Allen Investment Management, LLC
Net seller this quarter
$8.43B
157
-$790M
42.7%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 AMZN | $552M | 6.55% | 0.02% | -9.6% | Q4 2015 |
 GOOG | $457M | 5.43% | Not reported | +9.0% | Q4 2015 |
 UNH | $364M | 4.32% | 0.10% | -20.2% | Q3 2018 |
 MSFT | $357M | 4.24% | 0.01% | -15.7% | Q3 2013 |
 META | $342M | 4.05% | Not reported | -13.9% | Q3 2014 |
 GEV | $336M | 3.99% | 0.11% | -26.4% | Q2 2024 |
 SCHW | $315M | 3.74% | 0.20% | -35.9% | Q2 2013 |
 V | $314M | 3.72% | 0.05% | -15.4% | Q2 2017 |
 TSM | $307M | 3.64% | 0.00% | +90.4% | Q3 2020 |
 NVDA | $257M | 3.05% | 0.01% | +86.4% | Q4 2015 |
 MCO | $247M | 2.93% | 0.31% | -22.4% | Q4 2013 |
 QQQ | $239M | 2.84% | Not reported | +2.9% | Q2 2018 |
 AVGO | $220M | 2.61% | 0.01% | +94.3% | Q3 2017 |
 BA | $203M | 2.41% | 0.12% | -21.5% | Q2 2013 |
 GLD | $196M | 2.32% | 0.15% | +6.6% | Q2 2013 |
| SPY | $148M | 1.76% | Not reported | +7.0% | Q4 2017 |
 APO | $132M | 1.57% | 0.19% | -49.6% | Q4 2017 |
 ASML | $130M | 1.55% | 0.02% | +4.2% | Q1 2020 |
 CRWD | $99.6M | 1.18% | 0.05% | -24.9% | Q1 2023 |
 AAPL | $91M | 1.08% | 0.00% | -0.1% | Q3 2014 |
 NET | $80.5M | 0.96% | Not reported | -4.3% | Q1 2020 |
 AMD | $75.7M | 0.90% | 0.01% | -31.5% | Q3 2021 |
 W | $69.2M | 0.82% | Not reported | Not reported | Q3 2015 |
 SHOP | $59.3M | 0.70% | 0.13% | -7.4% | Q1 2019 |
 MELI | $57.8M | 0.69% | 0.07% | -23.1% | Q2 2018 |
 PANW | $55M | 0.65% | 0.02% | -10.0% | Q3 2014 |
 MU | $54.5M | 0.65% | 0.00% | -26.5% | Q4 2014 |
 JPM | $51M | 0.60% | 0.01% | +0.1% | Q3 2014 |
 SNOW | $48.6M | 0.58% | 0.06% | +2905.8% | Q2 2021 |
 NU | $47.3M | 0.56% | Not reported | -16.1% | Q2 2022 |
 ARCC | $45.2M | 0.54% | 0.34% | -6.0% | Q4 2014 |
 NOW | $44M | 0.52% | 0.04% | -29.5% | Q2 2017 |
 VYM | $42.4M | 0.50% | Not reported | +63.2% | Q2 2013 |
 GBDC | $40.9M | 0.49% | 1.22% | -5.7% | Q4 2014 |
 LRCX | $40.2M | 0.48% | 0.01% | New | Q2 2026 |
 BX | $31.7M | 0.38% | 0.04% | -6.0% | Q2 2017 |
 JNJ | $29M | 0.34% | 0.00% | -0.9% | Q2 2013 |
 KKR | $29M | 0.34% | 0.04% | -3.0% | Q4 2017 |
| GOOGL | $28.8M | 0.34% | 0.00% | +2.3% | Q4 2015 |
 BRK.B | $27.9M | 0.33% | Not reported | +2.4% | Q2 2014 |
 IBIT | $25.4M | 0.30% | 0.05% | -14.3% | Q1 2025 |
 CIEN | $25.3M | 0.30% | 0.04% | New | Q2 2026 |
 TSLX | $23.5M | 0.28% | 1.44% | -1.9% | Q1 2022 |
 PWR | $22.8M | 0.27% | 0.02% | Not reported | Q3 2021 |
 CPNG | $21.9M | 0.26% | Not reported | -23.4% | Q2 2024 |
 LITE | $21.2M | 0.25% | 0.03% | New | Q2 2026 |
 AUR | $20.8M | 0.25% | 0.15% | +198.0% | Q3 2023 |
 COIN | $20.2M | 0.24% | 0.05% | -15.1% | Q2 2021 |
 WMT | $20.2M | 0.24% | 0.00% | 0.0% | Q2 2013 |
