Allen Investment Management, LLC

13F filer, CIK 1326234, NEW YORK, NY

Allen Investment Management, LLC reported $8,417,006,764 across 215 holdings for the quarter ended 2024-09-30, in a 13F-HR filed 2024-11-07. Its ten largest share positions make up 61.92% of the portfolio.

Filed 2024-11-07 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC13F-HR 0001214659-24-018529

Period: 2024-09-30
Reported value: $8.42B
Holdings: 215
Top 10 weight: 61.92%
New: 9
Sold out: 9

Part of the filer group ALLEN OPERATIONS LLC

ALLEN & CO INC/ALLEN HOLDING INC Allen & CO LLC +3 others

How groups are built

Largest buys vs the previous quarter

Security	Shares change	Approx. value
METAadded	+388,354	$222M
AVGOadded	+148,363	$25.6M
AMLPadded	+529,343	$24.9M
NUadded	+1,031,414	$14.1M
SPYadded	+24,437	$14M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

Security	Shares change	Approx. value
MSFTreduced	-309,268	-$133M
VWOreduced	-1,474,123	-$70.5M
GOOGreduced	-365,159	-$61.1M
CPreduced	-288,132	-$24.6M
Vreduced	-79,796	-$21.9M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q3 2024

Share positions as resolved from 13F-HR 0001214659-24-018529, largest first. % of portfolio is the value over $8,417,006,764, the sum of the share positions whose value is usable for ratios (method).

