Stock Taper

ALLEN INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Nu Holdings Ltd.NU3.54M$47.34M
The Charles Schwab CorporationSCHW3.41M$315.09M
Golub Capital BDC, Inc.GBDC3.17M$40.88M
Aurora Innovation, Inc.AUR3.05M$20.77M
Ares Capital CorporationARCC2.44M$45.24M
Amazon.com, Inc.AMZN2.32M$552.09M
Sixth Street Specialty Lending, Inc.TSLX1.37M$23.5M
Alphabet Inc.GOOG1.29M$457.16M
NVIDIA CorporationNVDA1.29M$257.22M
Coupang, Inc.CPNG1.26M$21.85M
Apollo Global Management, Inc.APO1.12M$132.27M
Microsoft CorporationMSFT957.01K$356.98M
The Boeing CompanyBA936.44K$202.71M
Visa Inc.V914.62K$313.8M
UnitedHealth Group IncorporatedUNH876.26K$364.2M
Blue Owl Capital CorporationOBDC861.45K$9.36M
Wayfair Inc.W749.25K$69.25M
Taiwan Semiconductor Manufacturing Company LimitedTSM642.06K$306.63M
Meta Platforms, Inc.META606.32K$341.53M
Broadcom Inc.AVGO583.29K$220.34M