Allen Investment Management, LLC Q1 2020 Filing
Filed May 7, 2020
Portfolio Value
$3.3B
Holdings
174
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (174 positions)
| Stock | Value |
|---|---|
CHTRCHARTER COMMUNICATIONS INC N | $243.8M |
AMZNAMAZON COM INC | $241.2M |
GOOGALPHABET INC | $236.6M |
MSFTMICROSOFT CORP | $209.2M |
UNHUNITEDHEALTH GROUP INC | $204.9M |
CMCSACOMCAST CORP NEW | $188.2M |
—LABORATORY CORP AMER HLDGS | $156.4M |
LOWLOWES COS INC | $145.8M |
BABAALIBABA GROUP HLDG LTD | $136.2M |
T7DTRANSDIGM GROUP INC | $124.5M |
MCOMOODYS CORP | $123.4M |
METAFACEBOOK INC | $120.9M |
BKNGBOOKING HLDGS INC | $79.4M |
AWNADVANCE AUTO PARTS INC | $76.9M |
VVISA INC | $74.6M |
SYYSYSCO CORP | $71.0M |
WWAYFAIR INC | $58.6M |
SCHWSCHWAB CHARLES CORP | $58.4M |
NOWSERVICENOW INC | $49.2M |
SPGIS&P GLOBAL INC | $47.7M |
ORLYO REILLY AUTOMOTIVE INC NEW | $42.6M |
VTVANGUARD INTL EQUITY INDEX F | $36.6M |
VXUSVANGUARD STAR FDS | $31.6M |
UTXZUNITED TECHNOLOGIES CORP | $30.2M |
EQIXEQUINIX INC | $28.0M |
RTN1USDRAYTHEON CO | $25.2M |
VEAVANGUARD TAX-MANAGED INTL FD | $24.0M |
JNJJOHNSON & JOHNSON | $22.4M |
MDBMONGODB INC | $22.0M |
VTIVANGUARD INDEX FDS | $20.2M |
SHWSHERWIN WILLIAMS CO | $19.3M |
LBRDALIBERTY BROADBAND CORP | $18.7M |
LBRDKLIBERTY BROADBAND CORP | $15.9M |
IXUSISHARES TR | $15.8M |
VWOVANGUARD INTL EQUITY INDEX F | $12.4M |
AMLPUSDALPS ETF TR | $12.3M |
GEGENERAL ELECTRIC CO | $10.8M |
DHRDANAHER CORPORATION | $10.4M |
TWTRUSDTWITTER INC | $10.2M |
AAPLAPPLE INC | $9.4M |
FISVFISERV INC | $9.4M |
GOOGLALPHABET INC | $9.3M |
WMTWALMART INC | $9.1M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.0M |
SPYSPDR S&P 500 ETF TR | $8.5M |
BSVVANGUARD BD INDEX FDS | $7.5M |
TWLOTWILIO INC | $7.5M |
PGPROCTER & GAMBLE CO | $6.9M |
ADBEADOBE INC | $6.7M |
WDAYWORKDAY INC | $6.3M |
VCSHVANGUARD SCOTTSDALE FDS | $6.1M |
NFLXNETFLIX INC | $6.1M |
ACWIISHARES TR | $6.0M |
CRMSALESFORCE COM INC | $5.4M |
MLB1MERCADOLIBRE INC | $5.3M |
SHOPSHOPIFY INC | $5.2M |
PYPLPAYPAL HLDGS INC | $5.0M |
AQLTISHARES TR | $5.0M |
CARGCARGURUS INC | $5.0M |
MMM3M CO | $4.9M |
SUBISHARES TR | $4.9M |
ACWXISHARES TR | $4.8M |
GDGENERAL DYNAMICS CORP | $4.6M |
SHMSPDR SER TR | $4.5M |
MDLZMONDELEZ INTL INC | $4.5M |
NDQINVESCO QQQ TR | $4.3M |
MAMASTERCARD INC | $4.1M |
TEAMATLASSIAN CORP PLC | $4.0M |
KOCOCA COLA CO | $4.0M |
ILMNILLUMINA INC | $3.9M |
ASMLASML HOLDING N V | $3.9M |
SPOTSPOTIFY TECHNOLOGY S A | $3.8M |
ATVIEURACTIVISION BLIZZARD INC | $3.5M |
XYZSQUARE INC | $3.2M |
EEMISHARES TR | $3.0M |
FISFIDELITY NATL INFORMATION SV | $2.8M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $2.7M |
CABOCABLE ONE INC | $2.6M |
ARCCARES CAPITAL CORP | $2.4M |
ITOTISHARES TR | $2.3M |
GBDCGOLUB CAP BDC INC | $2.2M |
AGGISHARES TR | $2.2M |
BIVVANGUARD BD INDEX FDS | $2.2M |
KMXCARMAX INC | $2.1M |
IWDISHARES TR | $2.0M |
ITMVANECK VECTORS ETF TR | $2.0M |
BXBLACKSTONE GROUP INC | $1.9M |
HCAHCA HEALTHCARE INC | $1.8M |
GQ9SPDR GOLD TRUST | $1.7M |
IEMGISHARES INC | $1.7M |
BAMBROOKFIELD ASSET MGMT INC | $1.6M |
NETCLOUDFLARE INC | $1.6M |
JDJD COM INC | $1.5M |
ETSYETSY INC | $1.5M |
ALCOALICO INC | $1.3M |
EXPEEXPEDIA GROUP INC | $1.3M |
UNPUNION PAC CORP | $1.0M |
ABTABBOTT LABS | $924K |
INTCINTEL CORP | $875K |
PANWPALO ALTO NETWORKS INC | $843K |
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