Security	Shares	Value	% of portfolio	Change	Timeline
MSFTMICROSOFT CORP	1,667,404	$717M	8.52%	-309,268	Timeline
AMZNAMAZON COM INC	3,256,240	$607M	7.21%	-39,099	Timeline
UNHUNITEDHEALTH GROUP INC	997,266	$583M	6.93%	-27,371	Timeline
VVISA INC	2,012,618	$553M	6.57%	-79,796	Timeline
SCHWCHARLES SCHWAB CORP (THE)	8,494,607	$551M	6.54%	-217,757	Timeline
GOOGALPHABET INC	2,910,282	$487M	5.78%	-365,159	Timeline
SPGIS&P GLOBAL INC	933,764	$482M	5.73%	-23,984	Timeline
MCOMOODYS CORP	981,053	$466M	5.53%	-22,629	Timeline
UBERUBER TECHNOLOGIES INC	5,239,635	$394M	4.68%	-123,802	Timeline
DHRDANAHER CORP DEL	1,339,497	$372M	4.42%	-37,183	Timeline
METAMETA PLATFORMS INC	460,514	$264M	3.13%	+388,354	Timeline
LOWLOWES COS INC	811,794	$220M	2.61%	-44,988	Timeline
VTIVANGUARD INDEX FDS	596,031	$169M	2.01%	+1,064	Timeline
VEAVANGUARD TAX-MANAGED FDS	2,481,079	$131M	1.56%	0	Timeline
VOOVANGUARD INDEX FDS	244,031	$129M	1.53%	+1,353	Timeline
NOWSERVICENOW INC	130,493	$117M	1.39%	+6,054	Timeline
SLBSLB LIMITED	2,637,538	$111M	1.31%	-253,774	Timeline
AMLPALPS ETF TR	1,844,785	$86.9M	1.03%	+529,343	Timeline
SPYSTATE STR SPDR S&P 500 ETF T	134,999	$77.5M	0.92%	+24,437	Timeline
BRK-BBERKSHIRE HATHAWAY INC DEL	159,328	$73.3M	0.87%	+1,486	Timeline
AAPLAPPLE INC	289,755	$67.5M	0.8%	0	Timeline
ITOTISHARES TR	531,212	$66.7M	0.79%	0	Timeline
NVDANVIDIA CORPORATION	548,412	$66.6M	0.79%	-42,607	Timeline
NFLXNETFLIX INC.	78,825	$55.9M	0.66%	0	Timeline
COINCOINBASE GLOBAL INC	300,893	$53.6M	0.64%	-57,413	Timeline
CPCANADIAN PACIFIC KANSAS CITY	616,129	$52.7M	0.63%	-288,132	Timeline
MELIMERCADOLIBRE INC	23,088	$47.4M	0.56%	+3,585	Timeline
MAMASTERCARD INCORPORATED	95,596	$47.2M	0.56%	-24,985	Timeline
WDAYWORKDAY INC	179,618	$43.9M	0.52%	+16,749	Timeline
ARCCARES CAPITAL CORP	2,091,726	$43.8M	0.52%	+313,234	Timeline
GBDCGOLUB CAP BDC INC	2,681,079	$40.5M	0.48%	+434,286	Timeline
JPMJPMORGAN CHASE & CO	169,431	$35.7M	0.42%	0	Timeline
PANWPALO ALTO NETWORKS INC	103,849	$35.5M	0.42%	-2,390	Timeline
WWAYFAIR INC	624,500	$35.1M	0.42%	-21,000	Timeline
ASMLASML HLDG NV	40,272	$33.6M	0.4%	+5,765	Timeline
CRMSALESFORCE INC	121,772	$33.3M	0.4%	0	Timeline
VTEBVANGUARD MUN BD FDS	639,311	$32.7M	0.39%	-36,215	Timeline
MDBMONGODB INC	119,938	$32.4M	0.39%	-6,490	Timeline
VXUSVANGUARD STAR FDS	500,835	$32.4M	0.39%	+421	Timeline
CRWDCROWDSTRIKE HLDGS INC	114,658	$32.2M	0.38%	+32,600	Timeline
QQQINVESCO QQQ TR	63,696	$31.1M	0.37%	-406	Timeline
NETCLOUDFLARE INC	364,917	$29.5M	0.35%	+109,970	Timeline
IXUSISHARES TR	399,573	$29M	0.34%	-9	Timeline
NUNU HLDGS LTD	2,048,207	$28M	0.33%	+1,031,414	Timeline
JNJJOHNSON & JOHNSON	169,502	$27.5M	0.33%	0	Timeline
SNOWSNOWFLAKE INC	234,947	$27M	0.32%	0	Timeline
IEFAISHARES TR	340,959	$26.6M	0.32%	0	Timeline
AVGOBROADCOM INC	151,689	$26.2M	0.31%	+148,363	Timeline
IWBISHARES TR	82,367	$25.9M	0.31%	+6,478	Timeline
SHOPSHOPIFY INC	316,547	$25.4M	0.3%	+73,407	Timeline
ARISTA NETWORKS INCARISTA NETWORKS INC	64,956	$24.9M	0.3%	+30,135
VCSHVANGUARD SCOTTSDALE FDS	300,993	$23.9M	0.28%	+31,103	Timeline
GLDSPDR GOLD TR	96,583	$23.5M	0.28%	+18,461	Timeline
