AIAllen Investment Management, LLC
Institutional investor · Portfolio as of Q3 2020
Top Holdings179 positions
AMAZON COM INC | 130,365 | $410.5M | 7.6% | $94.55 | +66.51% | 7 qtrssince 2019-Q1 | Decreased 0 |
CHARTER COMMUNICATIONS INC N | 566,107 | $353.4M | 6.6% | $368.92 | +69.82% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALPHABET INC | 222,609 | $327.1M | 6.1% | $59.58 | +22.17% | 7 qtrssince 2019-Q1 | Decreased 0 |
MICROSOFT CORP | 1.4M | $291M | 5.4% | $116.37 | +71.88% | 7 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 929,395 | $289.8M | 5.4% | $223.18 | +25.81% | 7 qtrssince 2019-Q1 | Increased 60 |
WAYFAIR INC | 947,000 | $275.6M | 5.1% | $146.30 | +101.41% | 7 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 885,925 | $260.4M | 4.8% | $180.02 | +53.68% | 7 qtrssince 2019-Q1 | Decreased 0 |
LOWES COS INC | 1.5M | $256.2M | 4.8% | $95.31 | +55.76% | 7 qtrssince 2019-Q1 | Increased 58 |
META PLATFORMS INC | 948,536 | $248.4M | 4.6% | $187.91 | +38.05% | 7 qtrssince 2019-Q1 | Increased 70 |
COMCAST CORP NEW | 5.3M | $243.4M | 4.5% | $31.28 | +18.38% | 7 qtrssince 2019-Q1 | Decreased 0 |
| 1.2M | $224.5M | 4.2% | $11.45 | -32.92% | 7 qtrssince 2019-Q1 | Decreased 0 | |
VISA INC | 1.1M | $214.2M | 4.0% | $171.92 | +11.34% | 7 qtrssince 2019-Q1 | Increased 62 |
MOODYS CORP | 539,429 | $156.4M | 2.9% | $170.60 | +61.54% | 7 qtrssince 2019-Q1 | Decreased 0 |
TRANSDIGM GROUP INC | 306,369 | $145.6M | 2.7% | $329.66 | +19.79% | 7 qtrssince 2019-Q1 | Decreased 0 |
SYSCO CORP | 2.2M | $139.1M | 2.6% | $53.66 | -1.61% | 7 qtrssince 2019-Q1 | Increased 54 |
OREILLY AUTOMOTIVE INC | 272,841 | $125.8M | 2.3% | $24.14 | +27.32% | 3 qtrssince 2020-Q1 | Decreased 0 |
S&P GLOBAL INC | 294,136 | $106.1M | 2.0% | $225.52 | +43.83% | 7 qtrssince 2019-Q1 | Decreased 0 |
NIKE INC | 756,847 | $95M | 1.8% | $90.40 | +25.74% | 7 qtrssince 2019-Q1 | Increased 51 |
BOOKING HOLDINGS INC | 48,471 | $82.9M | 1.5% | $70.19 | -4.29% | 7 qtrssince 2019-Q1 | Decreased 0 |
VANGUARD TAX-MANAGED FDS | 1.9M | $78.6M | 1.5% | $32.49 | +5.22% | 7 qtrssince 2019-Q1 | Decreased 0 |
Allen Investment Management, LLC manages $5.4B across 179 positions as of Q3 2020. Top holdings: AMZN (7.6%), CHTR (6.6%), GOOG (6.1%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 19 new positions, 12 exits, 47 increased. Top move: META (INCREASED, conviction 70). Portfolio: $5.4B across 179 positions.
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Portfolio allocation by GICS sector
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Position Outcomes
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Cost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
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Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Verify source filings on SEC EDGAR