Allen Investment Management, LLC Q4 2019 Filing
Filed February 4, 2020
Portfolio Value
$4.2B
Holdings
172
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (172 positions)
| Stock | Value |
|---|---|
CHTRCHARTER COMMUNICATIONS INC N | $253.9M |
GOOGALPHABET INC | $238.0M |
CMCSACOMCAST CORP NEW | $221.9M |
MSFTMICROSOFT CORP | $204.6M |
UNHUNITEDHEALTH GROUP INC | $201.3M |
AWNADVANCE AUTO PARTS INC | $196.0M |
T7DTRANSDIGM GROUP INC | $195.3M |
—LABORATORY CORP AMER HLDGS | $194.7M |
AMZNAMAZON COM INC | $186.9M |
LOWLOWES COS INC | $186.6M |
BKNGBOOKING HLDGS INC | $166.5M |
USFDUS FOODS HLDG CORP | $156.6M |
METAFACEBOOK INC | $151.6M |
MCOMOODYS CORP | $139.3M |
SYYSYSCO CORP | $135.4M |
WWAYFAIR INC | $99.1M |
VXUSVANGUARD STAR FD | $92.7M |
SCHWTHE CHARLES SCHWAB CORPORATI | $83.6M |
BABAALIBABA GROUP HLDG LTD | $76.3M |
BABOEING CO | $70.3M |
NOWSERVICENOW INC | $57.1M |
SPGIS&P GLOBAL INC | $49.4M |
UTXZUNITED TECHNOLOGIES CORP | $49.0M |
EQIXEQUINIX INC | $47.5M |
FISVFISERV INC | $42.7M |
RTN1USDRAYTHEON CO | $34.0M |
VEAVANGUARD TAX MANAGED INTL FD | $32.2M |
SHWSHERWIN WILLIAMS CO | $29.8M |
IXUSISHARES TR | $27.2M |
VTIVANGUARD INDEX FDS | $24.8M |
JNJJOHNSON & JOHNSON | $24.3M |
NDQINVESCO QQQ TR | $23.3M |
MDBMONGODB INC | $22.1M |
LBRDALIBERTY BROADBAND CORP | $21.7M |
SPYSPDR S&P 500 ETF TR | $19.6M |
AMLPUSDALPS ETF TR | $17.4M |
VWOVANGUARD INTL EQUITY INDEX F | $15.7M |
LBRDKLIBERTY BROADBAND CORP | $15.6M |
GEGENERAL ELECTRIC CO | $15.1M |
TWTRUSDTWITTER INC | $13.4M |
DHRDANAHER CORPORATION | $12.3M |
WMTWALMART INC | $11.7M |
GOOGLALPHABET INC | $10.8M |
EMOCLEARBRIDGE MLP AND MIDSTRM | $10.7M |
KYNKAYNE ANDERSN MLP MIDS INVT | $10.7M |
VEUVANGUARD INTL EQUITY INDEX F | $9.9M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $9.8M |
—TORTOISE MIDSTRM ENERGY FD I | $9.8M |
TYGEURTORTOISE ENERGY INFRA CORP | $9.8M |
AAPLAPPLE INC | $9.5M |
CARGCARGURUS INC | $9.2M |
CRMSALESFORCE COM INC | $8.8M |
TWLOTWILIO INC | $8.2M |
VCSHVANGUARD SCOTTSDALE FDS | $8.1M |
PGPROCTER & GAMBLE CO | $7.8M |
ACWIISHARES TR | $7.6M |
ADBEADOBE INC | $6.9M |
ATVIEURACTIVISION BLIZZARD INC | $6.8M |
BSVVANGUARD BD INDEX FD INC | $6.7M |
AQLTISHARES TR | $6.6M |
—IHS MARKIT LTD | $6.4M |
VGKVANGUARD INTL EQUITY INDEX F | $6.3M |
ACWXISHARES TR | $6.2M |
MLB1MERCADOLIBRE INC | $6.2M |
MMM3M CO | $6.2M |
GDGENERAL DYNAMICS CORP | $6.2M |
WDAYWORKDAY INC | $5.9M |
VVISA INC | $5.5M |
MAMASTERCARD INC | $5.0M |
SHOPSHOPIFY INC | $5.0M |
SUBISHARES TR | $4.9M |
MDLZMONDELEZ INTL INC | $4.9M |
KOCOCA COLA CO | $4.7M |
SHMSPDR SERIES TRUST | $4.6M |
NFLXNETFLIX INC | $4.3M |
ILMNILLUMINA INC | $4.3M |
SPOTSPOTIFY TECHNOLOGY S A | $4.2M |
PYPLPAYPAL HLDGS INC | $4.2M |
ARCCARES CAP CORP | $4.1M |
EEMISHARES TR | $3.9M |
DEODIAGEO P L C | $3.7M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $3.4M |
GBDCGOLUB CAP BDC INC | $3.3M |
ULUNILEVER PLC | $3.3M |
ITOTISHARES TR | $2.9M |
IWDISHARES TR | $2.8M |
IEMGISHARES INC | $2.7M |
EXPEEXPEDIA GROUP INC | $2.5M |
LBTYBLIBERTY GLOBAL PLC | $2.4M |
BIVVANGUARD BD INDEX FD INC | $2.2M |
BAMBROOKFIELD ASSET MGMT INC | $2.1M |
CABOCABLE ONE INC | $2.1M |
ETSYETSY INC | $1.7M |
KMXCARMAX INC | $1.7M |
GQ9SPDR GOLD TRUST | $1.7M |
ALCOALICO INC | $1.5M |
PANWPALO ALTO NETWORKS INC | $1.2M |
IWMISHARES TR | $1.2M |
RPVINVESCO EXCHANGE TRADED FD T | $1.0M |
ABTABBOTT LABS | $1.0M |
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