VCITVANGUARD SCOTTSDALE FDS	277,941	$23.3M	0.28%	+51,833	Timeline
DUOLDUOLINGO INC	78,507	$22.1M	0.26%	0	Timeline
GOOGLALPHABET INC	112,841	$18.7M	0.22%	+2,368	Timeline
KOCOCA COLA CO	250,900	$18M	0.21%	-184	Timeline
TSLXSIXTH STREET SPECIALTY LENDI	851,742	$17.5M	0.21%	+133,589	Timeline
EFAISHARES TR	196,810	$16.5M	0.2%	-9,305	Timeline
CPNGCOUPANG INC	660,896	$16.2M	0.19%	+487,174	Timeline
WMTWALMART INC	193,464	$15.6M	0.19%	0	Timeline
VGSHVANGUARD SCOTTSDALE FDS	263,591	$15.6M	0.18%	-18,740	Timeline
DDOGDATADOG INC	128,587	$14.8M	0.18%	+79,885	Timeline
HUBSHUBSPOT INC	25,930	$13.8M	0.16%	+16,554	Timeline
XLESELECT SECTOR SPDR TR	155,787	$13.7M	0.16%	+26,152	Timeline
VTVANGUARD INTL EQUITY INDEX F	113,293	$13.6M	0.16%	0	Timeline
MMYTMAKEMYTRIP LIMITED MAURITIUS	144,205	$13.4M	0.16%	+77,807	Timeline
ACWIISHARES TR	111,999	$13.4M	0.16%	0	Timeline
APOAPOLLO GLOBAL MGMT INC	106,990	$13.4M	0.16%	+28,672	Timeline
HDHOME DEPOT INC	32,051	$13M	0.15%	+15,990	Timeline
PGPROCTER & GAMBLE CO	70,704	$12.2M	0.15%	0	Timeline
TSMTAIWAN SEMICONDUCTOR MANUFAC	66,996	$11.6M	0.14%	+65,747	Timeline
IWVISHARES TR	35,383	$11.6M	0.14%	0	Timeline
GDGENERAL DYNAMICS CORP	33,954	$10.3M	0.12%	0	Timeline
DVYISHARES TR	72,973	$9.86M	0.12%	+48,295	Timeline
GEVGE VERNOVA INC	37,622	$9.59M	0.11%	0	Timeline
PWRQUANTA SVCS INC	32,000	$9.54M	0.11%	0	Timeline
IWFISHARES TR	25,154	$9.44M	0.11%	0	Timeline
VIGVANGUARD SPECIALIZED FUNDS	43,042	$8.52M	0.1%	0	Timeline
PLTRPALANTIR TECHNOLOGIES INC	213,818	$7.95M	0.09%	-18,272	Timeline
CARGCARGURUS INC	257,827	$7.74M	0.09%	0	Timeline
IJRISHARES TR	62,583	$7.32M	0.09%	0	Timeline
MDLZMONDELEZ INTL INC	93,947	$6.92M	0.08%	0	Timeline
BRK-ABERKSHIRE HATHAWAY INC DEL	10	$6.91M	0.08%	0	Timeline
BXSLBLACKSTONE SECD LENDING FD	235,672	$6.9M	0.08%	+58,715	Timeline
AFRMAFFIRM HLDGS INC	161,044	$6.57M	0.08%	0	Timeline
SPSBSPDR SERIES TRUST	204,584	$6.19M	0.07%	0	Timeline
MCDMCDONALDS CORP	19,564	$5.96M	0.07%	0	Timeline
BXBLACKSTONE INC	38,882	$5.95M	0.07%	+15,025	Timeline
AURAURORA INNOVATION INC	972,165	$5.76M	0.07%	0	Timeline
LLYELI LILLY & CO	6,488	$5.75M	0.07%	0	Timeline
VFHVANGUARD WORLD FD	44,098	$4.85M	0.06%	0	Timeline
MRKMERCK & CO INC	36,424	$4.14M	0.05%	0	Timeline
ABNBAIRBNB INC	30,538	$3.87M	0.05%	0	Timeline
SYYSYSCO CORP	49,077	$3.83M	0.05%	-37,008	Timeline
KKRKKR & CO INC	28,101	$3.67M	0.04%	new	Timeline
CARTMAPLEBEAR INC	85,563	$3.49M	0.04%	0	Timeline
HDVISHARES TR	29,195	$3.43M	0.04%	0	Timeline
DISDISNEY WALT CO	34,912	$3.36M	0.04%	0	Timeline
IBMINTERNATIONAL BUSINESS MACHS	15,000	$3.32M	0.04%	0	Timeline
ORLYOREILLY AUTOMOTIVE INC	2,550	$2.94M	0.03%	0	Timeline
AYIACUITY INC	10,530	$2.9M	0.03%	0	Timeline
IWDISHARES TR	15,188	$2.88M	0.03%	0	Timeline
PRIPRIMERICA INC	10,398	$2.76M	0.03%	0	Timeline
IWRISHARES TR	31,000	$2.73M	0.03%	0	Timeline
VWOVANGUARD INTL EQUITY INDEX F	54,070	$2.59M	0.03%	-1,474,123	Timeline
BNBROOKFIELD CORP	46,719	$2.48M	0.03%	0	Timeline
EEMISHARES TR	52,562	$2.41M	0.03%	-143,576	Timeline
CNICANADIAN NATL RY CO	20,000	$2.34M	0.03%	0	Timeline
URIUNITED RENTALS INC	2,799	$2.27M	0.03%	0	Timeline