 KO | $19.3M | 0.23% | 0.01% | 0.0% | Q2 2014 |
| Q1 2026 | |||||
| AMZN | $534M | 6.60% | 0.02% | -6.9% | Q4 2015 |
| SCHW | $501M | 6.19% | 0.30% | -4.6% | Q2 2013 |
| MSFT | $420M | 5.20% | 0.02% | -6.8% | Q3 2013 |
| META | $403M | 4.98% | Not reported | -4.8% | Q3 2014 |
| GOOG | $340M | 4.21% | Not reported | +17.3% | Q4 2015 |
| GEV | $339M | 4.19% | 0.14% | -2.8% | Q2 2024 |
| V | $327M | 4.04% | 0.06% | -4.3% | Q2 2017 |
| MCO | $306M | 3.79% | 0.40% | -2.5% | Q4 2013 |
| UNH | $297M | 3.68% | 0.12% | -4.6% | Q3 2018 |
 SPGI | $285M | 3.53% | 0.23% | -4.8% | Q2 2016 |
| APO | $247M | 3.05% | 0.38% | -8.3% | Q4 2017 |
| BA | $237M | 2.94% | 0.15% | +23.2% | Q2 2013 |
| GLD | $214M | 2.65% | 0.13% | +3.9% | Q2 2013 |
| QQQ | $182M | 2.25% | Not reported | +6.5% | Q2 2018 |
| SPY | $121M | 1.49% | Not reported | +0.8% | Q4 2017 |
| NVDA | $120M | 1.49% | 0.00% | -12.2% | Q4 2015 |
| TSM | $114M | 1.41% | 0.00% | +25.7% | Q3 2020 |
| AVGO | $92.9M | 1.15% | 0.01% | -16.5% | Q3 2017 |
| ASML | $83M | 1.03% | 0.02% | -17.6% | Q1 2020 |
| AAPL | $79.9M | 0.99% | 0.00% | -0.1% | Q3 2014 |
| MELI | $76.6M | 0.95% | 0.09% | +1.4% | Q2 2018 |
| NET | $70.8M | 0.88% | Not reported | -26.1% | Q1 2020 |
| CRWD | $67.9M | 0.84% | 0.07% | -17.8% | Q1 2023 |
| SHOP | $66.6M | 0.82% | 0.14% | -18.3% | Q1 2019 |
| NOW | $65.7M | 0.81% | 0.06% | -20.5% | Q2 2017 |
| NU | $60.7M | 0.75% | Not reported | +2.7% | Q2 2022 |
| W | $56.4M | 0.70% | Not reported | Not reported | Q3 2015 |
| ARCC | $46.8M | 0.58% | 0.36% | -15.8% | Q4 2014 |
| JPM | $45.8M | 0.57% | 0.01% | -1.0% | Q3 2014 |
| GBDC | $42.6M | 0.53% | 1.29% | -17.3% | Q4 2014 |
| AMD | $38.7M | 0.48% | 0.01% | +1.9% | Q3 2021 |
| IBIT | $34.3M | 0.42% | 0.07% | -0.4% | Q1 2025 |
| BX | $32.9M | 0.41% | 0.04% | -9.5% | Q2 2017 |
| CPNG | $31M | 0.38% | Not reported | -13.0% | Q2 2024 |
| KKR | $30.1M | 0.37% | 0.04% | +31.0% | Q4 2017 |
 UBER | $30.1M | 0.37% | 0.02% | -53.8% | Q4 2019 |
| PANW | $28.8M | 0.36% | 0.02% | -2.9% | Q3 2014 |
| COIN | $28.5M | 0.35% | 0.06% | +8.7% | Q2 2021 |
| JNJ | $28.2M | 0.35% | 0.00% | -3.1% | Q2 2013 |
| BRK.B | $26.1M | 0.32% | Not reported | -25.2% | Q2 2014 |
| TSLX | $25.7M | 0.32% | 1.47% | -10.5% | Q1 2022 |
| VYM | $24.3M | 0.30% | Not reported | +61.3% | Q2 2013 |
| GOOGL | $22.6M | 0.28% | 0.00% | +4.8% | Q4 2015 |
| WMT | $22.2M | 0.27% | 0.00% | +1.4% | Q2 2013 |
| MU | $21.7M | 0.27% | 0.01% | Not reported | Q4 2014 |
| KO | $18M | 0.22% | 0.01% | +0.1% | Q2 2014 |
| PWR | $17.4M | 0.22% | 0.02% | -0.9% | Q3 2021 |
 MA | $16M | 0.20% | 0.00% | -0.8% | Q4 2014 |
| BXSL | $15.8M | 0.20% | 0.29% | -11.9% | Q4 2023 |
