ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | SCHW | 5.33M | $500.77M |
 | NU | 4.22M | $60.65M |
 | GBDC | 3.37M | $42.61M |
 | ARCC | 2.60M | $46.82M |
 | AMZN | 2.56M | $533.87M |
 | APO | 2.22M | $247.09M |
 | CPNG | 1.64M | $31.02M |
 | TSLX | 1.40M | $25.66M |
 | BA | 1.19M | $237.49M |
 | GOOG | 1.19M | $340.46M |
 | MSFT | 1.14M | $420.35M |
 | UNH | 1.10M | $297.28M |
 | V | 1.08M | $326.63M |
 | AUR | 1.02M | $4.21M |
 | OBDC | 906K | $10.02M |
 | W | 749K | $56.35M |
 | META | 704K | $402.90M |
 | MCO | 702K | $306.17M |
 | NVDA | 690K | $120.27M |
 | SPGI | 671K | $285.24M |
The Charles Schwab Corporation
SCHW
Shares Held
5.33M
Value
$500.77M
Nu Holdings Ltd.
NU
Shares Held
4.22M
Value
$60.65M
Golub Capital BDC, Inc.
GBDC
Shares Held
3.37M
Value
$42.61M
Ares Capital Corporation
ARCC
Shares Held
2.60M
Value
$46.82M
Amazon.com, Inc.
AMZN
Shares Held
2.56M
Value
$533.87M
Apollo Global Management, Inc.
APO
Shares Held
2.22M
Value
$247.09M
Coupang, Inc.
CPNG
Shares Held
1.64M
Value
$31.02M
Sixth Street Specialty Lending, Inc.
TSLX
Shares Held
1.40M
Value
$25.66M
The Boeing Company
BA
Shares Held
1.19M
Value
$237.49M
Alphabet Inc.
GOOG
Shares Held
1.19M
Value
$340.46M
Microsoft Corporation
MSFT
Shares Held
1.14M
Value
$420.35M
UnitedHealth Group Incorporated
UNH
Shares Held
1.10M
Value
$297.28M
Visa Inc.
V
Shares Held
1.08M
Value
$326.63M
Aurora Innovation, Inc.
AUR
Shares Held
1.02M
Value
$4.21M
Blue Owl Capital Corporation
OBDC
Shares Held
906K
Value
$10.02M
Wayfair Inc.
W
Shares Held
749K
Value
$56.35M
Meta Platforms, Inc.
META
Shares Held
704K
Value
$402.90M
Moody's Corporation
MCO
Shares Held
702K
Value
$306.17M
NVIDIA Corporation
NVDA
Shares Held
690K
Value
$120.27M
S&P Global Inc.
SPGI
Shares Held
671K
Value
$285.24M