ELVELEVANCE HEALTH INC FORMERLY	4,310	$2.24M	0.03%	-911	Timeline
BABAALIBABA GROUP HLDG LTD	20,574	$2.18M	0.03%	-15,131	Timeline
ETSYETSY INC	38,618	$2.14M	0.03%	0	Timeline
GSGOLDMAN SACHS GROUP INC	4,176	$2.07M	0.02%	0	Timeline
ABTABBOTT LABORATORIES	16,963	$1.93M	0.02%	+2,662	Timeline
APPAPPLOVIN CORP	14,130	$1.84M	0.02%	0	Timeline
VEUVANGUARD INTL EQUITY INDEX F	27,227	$1.72M	0.02%	0	Timeline
AMGNAMGEN INC	5,083	$1.64M	0.02%	0	Timeline
INTUINTUIT	2,594	$1.61M	0.02%	-33,760	Timeline
ABBVABBVIE INC	8,060	$1.59M	0.02%	0	Timeline
PPLIPEOPLE INC	29,357	$1.58M	0.02%	0	Timeline
DHID R HORTON INC	8,117	$1.55M	0.02%	0	Timeline
TWLOTWILIO INC	23,400	$1.53M	0.02%	0	Timeline
FGF&G ANNUITIES & LIFE INC	33,384	$1.49M	0.02%	0	Timeline
DOVDOVER CORP	7,743	$1.48M	0.02%	0	Timeline
ACWXISHARES TR	25,352	$1.45M	0.02%	0	Timeline
HONHONEYWELL INTL INC	7,011	$1.45M	0.02%	0	Timeline
BSVVANGUARD BD INDEX FDS	18,289	$1.44M	0.02%	-4,605	Timeline
IWMISHARES TR	6,500	$1.44M	0.02%	0	Timeline
COSTCOSTCO WHOLESALE CORPORATION	1,608	$1.43M	0.02%	+436	Timeline
RJFRAYMOND JAMES FINL INC	11,150	$1.37M	0.02%	0	Timeline
OEFISHARES TR	4,689	$1.3M	0.02%	0	Timeline
XLFSELECT SECTOR SPDR TR	27,791	$1.26M	0.01%	0	Timeline
HSYHERSHEY CO	6,520	$1.25M	0.01%	0	Timeline
LENLENNAR CORP	6,666	$1.25M	0.01%	0	Timeline
XOMEXXON MOBIL CORP	10,283	$1.21M	0.01%	0	Timeline
PGRPROGRESSIVE CORP	4,707	$1.19M	0.01%	+2,263	Timeline
TMOTHERMO FISHER SCIENTIFIC INC	1,914	$1.18M	0.01%	+612	Timeline
DCIDONALDSON INC	16,000	$1.18M	0.01%	0	Timeline
ORCLORACLE CORP	6,796	$1.16M	0.01%	+3,133	Timeline
SAPSAP SE	5,000	$1.15M	0.01%	0	Timeline
ALCOALICO INC	40,391	$1.13M	0.01%	0	Timeline
KLACKLA CORP	1,416	$1.1M	0.01%	+693	Timeline
ADBEADOBE INC	1,919	$994K	0.01%	-15,650	Timeline
SMARTSHEET INC. (CLASS A)SMARTSHEET INC. (CLASS A)	17,673	$978K	0.01%	new
AGIOAGIOS PHARMACEUTICALS INC	21,781	$968K	0.01%	0	Timeline
WMWASTE MGMT INC DEL	4,649	$965K	0.01%	+2,085	Timeline
AJGGALLAGHER ARTHUR J & CO	3,312	$932K	0.01%	+1,592	Timeline
ALCALCON AG	9,176	$918K	0.01%	+4,457	Timeline
BKNGBOOKING HOLDINGS INC	203	$855K	0.01%	+99	Timeline
MTCHMATCH GROUP INC NEW	22,479	$851K	0.01%	0	Timeline
IYWISHARES TR	5,464	$828K	0.01%	0	Timeline
CSCOCISCO SYS INC	15,561	$828K	0.01%	0	Timeline
COPCONOCOPHILLIPS	7,640	$804K	0.01%	0	Timeline
AWKAMERICAN WTR WKS CO INC NEW	5,000	$731K	0.01%	0	Timeline
EMREMERSON ELEC CO	6,644	$727K	0.01%	0	Timeline
ZTSZOETIS INC	3,707	$724K	0.01%	+1,910	Timeline
KMBKIMBERLY-CLARK CORP	5,000	$711K	0.01%	0	Timeline
GEGE AEROSPACE	3,750	$707K	0.01%	0	Timeline
IJTISHARES TR	5,000	$697K	0.01%	0	Timeline
IJKISHARES TR	7,556	$695K	0.01%	0	Timeline
AFLAFLAC INC	6,000	$671K	0.01%	0	Timeline
VNQVANGUARD INDEX FDS	6,781	$661K	0.01%	0	Timeline
IWPISHARES TR	5,439	$638K	0.01%	0	Timeline
XLVSELECT SECTOR SPDR TR	3,943	$607K	0.01%	0	Timeline
NYTNEW YORK TIMES CO MTN BE	10,520	$586K	0.01%	0	Timeline
TXNTEXAS INSTRS INC	2,761	$570K	0.01%	+1,269	Timeline
BAMBROOKFIELD ASSET MANAGMT LTD	11,759	$556K	0.01%	0	Timeline
BRZEBRAZE INC	17,154	$555K	0.01%	0	Timeline
EPDENTERPRISE PRODS PARTNERS L	18,987	$553K	0.01%	new	Timeline
