ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 5.58M | $557.92M |
 | NU | 4.11M | $68.83M |
 | GBDC | 4.07M | $55.23M |
 | ARCC | 3.09M | $62.44M |
 | AMZN | 2.75M | $635.76M |
 | APO | 2.42M | $350.06M |
 | CPNG | 1.89M | $44.54M |
 | TSLX | 1.56M | $33.89M |
 | MSFT | 1.22M | $589.29M |
 | UNH | 1.15M | $379.99M |
 | V | 1.13M | $396.18M |
 | AUR | 1.02M | $3.93M |
 | GOOG | 1.01M | $317.63M |
 | BA | 969K | $210.28M |
 | OBDC | 906K | $11.26M |
 | UBER | 904K | $73.87M |
 | NOW | 791K | $121.16M |
 | NVDA | 785K | $146.40M |
 | W | 749K | $75.23M |
 | META | 740K | $488.24M |
The Charles Schwab Corporation
SCHW
Shares Held
5.58M
Value
$557.92M
Nu Holdings Ltd.
NU
Shares Held
4.11M
Value
$68.83M
Golub Capital BDC, Inc.
GBDC
Shares Held
4.07M
Value
$55.23M
Ares Capital Corporation
ARCC
Shares Held
3.09M
Value
$62.44M
Amazon.com, Inc.
AMZN
Shares Held
2.75M
Value
$635.76M
Apollo Global Management, Inc.
APO
Shares Held
2.42M
Value
$350.06M
Coupang, Inc.
CPNG
Shares Held
1.89M
Value
$44.54M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
1.56M
Value
$33.89M
Microsoft Corporation
MSFT
Shares Held
1.22M
Value
$589.29M
UnitedHealth Group Incorporated
UNH
Shares Held
1.15M
Value
$379.99M
Visa Inc.
V
Shares Held
1.13M
Value
$396.18M
Aurora Innovation, Inc.
AUR
Shares Held
1.02M
Value
$3.93M
Alphabet Inc.
GOOG
Shares Held
1.01M
Value
$317.63M
The Boeing Company
BA
Shares Held
969K
Value
$210.28M
Blue Owl Capital Corporation
OBDC
Shares Held
906K
Value
$11.26M
Uber Technologies, Inc.
UBER
Shares Held
904K
Value
$73.87M
ServiceNow, Inc.
NOW
Shares Held
791K
Value
$121.16M
NVIDIA Corporation
NVDA
Shares Held
785K
Value
$146.40M
Wayfair Inc.
W
Shares Held
749K
Value
$75.23M
Meta Platforms, Inc.
META
Shares Held
740K
Value
$488.24M