EdgeMarket › What Allen Investment Management, Llc reported owning
What Allen Investment Management, Llc reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
8.1BPositions
221Quarter
2026-03-31Shown below
50largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| AMZN AMAZON COM INC | 533.9M | 6.6% | 2.6M | 258.63 | +15.6% |
| SCHW SCHWAB CHARLES CORP | 500.8M | 6.2% | 5.3M | 112.30 | +17.6% |
| MSFT MICROSOFT CORP | 420.4M | 5.2% | 1.1M | 483.24 | -4.4% |
| META Meta Platforms, Inc. | 402.9M | 5.0% | 704.2K | 549.90 | -26.5% |
| GOOG Alphabet Inc. | 340.5M | 4.2% | 1.2M | 341.75 | +70.7% |
| GEV GE Vernova Inc. | 339.1M | 4.2% | 388.4K | 956.85 | +58.3% |
| V VISA INC. | 326.6M | 4.0% | 1.1M | 371.04 | +7.9% |
| MCO MOODYS CORP /DE/ | 306.2M | 3.8% | 701.8K | 503.32 | -2.3% |
| UNH UNITEDHEALTH GROUP INC | 297.3M | 3.7% | 1.1M | 390.11 | +30.1% |
| SPGI S&P Global Inc. | 285.2M | 3.5% | 670.6K | 431.29 | -22.6% |
| APO Apollo Global Management, Inc. | 247.1M | 3.1% | 2.2M | 132.69 | -2.0% |
| BA BOEING CO | 237.5M | 2.9% | 1.2M | 214.20 | -5.1% |
| GLD SPDR GOLD TRUST | 214.5M | 2.7% | 498.5K | 423.36 | +37.3% |
| AMLP Alerian MLP ETF | 210.9M | 2.6% | 4.0M | 54.75 | +13.9% |
| VTI Vanguard Morningstar Total Stock Market ETF | 190.8M | 2.4% | 594.7K | 378.24 | +20.5% |
| QQQ INVESCO QQQ TRUST, SERIES 1 | 182.1M | 2.3% | 315.5K | 713.44 | +26.1% |
| VOO Vanguard S&P 500 ETF | 153.9M | 1.9% | 257.6K | 703.71 | +20.0% |
| XLE State Street Energy Select Sector SPDR ETF | 144.9M | 1.8% | 2.4M | 63.64 | +48.3% |
| SPY SPDR S&P 500 ETF TRUST | 120.5M | 1.5% | 185.3K | 765.72 | +20.0% |
| NVDA NVIDIA CORP | 120.3M | 1.5% | 689.6K | 214.72 | +22.4% |
| TSM TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD | 113.9M | 1.4% | 337.2K | 418.95 | +83.3% |
| VEA Vanguard FTSE Developed Markets ETF | 113.9M | 1.4% | 1.8M | 73.42 | +24.7% |
| AVGO Broadcom Inc. | 92.9M | 1.1% | 300.2K | 368.45 | +26.5% |
| VXUS Vanguard Total International Stock ETF | 92.8M | 1.1% | 1.2M | 87.71 | +22.7% |
| ASML ASML HOLDING NV | 83.0M | 1.0% | 62.9K | 1,763.76 | +135.3% |
| AAPL Apple Inc. | 79.9M | 1.0% | 314.7K | 309.35 | +36.9% |
| MELI MERCADOLIBRE INC | 76.6M | 0.9% | 44.3K | 1,922.73 | -17.7% |
| NET Cloudflare, Inc. | 70.8M | 0.9% | 343.0K | 293.14 | +51.7% |
| CRWD CrowdStrike Holdings, Inc. | 67.9M | 0.8% | 173.8K | 191.95 | +83.2% |
| SHOP SHOPIFY INC. | 66.6M | 0.8% | 561.1K | 149.25 | +8.7% |
| NOW ServiceNow, Inc. | 65.7M | 0.8% | 628.6K | 128.48 | -27.8% |
| NU Nu Holdings Ltd. | 60.7M | 0.7% | 4.2M | 14.58 | +7.0% |
| W Wayfair Inc. | 56.4M | 0.7% | 749.2K | 101.52 | +27.0% |
| ARCC ARES CAPITAL CORP | 46.8M | 0.6% | 2.6M | 19.92 | -10.6% |
| JPM JPMORGAN CHASE & CO | 45.8M | 0.6% | 155.6K | 351.58 | +20.3% |
| RSP Invesco S&P 500 Equal Weight ETF | 44.7M | 0.6% | 232.7K | 221.67 | +18.8% |
| GBDC GOLUB CAPITAL BDC, Inc. | 42.6M | 0.5% | 3.4M | 13.20 | -10.3% |
| VWO Vanguard FTSE Emerging Markets ETF | 42.4M | 0.5% | 784.7K | 60.45 | +17.7% |
| IXUS iShares Core MSCI Total International Stock ET | 41.3M | 0.5% | 476.5K | 97.94 | +22.5% |
| AMD ADVANCED MICRO DEVICES INC | 38.7M | 0.5% | 190.1K | 473.25 | +186.5% |
| VCSH Vanguard Short-Term Corporate Bond ETF | 38.1M | 0.5% | 480.9K | 78.59 | -1.3% |
| ITOT iShares Core S&P Total U.S. Stock Market ETF | 35.0M | 0.4% | 245.6K | 167.97 | +20.5% |
| IBIT iShares Bitcoin Trust ETF | 34.3M | 0.4% | 892.3K | 43.68 | -32.7% |
| VTEB Vanguard Tax-Exempt Bond ETF | 33.6M | 0.4% | 673.3K | 49.54 | +1.4% |
| BX Blackstone Inc. | 32.9M | 0.4% | 286.1K | 143.38 | -12.8% |
| VCIT Vanguard Intermediate-Term Corporate Bond ETF | 32.7M | 0.4% | 395.2K | 81.05 | -2.5% |
| CPNG Coupang, Inc. | 31.0M | 0.4% | 1.6M | 16.45 | -43.0% |
| IEFA iShares Core MSCI EAFE ETF | 30.9M | 0.4% | 341.2K | 100.85 | +16.8% |
| KKR KKR & Co. Inc. | 30.1M | 0.4% | 325.4K | 108.48 | -21.4% |
| UBER Uber Technologies, Inc | 30.1M | 0.4% | 418.0K | 78.80 | -15.9% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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