Allen Investment Management, LLC Q2 2018 Filing

Filed July 30, 2018

Portfolio Value

$2.6T

Holdings

179

Report Date

Q2 2018

Filing Type

13F-HR

All Holdings (179 positions)

StockValue
GOOGALPHABET INC
$151.1M
MSFTMICROSOFT CORP
$150.4M
T7DTRANSDIGM GROUP INC
$147.1M
LABORATORY CORP AMER HLDGS
$145.3M
WWAYFAIR INC
$125.9M
CHTRCHARTER COMMUNICATIONS INC N
$114.2M
CMCSACOMCAST CORP NEW
$110.2M
VXUSVANGUARD STAR FD
$109.2M
AWNADVANCE AUTO PARTS INC
$107.3M
BKNGBOOKING HLDGS INC
$101.8M
LOWLOWES COS INC
$100.5M
MCOMOODYS CORP
$100.0M
METAFACEBOOK INC
$88.6M
SYYSYSCO CORP
$78.0M
EQIXEQUINIX INC
$69.1M
BUDANHEUSER BUSCH INBEV SA/NV
$66.1M
SCHWSCHWAB CHARLES CORP NEW
$62.2M
DHRDANAHER CORP DEL
$51.1M
NOWSERVICENOW INC
$50.0M
SHWSHERWIN WILLIAMS CO
$48.4M
ABGAMERISOURCEBERGEN CORP
$46.6M
FISVFISERV INC
$37.2M
BRK/BBERKSHIRE HATHAWAY INC DEL
$34.4M
VEAVANGUARD TAX MANAGED INTL FD
$32.0M
VEUVANGUARD INTL EQUITY INDEX F
$31.4M
SPGIS&P GLOBAL INC
$24.7M
MUBISHARES TR
$24.6M
JNJJOHNSON & JOHNSON
$21.4M
VTIVANGUARD INDEX FDS
$19.8M
VWOVANGUARD INTL EQUITY INDEX F
$18.5M
TWTRUSDTWITTER INC
$17.6M
IQVIQVIA HLDGS INC
$12.5M
AMZNAMAZON COM INC
$11.8M
BABAALIBABA GROUP HLDG LTD
$11.7M
NFLXNETFLIX INC
$11.5M
VCSHVANGUARD SCOTTSDALE FDS
$10.9M
IHS MARKIT LTD
$10.4M
VCITVANGUARD SCOTTSDALE FDS
$9.8M
KYNKAYNE ANDERSON MLP INVT CO
$9.6M
EMOCLEARBRIDGE ENERGY MLP FD IN
$9.0M
ABMDEURABIOMED INC
$9.0M
TORTOISE MLP FD INC
$8.7M
TYGEURTORTOISE ENERGY INFRA CORP
$8.6M
GOOGLALPHABET INC
$8.5M
BSVVANGUARD BD INDEX FD INC
$7.9M
AMLPUSDALPS ETF TR
$7.2M
SPYSPDR S&P 500 ETF TR
$6.4M
VGKVANGUARD INTL EQUITY INDEX F
$6.1M
BIVVANGUARD BD INDEX FD INC
$5.9M
TWENTY FIRST CENTY FOX INC
$5.6M
MDBMONGODB INC
$5.4M
VBRVANGUARD INDEX FDS
$5.3M
ARCCARES CAP CORP
$5.3M
LBRDALIBERTY BROADBAND CORP
$5.2M
GEGENERAL ELECTRIC CO
$4.9M
DEODIAGEO P L C
$4.1M
MMM3M CO
$4.1M
HDHOME DEPOT INC
$3.9M
PGPROCTER AND GAMBLE CO
$3.9M
ULUNILEVER PLC
$3.8M
KOCOCA COLA CO
$3.7M
AAPLAPPLE INC
$3.6M
LBTYBLIBERTY GLOBAL PLC
$3.5M
WDAYWORKDAY INC
$3.5M
ACWIISHARES TR
$3.4M
PANWPALO ALTO NETWORKS INC
$3.0M
WMSADVANCED DRAIN SYS INC DEL
$3.0M
EXPEEXPEDIA GROUP INC
$2.9M
BRK-BBERKSHIRE HATHAWAY INC DEL
$2.8M
ETSYETSY INC
$2.7M
IWDISHARES TR
$2.5M
PRLBPROTO LABS INC
$2.5M
VODVODAFONE GROUP PLC NEW
$2.4M
MDLZMONDELEZ INTL INC
$2.3M
JDJD COM INC
$2.1M
COUPEURCOUPA SOFTWARE INC
$2.0M
BLKBBLACKBAUD INC
$1.9M
SUBISHARES TR
$1.8M
CRMSALESFORCE COM INC
$1.8M
ADBEADOBE SYS INC
$1.8M
TYLTYLER TECHNOLOGIES INC
$1.8M
SHMSPDR SER TR
$1.8M
PYPLPAYPAL HLDGS INC
$1.7M
ATVIEURACTIVISION BLIZZARD INC
$1.7M
BXUSDBLACKSTONE GROUP L P
$1.7M
THIRD PT REINS LTD
$1.6M
EAELECTRONIC ARTS INC
$1.6M
VVISA INC
$1.4M
INCYINCYTE CORP
$1.4M
MLB1MERCADOLIBRE INC
$1.4M
CTRPUSDCTRIP COM INTL LTD
$1.3M
NVDANVIDIA CORP
$1.3M
EFAISHARES TR
$1.3M
APOAPOLLO GLOBAL MGMT LLC
$1.3M
MAMASTERCARD INCORPORATED
$1.3M
KKR & CO L P DEL
$1.2M
ACWXISHARES TR
$1.2M
EVAUSDENVIVA PARTNERS LP
$1.2M
NKTREURNEKTAR THERAPEUTICS
$1.1M
OAKTREE CAP GROUP LLC
$1.1M
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