AIAllen Investment Management, LLC
Institutional investor · Portfolio as of Q4 2019
Top Holdings172 positions
CHARTER COMMUNICATIONS INC | 523,339 | $253.9M | 6.1% | $358.49 | +34.75% | 4 qtrssince 2019-Q1 | Increased 62 |
ALPHABET INC | 178,019 | $238M | 5.7% | $58.58 | +13.04% | 4 qtrssince 2019-Q1 | Increased 63 |
COMCAST CORP NEW | 4.9M | $221.9M | 5.3% | $30.38 | +12.02% | 4 qtrssince 2019-Q1 | Increased 63 |
MICROSOFT CORP | 1.3M | $204.6M | 4.9% | $110.12 | +35.11% | 4 qtrssince 2019-Q1 | Decreased 0 |
UNITEDHEALTH GROUP INC | 684,595 | $201.3M | 4.8% | $216.68 | +20.65% | 4 qtrssince 2019-Q1 | Increased 60 |
ADVANCE AUTO PARTS INC | 1.2M | $196M | 4.7% | $148.14 | -5.30% | 4 qtrssince 2019-Q1 | Increased 58 |
TRANSDIGM GROUP INC | 348,819 | $195.3M | 4.7% | $336.96 | +38.13% | 4 qtrssince 2019-Q1 | Decreased 0 |
| 1.2M | $194.7M | 4.6% | $12.13 | -72.05% | 4 qtrssince 2019-Q1 | Increased 58 | |
AMAZON COM INC | 101,157 | $186.9M | 4.5% | $89.57 | +3.15% | 4 qtrssince 2019-Q1 | Increased 59 |
LOWES COS INC | 1.6M | $186.6M | 4.4% | $95.32 | +10.87% | 4 qtrssince 2019-Q1 | Increased 58 |
BOOKING HOLDINGS INC | 81,077 | $166.5M | 4.0% | $69.84 | +14.90% | 4 qtrssince 2019-Q1 | Increased 60 |
US FOODS HLDG CORP | 3.7M | $156.6M | 3.7% | $34.91 | +190.66% | 4 qtrssince 2019-Q1 | Decreased 0 |
META PLATFORMS INC | 738,699 | $151.6M | 3.6% | $166.55 | +22.06% | 4 qtrssince 2019-Q1 | Decreased 0 |
MOODYS CORP | 586,628 | $139.3M | 3.3% | $170.60 | +31.50% | 4 qtrssince 2019-Q1 | Decreased 0 |
SYSCO CORP | 1.6M | $135.4M | 3.2% | $56.62 | +25.10% | 4 qtrssince 2019-Q1 | Increased 57 |
WAYFAIR INC | 1.1M | $99.1M | 2.4% | $146.30 | -38.82% | 4 qtrssince 2019-Q1 | Increased 53 |
VANGUARD STAR FDS | 1.7M | $92.7M | 2.2% | $41.59 | +10.40% | 4 qtrssince 2019-Q1 | Increased 51 |
CHARLES SCHWAB CORP (THE) | 1.8M | $83.6M | 2.0% | $38.05 | +13.87% | 4 qtrssince 2019-Q1 | Decreased 0 |
ALIBABA GROUP HLDG LTD | 359,863 | $76.3M | 1.8% | $165.03 | +20.95% | 4 qtrssince 2019-Q1 | Increased 53 |
BOEING CO | 215,767 | $70.3M | 1.7% | $357.31 | -9.37% | 4 qtrssince 2019-Q1 | Increased 65 |
Allen Investment Management, LLC manages $4.2B across 172 positions as of Q4 2019. Top holdings: CHTR (6.1%), GOOG (5.7%), CMCSA (5.3%). Fund DNA: Steady Compounder. HoldingsIntel Score: 4/5.0.
Active quarter - 4 new positions, 24 exits, 38 increased. Top move: BA (INCREASED, conviction 65). Portfolio: $4.2B across 172 positions.
Top holdings by portfolio weight
Portfolio allocation by GICS sector
Behavioral investing profile
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