Allen Investment Management, LLC Q2 2021 Filing
Filed August 11, 2021
Portfolio Value
$7.4B
Holdings
177
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (177 positions)
| Stock | Value |
|---|---|
GOOGALPHABET INC | $558.1M |
METAFACEBOOK INC | $463.7M |
AMZNAMAZON COM INC | $462.8M |
CHTRCHARTER COMMUNICATIONS INC N | $433.1M |
UNHUNITEDHEALTH GROUP INC | $414.6M |
VVISA INC | $410.5M |
SCHWSCHWAB CHARLES CORP | $397.8M |
MSFTMICROSOFT CORP | $366.0M |
CMCSACOMCAST CORP NEW | $332.9M |
LOWLOWES COS INC | $318.2M |
WWAYFAIR INC | $278.2M |
NOCNORTHROP GRUMMAN CORP | $268.9M |
BABAALIBABA GROUP HLDG LTD | $216.4M |
MCOMOODYS CORP | $194.1M |
SYYSYSCO CORP | $193.8M |
ORLYOREILLY AUTOMOTIVE INC | $153.4M |
UNPUNION PAC CORP | $141.9M |
SPGIS&P GLOBAL INC | $120.7M |
AWNADVANCE AUTO PARTS INC | $119.0M |
COINCOINBASE GLOBAL INC | $118.6M |
VEAVANGUARD TAX-MANAGED INTL FD | $117.1M |
VWOVANGUARD INTL EQUITY INDEX F | $104.4M |
BKNGBOOKING HOLDINGS INC | $89.0M |
NOWSERVICENOW INC | $76.8M |
VTIVANGUARD INDEX FDS | $68.9M |
FISFIDELITY NATL INFORMATION SV | $66.4M |
VXUSVANGUARD STAR FDS | $50.8M |
VTVANGUARD INTL EQUITY INDEX F | $50.8M |
SNOWSNOWFLAKE INC | $46.9M |
MDBMONGODB INC | $46.3M |
SPYSPDR S&P 500 ETF TR | $35.4M |
LBRDALIBERTY BROADBAND CORP | $29.5M |
TWTRUSDTWITTER INC | $28.7M |
AMLPALPS ETF TR | $28.2M |
JNJJOHNSON & JOHNSON | $27.2M |
IXUSISHARES TR | $25.1M |
LBRDKLIBERTY BROADBAND CORP | $25.0M |
AAPLAPPLE INC | $23.4M |
TWLOTWILIO INC | $23.1M |
NETCLOUDFLARE INC | $20.7M |
DHRDANAHER CORPORATION | $19.9M |
GOOGLALPHABET INC | $18.4M |
VCSHVANGUARD SCOTTSDALE FDS | $16.7M |
MLB1MERCADOLIBRE INC | $16.7M |
XYZSQUARE INC | $16.4M |
PYPLPAYPAL HLDGS INC | $16.3M |
NKENIKE INC | $16.1M |
SHOPSHOPIFY INC | $15.4M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $13.9M |
ADBEADOBE SYSTEMS INCORPORATED | $12.8M |
WDAYWORKDAY INC | $12.7M |
ASMLASML HOLDING N V | $11.8M |
ACWIISHARES TR | $11.2M |
SPOTSPOTIFY TECHNOLOGY S A | $10.9M |
ILMNILLUMINA INC | $10.4M |
CRMSALESFORCE COM INC | $9.8M |
AGGISHARES TR | $9.1M |
TEAMATLASSIAN CORP PLC | $8.8M |
NFLXNETFLIX INC | $8.8M |
NDQINVESCO QQQ TR | $8.7M |
WMTWALMART INC | $8.7M |
PGPROCTER AND GAMBLE CO | $8.6M |
BSVVANGUARD BD INDEX FDS | $8.4M |
UBERUBER TECHNOLOGIES INC | $8.4M |
SUBISHARES TR | $8.2M |
ETSYETSY INC | $7.9M |
MMM3M CO | $7.1M |
MAMASTERCARD INCORPORATED | $6.4M |
GDGENERAL DYNAMICS CORP | $6.4M |
MDLZMONDELEZ INTL INC | $5.6M |
BXBLACKSTONE GROUP INC | $5.2M |
VOTEENGINE NO 1 ETF TRUST | $5.1M |
KOCOCA COLA CO | $4.9M |
NVDANVIDIA CORPORATION | $4.9M |
SHMSPDR SER TR | $4.7M |
AQLTISHARES TR | $4.6M |
ARCCARES CAPITAL CORP | $4.5M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $4.2M |
ITOTISHARES TR | $3.9M |
VOOVANGUARD INDEX FDS | $3.6M |
MTCHMATCH GROUP INC NEW | $3.6M |
GBDCGOLUB CAP BDC INC | $3.6M |
JDJD.COM INC | $3.4M |
EFAISHARES TR | $3.4M |
PLTRPALANTIR TECHNOLOGIES INC | $2.6M |
ITMVANECK VECTORS ETF TR | $2.6M |
IWDISHARES TR | $2.5M |
GEGENERAL ELECTRIC CO | $2.5M |
BAMBROOKFIELD ASSET MGMT INC | $2.4M |
IEMGISHARES INC | $2.2M |
COUPEURCOUPA SOFTWARE INC | $2.0M |
VMEO*VIMEO INC | $2.0M |
AYIACUITY BRANDS INC | $2.0M |
AQLTISHARES TR | $2.0M |
GQ9SPDR GOLD TR | $1.9M |
PANWPALO ALTO NETWORKS INC | $1.9M |
IJRISHARES TR | $1.9M |
KMXCARMAX INC | $1.8M |
BIVVANGUARD BD INDEX FDS | $1.8M |
JPMJPMORGAN CHASE & CO | $1.6M |
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