Stock Taper

ALLEN INVESTMENT MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
Lam Research CorporationLRCX92.74K$40.19M
Mondelez International, Inc.MDLZ88.86K$5.14M
Alphabet Inc.GOOGL80.5K$28.77M
Brookfield CorporationBN73.46K$3.13M
Uber Technologies, Inc.UBER70.03K$5.05M
The Procter & Gamble CompanyPG69.7K$10.22M
ASML Holding N.V.ASML65.48K$130.28M
Workday, Inc.WDAY61.53K$7.53M
Canadian Pacific Kansas City Ltd.CP59.35K$5.14M
Berkshire Hathaway Inc.BRK-B55.74K$27.89M
Ciena CorporationCIEN51.51K$25.27M
Altria Group, Inc.MO48.37K$3.48M
Micron Technology, Inc.MU47.22K$54.5M
Wise Group plc Class A Ordinary SharesWSE44.53K$530.3K
Cameco CorporationCCJ35.72K$3.64M
General Dynamics CorporationGD34.52K$12.23M
MercadoLibre, Inc.MELI34.06K$57.82M
Quanta Services, Inc.PWR31.7K$22.83M
Airbnb, Inc.ABNB30.54K$4.37M
Sysco CorporationSYY28.83K$2.41M