ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | BA | 606K | $130.89M |
 | W | 566K | $50.58M |
 | NET | 526K | $112.95M |
 | GEV | 396K | $243.31M |
 | AVGO | 350K | $115.50M |
 | ANET | 344K | $50.14M |
 | BX | 325K | $55.47M |
 | AAPL | 302K | $76.79M |
 | SBUX | 282K | $23.86M |
 | CARG | 269K | $10.01M |
 | KKR | 247K | $32.15M |
 | RBLX | 247K | $34.24M |
 | KO | 238K | $15.78M |
 | SNOW | 235K | $52.99M |
 | COIN | 218K | $73.69M |
 | CRWD | 211K | $103.50M |
 | TSM | 209K | $58.28M |
 | AMD | 184K | $29.81M |
 | PANW | 184K | $37.51M |
 | WMT | 163K | $16.85M |
The Boeing Company
BA
Shares Held
606K
Value
$130.89M
Wayfair Inc.
W
Shares Held
566K
Value
$50.58M
Cloudflare, Inc.
NET
Shares Held
526K
Value
$112.95M
GE Vernova Inc.
GEV
Shares Held
396K
Value
$243.31M
Broadcom Inc.
AVGO
Shares Held
350K
Value
$115.50M
Arista Networks, Inc.
ANET
Shares Held
344K
Value
$50.14M
Blackstone Inc.
BX
Shares Held
325K
Value
$55.47M
Apple Inc.
AAPL
Shares Held
302K
Value
$76.79M
Starbucks Corporation
SBUX
Shares Held
282K
Value
$23.86M
CarGurus, Inc.
CARG
Shares Held
269K
Value
$10.01M
KKR & Co. Inc.
KKR
Shares Held
247K
Value
$32.15M
Roblox Corporation
RBLX
Shares Held
247K
Value
$34.24M
The Coca-Cola Company
KO
Shares Held
238K
Value
$15.78M
Snowflake Inc.
SNOW
Shares Held
235K
Value
$52.99M
Coinbase Global, Inc.
COIN
Shares Held
218K
Value
$73.69M
CrowdStrike Holdings, Inc.
CRWD
Shares Held
211K
Value
$103.50M
Taiwan Semiconductor Manufacturing Company Limited
TSM
Shares Held
209K
Value
$58.28M
Advanced Micro Devices, Inc.
AMD
Shares Held
184K
Value
$29.81M
Palo Alto Networks, Inc.
PANW
Shares Held
184K
Value
$37.51M
Walmart Inc.
WMT
Shares Held
163K
Value
$16.85M