 PLTR | $14.6M | 0.18% | 0.00% | -0.1% | Q1 2021 |
| Q4 2025 | |||||
| AMZN | $636M | 7.04% | 0.03% | -1.7% | Q4 2015 |
| MSFT | $589M | 6.53% | 0.02% | -4.4% | Q3 2013 |
| SCHW | $558M | 6.18% | 0.31% | -4.5% | Q2 2013 |
| META | $488M | 5.41% | Not reported | +8.3% | Q3 2014 |
| V | $396M | 4.39% | 0.06% | -3.4% | Q2 2017 |
| UNH | $380M | 4.21% | 0.13% | +13.1% | Q3 2018 |
| SPGI | $368M | 4.08% | 0.24% | -4.6% | Q2 2016 |
| MCO | $368M | 4.07% | 0.40% | -1.2% | Q4 2013 |
| APO | $350M | 3.88% | 0.42% | -7.0% | Q4 2017 |
| GOOG | $318M | 3.52% | Not reported | -4.9% | Q4 2015 |
| GEV | $261M | 2.89% | 0.15% | +1.0% | Q2 2024 |
| BA | $210M | 2.33% | 0.10% | +59.7% | Q2 2013 |
| GLD | $190M | 2.11% | 0.13% | +7.5% | Q2 2013 |
| QQQ | $182M | 2.02% | Not reported | +10.0% | Q2 2018 |
| NVDA | $146M | 1.62% | 0.00% | -0.1% | Q4 2015 |
| SPY | $125M | 1.39% | Not reported | +12.8% | Q4 2017 |
| AVGO | $124M | 1.38% | 0.01% | +2.6% | Q3 2017 |
| NOW | $121M | 1.34% | 0.08% | +19.4% | Q2 2017 |
| SHOP | $111M | 1.22% | 0.17% | -5.1% | Q1 2019 |
| CRWD | $99.1M | 1.10% | 0.08% | +0.2% | Q1 2023 |
| NET | $91.5M | 1.01% | Not reported | -11.9% | Q1 2020 |
| MELI | $88M | 0.98% | 0.09% | +0.1% | Q2 2018 |
| AAPL | $85.6M | 0.95% | 0.00% | +4.4% | Q3 2014 |
| ASML | $81.7M | 0.90% | 0.02% | -11.3% | Q1 2020 |
| TSM | $81.5M | 0.90% | 0.00% | +28.5% | Q3 2020 |
| W | $75.2M | 0.83% | Not reported | +32.3% | Q3 2015 |
| UBER | $73.9M | 0.82% | 0.04% | -61.0% | Q4 2019 |
| NU | $68.8M | 0.76% | Not reported | +1.9% | Q2 2022 |
| ARCC | $62.4M | 0.69% | 0.43% | -1.6% | Q4 2014 |
| GBDC | $55.2M | 0.61% | 1.55% | -2.5% | Q4 2014 |
| JPM | $50.6M | 0.56% | 0.01% | +0.4% | Q3 2014 |
| BX | $48.7M | 0.54% | 0.04% | -2.7% | Q2 2017 |
| CPNG | $44.5M | 0.49% | Not reported | -5.3% | Q2 2024 |
| IBIT | $44.5M | 0.49% | 0.06% | +12.7% | Q1 2025 |
| SNOW | $41.9M | 0.46% | 0.06% | -18.7% | Q2 2021 |
| AMD | $39.9M | 0.44% | 0.01% | +1.2% | Q3 2021 |
| BRK.B | $36.6M | 0.41% | Not reported | -20.2% | Q2 2014 |
| PANW | $34.1M | 0.38% | 0.03% | +0.3% | Q3 2014 |
| COIN | $33.9M | 0.38% | 0.06% | -31.3% | Q2 2021 |
| TSLX | $33.9M | 0.38% | 1.65% | +0.1% | Q1 2022 |
| KKR | $31.7M | 0.35% | 0.03% | +0.4% | Q4 2017 |
| JNJ | $24.6M | 0.27% | 0.00% | +1.1% | Q2 2013 |
| GOOGL | $23.5M | 0.26% | 0.00% | -3.4% | Q4 2015 |
 SPOT | $22M | 0.24% | 0.02% | -19.2% | Q1 2019 |
 NFLX | $20.3M | 0.22% | 0.01% | -14.5% | Q4 2014 |
| BXSL | $19.9M | 0.22% | 0.33% | +5.7% | Q4 2023 |
| WMT | $19.6M | 0.22% | 0.00% | +7.8% | Q2 2013 |
 SE | $19.6M | 0.22% | 0.09% | New | Q4 2025 |
| MA | $18.4M | 0.20% | 0.00% | -6.5% | Q4 2014 |
| PLTR | $17.7M | 0.20% | 0.00% | +5.9% | Q1 2021 |
