Stock Taper 
ALLEN INVESTMENT MANAGEMENT LLC
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Blackstone Inc. | BX | 269.03K | $31.66M |
 GE Vernova Inc. | GEV | 286.07K | $336.09M |
 Apple Inc. | AAPL | 314.36K | $90.96M |
 KKR & Co. Inc. | KKR | 315.68K | $28.97M |
 Cloudflare, Inc. | NET | 328.35K | $80.54M |
 ServiceNow, Inc. | NOW | 443.06K | $43.99M |
 Shopify Inc. | SHOP | 519.49K | $59.33M |
 Moody's Corporation | MCO | 544.86K | $246.78M |
 Broadcom Inc. | AVGO | 583.29K | $220.34M |
 Meta Platforms, Inc. | META | 606.32K | $341.53M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 642.06K | $306.63M |
 Wayfair Inc. | W | 749.25K | $69.25M |
 Blue Owl Capital Corporation | OBDC | 861.45K | $9.36M |
 UnitedHealth Group Incorporated | UNH | 876.26K | $364.2M |
 Visa Inc. | V | 914.62K | $313.8M |
 The Boeing Company | BA | 936.44K | $202.71M |
 Microsoft Corporation | MSFT | 957.01K | $356.98M |
 Apollo Global Management, Inc. | APO | 1.12M | $132.27M |
 Coupang, Inc. | CPNG | 1.26M | $21.85M |
 NVIDIA Corporation | NVDA | 1.29M | $257.22M |