AXPAMERICAN EXPRESS CO	1,976	$536K	0.01%	0	Timeline
UNILEVER PLCUNILEVER PLC	8,005	$520K	0.01%	0
ENSTAR GROUP LIMITEDENSTAR GROUP LIMITED	1,600	$515K	0.01%	0
BIVVANGUARD BD INDEX FDS	6,549	$513K	0.01%	0	Timeline
PEPPEPSICO INC	2,961	$504K	0.01%	0	Timeline
IWOISHARES TR	1,720	$488K	0.01%	0	Timeline
XLPSELECT SECTOR SPDR TR	5,813	$482K	0.01%	0	Timeline
VUGVANGUARD INDEX FDS	1,250	$480K	0.01%	0	Timeline
XLYSELECT SECTOR SPDR TR	2,278	$456K	0.01%	0	Timeline
HUMHUMANA INC	1,408	$446K	0.01%	0	Timeline
NKENIKE INC	5,019	$444K	0.01%	+2,233	Timeline
MMM3M CO	3,230	$442K	0.01%	0	Timeline
PSXPHILLIPS 66	3,318	$436K	0.01%	0	Timeline
IEVISHARES TR	7,448	$434K	0.01%	0	Timeline
XLISELECT SECTOR SPDR TR	3,202	$434K	0.01%	0	Timeline
IWSISHARES TR	3,231	$427K	0.01%	0	Timeline
MSMORGAN STANLEY	4,034	$421K	<0.01%	0	Timeline
MKLMARKEL GROUP INC	262	$411K	<0.01%	0	Timeline
NSCNORFOLK SOUTHN CORP	1,589	$395K	<0.01%	0	Timeline
ADPAUTOMATIC DATA PROCESSING IN	1,409	$390K	<0.01%	+525	Timeline
CACCCREDIT ACCEP CORP MICH	800	$355K	<0.01%	0	Timeline
AMDADVANCED MICRO DEVICES INC	2,115	$347K	<0.01%	-36,131	Timeline
FICOFAIR ISAAC CORP	178	$346K	<0.01%	0	Timeline
IWNISHARES TR	2,041	$340K	<0.01%	0	Timeline
QCOMQUALCOMM INC	1,935	$329K	<0.01%	0	Timeline
EPAMEPAM SYS INC	1,610	$320K	<0.01%	0	Timeline
IRMIRON MTN INC DEL	2,696	$320K	<0.01%	0	Timeline
ALABASTERA LABS INC	5,836	$306K	<0.01%	new	Timeline
AMATAPPLIED MATLS INC	1,483	$300K	<0.01%	0	Timeline
HSIIHEIDRICK & STRUGGLES INTL IN	7,500	$291K	<0.01%	new	Timeline
TCPCBLACKROCK TCP CAPITAL CORP	34,248	$284K	<0.01%	0	Timeline
DEODIAGEO PLC	1,983	$278K	<0.01%	new	Timeline
CPRTCOPART INC	4,808	$252K	<0.01%	0	Timeline
SGSWEETGREEN INC	6,986	$248K	<0.01%	0	Timeline
CCEPCOCA-COLA EUROPACIFIC PARTNE	3,000	$236K	<0.01%	0	Timeline
DEDEERE & CO	566	$236K	<0.01%	0	Timeline
BACBANK OF AMER CORP	5,861	$233K	<0.01%	0	Timeline
NMFCNEW MTN FIN CORP	19,010	$228K	<0.01%	0	Timeline
CCICROWN CASTLE INC	1,770	$210K	<0.01%	new	Timeline
PCORPROCORE TECHNOLOGIES INC	3,385	$209K	<0.01%	0	Timeline
CTASCINTAS CORP	1,000	$206K	<0.01%	new	Timeline
VUSBVANGUARD BD INDEX FDS	4,089	$204K	<0.01%	0	Timeline
ABGASBURY AUTOMOTIVE GROUP INC	854	$204K	<0.01%	-245	Timeline
WULFTERAWULF INC	18,503	$86.6K	<0.01%	new	Timeline
VIMEO INCVIMEO INC	15,067	$76.1K	<0.01%	0

Sold out in Q3 2024

Positions in the previous quarter's report that this quarter's report no longer lists.

Security	Shares before	Value before	Type
VEEVVEEVA SYS INC	63,693	$11.7M	shares
CMCSACOMCAST CORP NEW	151,958	$5.95M	shares
AGXARGAN INC	60,077	$4.4M	shares
TEAMATLASSIAN CORPORATION	22,478	$3.98M	shares
LBRDKLIBERTY BROADBAND CORP	41,265	$2.26M	shares
MQMARQETA INC	109,575	$600K	shares
SRTASTRATA CRITICAL MEDICAL INC	100,000	$348K	shares
AMANTERO MIDSTREAM CORP	17,528	$258K	shares
SSTKSHUTTERSTOCK INC	5,500	$213K	shares

How Q3 2024 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

Filing	Role	Amendment	Filed	Accepted	Ingested
13F-HR 0001214659-24-018529	base		2024-11-07	acceptance time not in the bulk data set	2026-10-07 18:26:56 UTC