| Q3 2025 | |||||
| MSFT | $660M | 7.33% | 0.02% | -7.5% | Q3 2013 |
| AMZN | $615M | 6.83% | 0.03% | -7.5% | Q4 2015 |
| SCHW | $558M | 6.20% | 0.32% | -23.8% | Q2 2013 |
| META | $502M | 5.57% | Not reported | -6.1% | Q3 2014 |
| V | $399M | 4.44% | 0.06% | -12.9% | Q2 2017 |
| SPGI | $359M | 3.99% | 0.24% | -13.6% | Q2 2016 |
| UNH | $351M | 3.90% | 0.11% | -19.4% | Q3 2018 |
| MCO | $347M | 3.86% | 0.41% | -11.9% | Q4 2013 |
| APO | $347M | 3.85% | 0.45% | -9.0% | Q4 2017 |
| GOOG | $259M | 2.88% | Not reported | -3.9% | Q4 2015 |
| GEV | $243M | 2.70% | 0.15% | -12.5% | Q2 2024 |
| UBER | $227M | 2.52% | 0.11% | -45.7% | Q4 2019 |
| QQQ | $162M | 1.80% | Not reported | +13.0% | Q2 2018 |
| GLD | $159M | 1.76% | 0.13% | +21.2% | Q2 2013 |
| NVDA | $147M | 1.63% | 0.00% | +19.2% | Q4 2015 |
| BA | $131M | 1.45% | 0.08% | Not reported | Q2 2013 |
| NOW | $122M | 1.35% | 0.06% | -11.3% | Q2 2017 |
| AVGO | $116M | 1.28% | 0.01% | +18.3% | Q3 2017 |
| NET | $113M | 1.25% | Not reported | +12.4% | Q1 2020 |
| SPY | $109M | 1.21% | Not reported | +8.7% | Q4 2017 |
| SHOP | $108M | 1.19% | 0.18% | +21.0% | Q1 2019 |
| CRWD | $103M | 1.15% | 0.08% | +18.0% | Q1 2023 |
| MELI | $102M | 1.13% | 0.09% | +18.7% | Q2 2018 |
| ASML | $83.3M | 0.92% | 0.02% | +10.6% | Q1 2020 |
| AAPL | $76.8M | 0.85% | 0.00% | +0.6% | Q3 2014 |
| COIN | $73.7M | 0.82% | 0.08% | -6.0% | Q2 2021 |
| NU | $64.6M | 0.72% | Not reported | +20.2% | Q2 2022 |
| CPNG | $64.2M | 0.71% | Not reported | +40.7% | Q2 2024 |
| ARCC | $64M | 0.71% | 0.44% | +3.4% | Q4 2014 |
| TSM | $58.3M | 0.65% | 0.00% | +59.0% | Q3 2020 |
| GBDC | $57.1M | 0.63% | 1.57% | -1.5% | Q4 2014 |
| BX | $55.5M | 0.62% | 0.04% | -18.3% | Q2 2017 |
| SNOW | $53M | 0.59% | 0.07% | Not reported | Q2 2021 |
| IBIT | $51.7M | 0.57% | 0.06% | +539.3% | Q1 2025 |
| W | $50.6M | 0.56% | Not reported | -3.6% | Q3 2015 |
 ANET | $50.1M | 0.56% | 0.03% | +11.7% | Q2 2024 |
| JPM | $49.4M | 0.55% | 0.01% | +0.1% | Q3 2014 |
| BRK.B | $45.9M | 0.51% | Not reported | -17.4% | Q2 2014 |
| PANW | $37.5M | 0.42% | 0.03% | Not reported | Q3 2014 |
| TSLX | $35.6M | 0.40% | 1.65% | +0.1% | Q1 2022 |
 RBLX | $34.2M | 0.38% | 0.04% | New | Q3 2025 |
| SPOT | $32.7M | 0.36% | 0.02% | +17257.0% | Q1 2019 |
| KKR | $32.1M | 0.36% | 0.03% | +165.0% | Q4 2017 |
| NFLX | $30.3M | 0.34% | 0.01% | 0.0% | Q4 2014 |
 HUBS | $30.3M | 0.34% | 0.12% | +18.2% | Q2 2024 |
| AMD | $29.8M | 0.33% | 0.01% | +8290.8% | Q3 2021 |
 DUOL | $25.2M | 0.28% | 0.47% | Not reported | Q2 2022 |
 SBUX | $23.9M | 0.26% | 0.02% | -87.4% | Q4 2024 |
| JNJ | $21.8M | 0.24% | 0.00% | -10.7% | Q2 2013 |
| MA | $19.6M | 0.22% | 0.00% | -11.3% | Q4 2014 |