTL EQUITY INDEX F | $52.6M |
VXUSVANGUARD STAR FDS | $50.8M |
MAMASTERCARD INCORPORATED | $37.1M |
SNOWSNOWFLAKE INC | $35.2M |
FISFIDELITY NATL INFORMATION SV | $30.1M |
VCSHVANGUARD SCOTTSDALE FDS | $30.1M |
JNJJOHNSON & JOHNSON | $29.6M |
LBRDALIBERTY BROADBAND CORP | $28.9M |
IXUSISHARES TR | $26.4M |
NETCLOUDFLARE INC | $25.7M |
AMLPALPS ETF TR | $25.4M |
GOOGLALPHABET INC | $24.8M |
DHRDANAHER CORPORATION | $24.4M |
JPMJPMORGAN CHASE & CO | $24.0M |
LBRDKLIBERTY BROADBAND CORP | $23.2M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $17.9M |
TWTRUSDTWITTER INC | $17.7M |
SHOPSHOPIFY INC | $17.3M |
NVDANVIDIA CORPORATION | $17.1M |
AFRMAFFIRM HLDGS INC | $16.3M |
MLB1MERCADOLIBRE INC | $15.9M |
TWLOTWILIO INC | $15.4M |
WDAYWORKDAY INC | $15.3M |
ASMLASML HOLDING N V | $15.0M |
TEAMATLASSIAN CORP PLC | $14.5M |
T7DTRANSDIGM GROUP INC | $14.4M |
HDHOME DEPOT INC | $14.3M |
FISVFISERV INC | $13.5M |
ACWIISHARES TR | $13.2M |
ADBEADOBE SYSTEMS INCORPORATED | $12.9M |
PGPROCTER AND GAMBLE CO | $11.6M |
NFLXNETFLIX INC | $11.4M |
CRMSALESFORCE COM INC | $11.3M |
XYZBLOCK INC | $11.2M |
PYPLPAYPAL HLDGS INC | $11.0M |
NDQINVESCO QQQ TR | $10.6M |
WMTWALMART INC | $10.5M |
BABAALIBABA GROUP HLDG LTD | $9.8M |
MCHIISHARES TR | $9.2M |
BSVVANGUARD BD INDEX FDS | $9.1M |
AGGISHARES TR | $9.0M |
ILMNILLUMINA INC | $8.9M |
NKENIKE INC | $8.8M |
PLTRPALANTIR TECHNOLOGIES INC | $8.5M |
ETSYETSY INC | $8.5M |
SUBISHARES TR | $8.2M |
UBERUBER TECHNOLOGIES INC | $7.2M |
KOCOCA COLA CO | $7.1M |
GDGENERAL DYNAMICS CORP | $7.1M |
BXBLACKSTONE INC | $6.8M |
MMM3M CO | $6.3M |
MDLZMONDELEZ INTL INC | $6.3M |
TXNTEXAS INSTRS INC | $5.7M |
DISDISNEY WALT CO | $5.7M |
VOTEENGINE NO 1 ETF TRUST | $5.6M |
MCDMCDONALDS CORP | $5.5M |
PFEPFIZER INC | $5.3M |
MTDMETTLER TOLEDO INTERNATIONAL | $5.1M |
ARCCARES CAPITAL CORP | $4.9M |
SHMSPDR SER TR | $4.7M |
AQLTISHARES TR | $4.6M |
SRTABLADE AIR MOBILITY INC | $4.6M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.5M |
IJRISHARES TR | $4.3M |
ITOTISHARES TR | $4.3M |
VOOVANGUARD INDEX FDS | $4.0M |
INTCINTEL CORP | $3.9M |
0J7QIAC INTERACTIVECORP NEW | $3.8M |
GBDCGOLUB CAP BDC INC | $3.6M |
EFAISHARES TR | $3.4M |
APPAPPLOVIN CORP | $3.1M |
MRKMERCK & CO INC | $3.0M |
Page 1 of 3Next