Allen Investment Management, LLC Q1 2025 Filing
Filed May 7, 2025
Portfolio Value
$8.6T
Holdings
199
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (199 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | VVISA INC | 1,840,108 | $644.9B | 7.52% | |
| 2 | SCHWSCHWAB CHARLES CORP | 8,208,961 | $642.6B | 7.50% | |
| 3 | AMZNAMAZON COM INC | 3,211,038 | $610.9B | 7.13% | |
| 4 | MSFTMICROSOFT CORP | 1,469,390 | $551.6B | 6.43% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 1,030,968 | $540.0B | 6.30% | |
| 6 | SPGIS&P GLOBAL INC | 909,052 | $461.9B | 5.39% | |
| 7 | METAMETA PLATFORMS INC | 763,147 | $439.8B | 5.13% | |
| 8 | MCOMOODYS CORP | 903,702 | $420.8B | 4.91% | |
| 9 | UBERUBER TECHNOLOGIES INC | 5,304,178 | $386.5B | 4.51% | |
| 10 | APOAPOLLO GLOBAL MGMT INC | 2,641,043 | $361.7B | 4.22% | |
| 11 | GOOGALPHABET INC | 2,226,472 | $347.8B | 4.06% | |
| 12 | SBUXSTARBUCKS CORP | 2,426,879 | $238.1B | 2.78% | |
| 13 | VTIVANGUARD INDEX FDS | 605,653 | $166.5B | 1.94% | |
| 14 | AMLPALPS ETF TR | 3,080,512 | $160.0B | 1.87% | |
| 15 | VOOVANGUARD INDEX FDS | 251,230 | $129.1B | 1.51% | |
| 16 | NOWSERVICENOW INC | 149,505 | $119.0B | 1.39% | |
| 17 | GQ9SPDR GOLD TR | 348,085 | $100.3B | 1.17% | |
| 18 | SPYSPDR S&P 500 ETF TR | 153,043 | $85.6B | 1.00% | |
| 19 | XLESELECT SECTOR SPDR TR | 829,570 | $77.5B | 0.90% | |
| 20 | NVDANVIDIA CORPORATION | 670,456 | $72.7B | 0.85% | |
| 21 | MLB1MERCADOLIBRE INC | 36,706 | $71.6B | 0.84% | |
| 22 | AAPLAPPLE INC | 306,980 | $68.2B | 0.80% | |
| 23 | ARCCARES CAPITAL CORP | 2,975,197 | $65.9B | 0.77% | |
| 24 | BRK/BBERKSHIRE HATHAWAY INC DEL | 121,200 | $64.5B | 0.75% | |
| 25 | ITOTISHARES TR | 528,525 | $64.5B | 0.75% | |
| 26 | CRWDCROWDSTRIKE HLDGS INC | 179,764 | $63.4B | 0.74% | |
| 27 | GBDCGOLUB CAP BDC INC | 4,135,726 | $62.6B | 0.73% | |
| 28 | BXBLACKSTONE INC | 384,177 | $53.7B | 0.63% | |
| 29 | WDAYWORKDAY INC | 226,310 | $52.9B | 0.62% | |
| 30 | NETCLOUDFLARE INC | 451,949 | $50.9B | 0.59% | |
| 31 | NDQINVESCO QQQ TR | 106,695 | $50.0B | 0.58% | |
| 32 | SHOPSHOPIFY INC | 516,334 | $49.3B | 0.57% | |
| 33 | AVGOBROADCOM INC | 294,018 | $49.2B | 0.57% | |
| 34 | ASMLASML HOLDING N V | 66,336 | $44.0B | 0.51% | |
| 35 | VEAVANGUARD TAX-MANAGED FDS | 800,481 | $40.7B | 0.47% | |
| 36 | COINCOINBASE GLOBAL INC | 232,393 | $40.0B | 0.47% | |
| 37 | JPMJPMORGAN CHASE & CO. | 156,503 | $38.4B | 0.45% | |
| 38 | VCSHVANGUARD SCOTTSDALE FDS | 479,013 | $37.8B | 0.44% | |
| 39 | VCITVANGUARD SCOTTSDALE FDS | 424,182 | $34.7B | 0.40% | |
| 40 | SNOWSNOWFLAKE INC | 234,947 | $34.3B | 0.40% | |
| 41 | PANWPALO ALTO NETWORKS INC | 196,718 | $33.6B | 0.39% | |
| 42 | ANETARISTA NETWORKS INC | 416,849 | $32.3B | 0.38% | |
| 43 | TSLXSIXTH STREET SPECIALTY LENDI | 1,434,920 | $32.1B | 0.37% | |
| 44 | VTEBVANGUARD MUN BD FDS | 639,311 | $31.7B | 0.37% | |
| 45 | VXUSVANGUARD STAR FDS | 486,101 | $30.2B | 0.35% | |
| 46 | NUNU HLDGS LTD | 2,941,105 | $30.1B | 0.35% | |
| 47 | MAMASTERCARD INCORPORATED | 50,847 | $27.9B | 0.33% | |
