Stock Taper

ALLEN INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Moody's CorporationMCO544.86K$246.78M
Shopify Inc.SHOP519.49K$59.33M
ServiceNow, Inc.NOW443.06K$43.99M
Cloudflare, Inc.NET328.35K$80.54M
KKR & Co. Inc.KKR315.68K$28.97M
Apple Inc.AAPL314.36K$90.96M
GE Vernova Inc.GEV286.07K$336.09M
Blackstone Inc.BX269.03K$31.66M
CarGurus, Inc.CARG257.83K$8.79M
The Coca-Cola CompanyKO237.24K$19.28M
Snowflake Inc.SNOW191.02K$48.61M
Walmart Inc.WMT178.67K$20.23M
Palo Alto Networks, Inc.PANW161.49K$55.04M
JPMorgan Chase & Co.JPM155.66K$50.95M
Coinbase Global, Inc.COIN138.44K$20.24M
CrowdStrike Holdings, Inc.CRWD130.57K$99.64M
Advanced Micro Devices, Inc.AMD130.28K$75.68M
Affirm Holdings, Inc.AFRM116.68K$9.52M
Johnson & JohnsonJNJ114.15K$28.99M
Palantir Technologies Inc.PLTR99.7K$11.63M