Allen Investment Management, LLC Q4 2024 Filing
Filed February 10, 2025
Portfolio Value
$8.7B
Holdings
199
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (199 positions)
| Stock | Value |
|---|---|
AMZNAMAZON COM INC | $702.2M |
MSFTMICROSOFT CORP | $616.4M |
SCHWSCHWAB CHARLES CORP | $609.7M |
VVISA INC | $582.9M |
GOOGALPHABET INC | $518.3M |
UNHUNITEDHEALTH GROUP INC | $488.9M |
SPGIS&P GLOBAL INC | $454.9M |
MCOMOODYS CORP | $439.8M |
METAMETA PLATFORMS INC | $386.8M |
APOAPOLLO GLOBAL MGMT INC | $381.1M |
UBERUBER TECHNOLOGIES INC | $311.3M |
VTIVANGUARD INDEX FDS | $175.6M |
LOWLOWES COS INC | $172.7M |
SBUXSTARBUCKS CORP | $150.2M |
NOWSERVICENOW INC | $148.6M |
VOOVANGUARD INDEX FDS | $134.2M |
VEAVANGUARD TAX-MANAGED FDS | $118.1M |
AMLPALPS ETF TR | $112.7M |
SPYSPDR S&P 500 ETF TR | $86.5M |
NVDANVIDIA CORPORATION | $77.5M |
AAPLAPPLE INC | $69.0M |
ITOTISHARES TR | $68.3M |
ARCCARES CAPITAL CORP | $60.1M |
COINCOINBASE GLOBAL INC | $57.7M |
NDQINVESCO QQQ TR | $56.6M |
WDAYWORKDAY INC | $56.5M |
GBDCGOLUB CAP BDC INC | $56.0M |
BRK/BBERKSHIRE HATHAWAY INC DEL | $54.8M |
AVGOBROADCOM INC | $54.1M |
MLB1MERCADOLIBRE INC | $52.2M |
CRWDCROWDSTRIKE HLDGS INC | $52.2M |
SHOPSHOPIFY INC | $46.3M |
GQ9SPDR GOLD TR | $45.8M |
NETCLOUDFLARE INC | $44.7M |
JPMJPMORGAN CHASE & CO. | $37.4M |
VCSHVANGUARD SCOTTSDALE FDS | $37.4M |
ASMLASML HOLDING N V | $36.9M |
PANWPALO ALTO NETWORKS INC | $36.5M |
SNOWSNOWFLAKE INC | $36.3M |
VCITVANGUARD SCOTTSDALE FDS | $34.1M |
VTEBVANGUARD MUN BD FDS | $32.0M |
XLESELECT SECTOR SPDR TR | $30.2M |
BXBLACKSTONE INC | $29.5M |
VXUSVANGUARD STAR FDS | $28.6M |
KKRKKR & CO INC | $28.2M |
MAMASTERCARD INCORPORATED | $27.4M |
HUBSHUBSPOT INC | $27.1M |
IWBISHARES TR | $26.5M |
IXUSISHARES TR | $26.4M |
MDBMONGODB INC | $26.3M |
WWAYFAIR INC | $26.0M |
DUOLDUOLINGO INC | $25.5M |
DDOGDATADOG INC | $25.4M |
TSLXSIXTH STREET SPECIALTY LENDI | $24.6M |
AQLTISHARES TR | $24.0M |
JNJJOHNSON & JOHNSON | $23.2M |
NFLXNETFLIX INC | $22.5M |
MMYTMAKEMYTRIP LIMITED MAURITIUS | $22.1M |
GOOGLALPHABET INC | $21.2M |
NUNU HLDGS LTD | $20.2M |
GEVGE VERNOVA INC | $20.0M |
CPNGCOUPANG INC | $19.8M |
TSMTAIWAN SEMICONDUCTOR MFG LTD | $18.3M |
ACWIISHARES TR | $17.8M |
WMTWALMART INC | $17.5M |
SNAPSNAP INC | $16.5M |
KOCOCA COLA CO | $15.5M |
VGSHVANGUARD SCOTTSDALE FDS | $15.3M |
EFAISHARES TR | $14.8M |
HDHOME DEPOT INC | $12.1M |
IWVISHARES TR | $11.8M |
VTVANGUARD INTL EQUITY INDEX F | $11.2M |
PGPROCTER AND GAMBLE CO | $11.0M |
PLTRPALANTIR TECHNOLOGIES INC | $10.4M |
PWRQUANTA SVCS INC | $10.1M |
IWFISHARES TR | $10.1M |
BXSLBLACKSTONE SECD LENDING FD | $10.1M |
AQLTISHARES TR | $9.6M |
CARGCARGURUS INC | $9.4M |
DHRDANAHER CORPORATION | $9.1M |
GDGENERAL DYNAMICS CORP | $8.9M |
VIGVANGUARD SPECIALIZED FUNDS | $8.0M |
VFHVANGUARD WORLD FD | $7.6M |
IJRISHARES TR | $7.2M |
AFRMAFFIRM HLDGS INC | $7.1M |
CARTMAPLEBEAR INC | $7.1M |
BRK-BBERKSHIRE HATHAWAY INC DEL | $6.8M |
AURAURORA INNOVATION INC | $6.4M |
CPCANADIAN PACIFIC KANSAS CITY | $6.2M |
SPSBSPDR SER TR | $6.1M |
MCDMCDONALDS CORP | $5.6M |
MDLZMONDELEZ INTL INC | $5.3M |
LLYELI LILLY & CO | $5.0M |
RSPINVESCO EXCHANGE TRADED FD T | $4.7M |
APPAPPLOVIN CORP | $4.6M |
QQQEDIREXION SHS ETF TR | $4.3M |
ABNBAIRBNB INC | $4.0M |
SYYSYSCO CORP | $3.8M |
IBMINTERNATIONAL BUSINESS MACHS | $3.3M |
HDVISHARES TR | $3.3M |
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