| 48 | IXUSISHARES TR | 395,466 | $27.6B | 0.32% | |
| 49 | HUBSHUBSPOT INC | 46,345 | $26.5B | 0.31% | |
| 50 | AQLTISHARES TR | 340,959 | $25.8B | 0.30% | |
| 51 | IWBISHARES TR | 83,485 | $25.6B | 0.30% | |
| 52 | JNJJOHNSON & JOHNSON | 147,610 | $24.5B | 0.29% | |
| 53 | DUOLDUOLINGO INC | 78,507 | $24.4B | 0.28% | |
| 54 | NFLXNETFLIX INC | 25,310 | $23.6B | 0.28% | |
| 55 | CPNGCOUPANG INC | 1,043,757 | $22.9B | 0.27% | |
| 56 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 129,762 | $21.5B | 0.25% | |
| 57 | DDOGDATADOG INC | 204,366 | $20.3B | 0.24% | |
| 58 | MDBMONGODB INC | 112,956 | $19.8B | 0.23% | |
| 59 | WWAYFAIR INC | 587,500 | $18.8B | 0.22% | |
| 60 | GEVGE VERNOVA INC | 60,657 | $18.5B | 0.22% | |
| 61 | KOCOCA COLA CO | 249,500 | $17.9B | 0.21% | |
| 62 | ACWIISHARES TR | 150,890 | $17.6B | 0.20% | |
| 63 | BXSLBLACKSTONE SECD LENDING FD | 533,834 | $17.3B | 0.20% | |
| 64 | RSPINVESCO EXCHANGE TRADED FD T | 96,386 | $16.7B | 0.19% | |
| 65 | SNAPSNAP INC | 1,890,749 | $16.5B | 0.19% | |
| 66 | VGSHVANGUARD SCOTTSDALE FDS | 279,076 | $16.4B | 0.19% | |
| 67 | GOOGLALPHABET INC | 93,294 | $14.4B | 0.17% | |
| 68 | WMTWALMART INC | 163,464 | $14.4B | 0.17% | |
| 69 | LOWLOWES COS INC | 57,094 | $13.3B | 0.16% | |
| 70 | ISRGINTUITIVE SURGICAL INC | 25,478 | $12.6B | 0.15% | |
| 71 | VFHVANGUARD WORLD FD | 95,861 | $11.5B | 0.13% | |
| 72 | IWVISHARES TR | 35,325 | $11.2B | 0.13% | |
| 73 | PGPROCTER AND GAMBLE CO | 65,679 | $11.2B | 0.13% | |
| 74 | VTVANGUARD INTL EQUITY INDEX F | 95,173 | $11.0B | 0.13% | |
| 75 | AQLTISHARES TR | 72,973 | $9.8B | 0.11% | |
| 76 | PLTRPALANTIR TECHNOLOGIES INC | 112,863 | $9.5B | 0.11% | |
| 77 | GDGENERAL DYNAMICS CORP | 33,954 | $9.3B | 0.11% | |
| 78 | IWFISHARES TR | 25,154 | $9.1B | 0.11% | |
| 79 | KKRKKR & CO INC | 74,560 | $8.6B | 0.10% | |
| 80 | PWRQUANTA SVCS INC | 32,000 | $8.1B | 0.09% | |
| 81 | BRK-BBERKSHIRE HATHAWAY INC DEL | 10 | $8.0B | 0.09% | |
| 82 | VIGVANGUARD SPECIALIZED FUNDS | 40,746 | $7.9B | 0.09% | |
| 83 | CARGCARGURUS INC | 257,827 | $7.5B | 0.09% | |
| 84 | AURAURORA INNOVATION INC | 1,022,165 | $6.9B | 0.08% | |
| 85 | HDHOME DEPOT INC | 18,723 | $6.9B | 0.08% | |
| 86 | IJRISHARES TR | 62,583 | $6.5B | 0.08% | |
| 87 | SPSBSPDR SER TR | 204,584 | $6.2B | 0.07% | |
| 88 | CPCANADIAN PACIFIC KANSAS CITY | 86,171 | $6.1B | 0.07% | |
| 89 | MDLZMONDELEZ INTL INC | 88,947 | $6.0B | 0.07% | |
| 90 | MCDMCDONALDS CORP | 19,230 | $6.0B | 0.07% | |
| 91 | LLYELI LILLY & CO | 6,626 | $5.5B | 0.06% | |
| 92 | AFRMAFFIRM HLDGS INC | 116,683 | $5.3B | 0.06% | |
| 93 | COSTCOSTCO WHSL CORP NEW | 4,498 | $4.3B | 0.05% | |
| 94 | DHRDANAHER CORPORATION | 19,735 | $4.0B | 0.05% | |
| 95 | IBMINTERNATIONAL BUSINESS MACHS | 15,000 | $3.7B | 0.04% | |
| 96 | ORLYOREILLY AUTOMOTIVE INC | 2,550 | $3.7B | 0.04% | |
| 97 | ABNBAIRBNB INC | 30,538 | $3.6B | 0.04% | |
| 98 | HDVISHARES TR | 29,195 | $3.5B | 0.04% | |
| 99 | CARTMAPLEBEAR INC | 85,563 | $3.4B | 0.04% | |
| 100 | EFAISHARES TR | 38,381 | $3.1B | 0.04% |
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