ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | JPM | 157K | $49.37M |
 | NOW | 132K | $121.88M |
 | JNJ | 118K | $21.79M |
 | AFRM | 117K | $8.53M |
 | PLTR | 94K | $17.18M |
 | BRK-B | 91K | $45.89M |
 | MDLZ | 89K | $5.55M |
 | ASML | 86K | $83.28M |
 | CP | 81K | $6.02M |
 | DUOL | 78K | $25.24M |
 | GOOGL | 78K | $18.90M |
 | WDAY | 73K | $17.47M |
 | PG | 65K | $10.04M |
 | HUBS | 65K | $30.28M |
 | SPOT | 47K | $32.71M |
 | BN | 47K | $3.20M |
 | ABNB | 45K | $5.45M |
 | MELI | 44K | $102.00M |
 | LOW | 43K | $10.69M |
 | ORLY | 38K | $4.12M |
JPMorgan Chase & Co.
JPM
Shares Held
157K
Value
$49.37M
ServiceNow, Inc.
NOW
Shares Held
132K
Value
$121.88M
Johnson & Johnson
JNJ
Shares Held
118K
Value
$21.79M
Affirm Holdings, Inc.
AFRM
Shares Held
117K
Value
$8.53M
Palantir Technologies Inc.
PLTR
Shares Held
94K
Value
$17.18M
Berkshire Hathaway Inc.
BRK-B
Shares Held
91K
Value
$45.89M
Mondelez International, Inc.
MDLZ
Shares Held
89K
Value
$5.55M
ASML Holding N.V.
ASML
Shares Held
86K
Value
$83.28M
Canadian Pacific Kansas City Ltd.
CP
Shares Held
81K
Value
$6.02M
Duolingo, Inc.
DUOL
Shares Held
78K
Value
$25.24M
Alphabet Inc.
GOOGL
Shares Held
78K
Value
$18.90M
Workday, Inc.
WDAY
Shares Held
73K
Value
$17.47M
The Procter & Gamble Company
PG
Shares Held
65K
Value
$10.04M
HubSpot, Inc.
HUBS
Shares Held
65K
Value
$30.28M
Spotify Technology S.A.
SPOT
Shares Held
47K
Value
$32.71M
Brookfield Corporation
BN
Shares Held
47K
Value
$3.20M
Airbnb, Inc.
ABNB
Shares Held
45K
Value
$5.45M
MercadoLibre, Inc.
MELI
Shares Held
44K
Value
$102.00M
Lowe's Companies, Inc.
LOW
Shares Held
43K
Value
$10.69M
O'Reilly Automotive, Inc.
ORLY
Shares Held
38K
Value
$4.12M