Allen Investment Management LLC Purchases in Q1 2025

Allen Investment Management LLC

  • $8.51 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
SBUX
Starbucks Corp

Consumer Cyclical
781K
+ 47.42%
$91.75 - $115.81 $71.6M - $90.4M
2.43M $238M
UBER
Uber Technologies, Inc

Technology
143K
+ 2.76%
$63.17 - $81.49 $9.01M - $11.6M
5.3M $386M
GLD
Spdr Gold Trust

ETFs
159K
+ 83.98%
$243.19 - $288.14 $38.6M - $45.8M
348K $100M
UNH
Unitedhealth Group Inc

Healthcare
64.4K
+ 6.66%
$461.52 - $548.18 $29.7M - $35.3M
1.03M $540M
META
Meta Platforms, Inc.

Communication Services
103K
+ 15.52%
$576.36 - $736.67 $59.1M - $75.5M
763K $440M
XLE
Energy Sector Spdr

ETFs
477K
+ 135.42%
$85.7 - $93.96 $40.9M - $44.8M
830K $77.5M
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
741K
+ 31.65%
$48.65 - $53.06 $36M - $39.3M
3.08M $160M
BX
Blackstone Inc.

Financial Services
213K
+ 124.39%
$136.53 - $186.74 $29.1M - $39.8M
384K $53.7M
MELI
Mercadolibre Inc

Consumer Cyclical
6.02K
+ 19.6%
$1739.0 - $2260.0 $10.5M - $13.6M
36.7K $71.6M
ISRG
Intuitive Surgical Inc

Healthcare
25.5K
New
$476.63 - $610.45 $12.1M - $15.6M
25.5K $12.6M
CRWD
Crowd Strike Holdings, Inc.

Technology
27.3K
+ 17.94%
$308.86 - $455.36 $8.44M - $12.5M
180K $63.4M
NU
Nu Holdings Ltd.

Financial Services
992K
+ 50.89%
$10.12 - $13.95 $10M - $13.8M
2.94M $30.1M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
206
+ 0.17%
$442.66 - $534.52 $91.2K - $110K
121K $64.5M
TSLX
Sixth Street Specialty Lending, Inc.

Financial Services
281K
+ 24.39%
$20.96 - $23.51 $5.9M - $6.61M
1.43M $32.1M
BXSL
Blackstone Secured Lending Fund

Financial Services
222K
+ 71.17%
$31.3 - $34.5 $6.95M - $7.66M
534K $17.3M
ASML
Asml Holding Nv

Technology
13K
+ 24.45%
$662.63 - $776.99 $8.64M - $10.1M
66.3K $44M
GBDC
Golub Capital Bdc, Inc.

Financial Services
441K
+ 11.94%
$14.46 - $15.96 $6.38M - $7.04M
4.14M $62.6M
NET
Cloudflare, Inc.

Technology
37.2K
+ 8.97%
$110.71 - $176.5 $4.12M - $6.57M
452K $50.9M
ARCC
Ares Capital Corp

Financial Services
231K
+ 8.41%
$21.28 - $23.81 $4.91M - $5.5M
2.98M $65.9M
VFH
Vanguard Financial ETF

ETFs
31.7K
+ 49.38%
$114.07 - $127.34 $3.61M - $4.04M
95.9K $11.5M
TSM
Taiwan Semiconductor Manufacturing CO LTD

Technology
37.1K
+ 40.1%
$165.25 - $224.62 $6.14M - $8.34M
130K $21.5M
CPNG
Coupang, Inc.

Consumer Cyclical
144K
+ 16.01%
$21.34 - $25.52 $3.07M - $3.68M
1.04M $22.9M
SHOP
Shopify Inc.

Technology
80.7K
+ 18.51%
$90.59 - $129.31 $7.31M - $10.4M
516K $49.3M
ORCC
Owl Rock Capital Corp

Financial Services
209K
New
N/A
209K $2.8M
COST
Costco Wholesale Corp

Consumer Defensive
2.88K
+ 178.0%
$890.62 - $1076.86 $2.56M - $3.1M
4.5K $4.25M
NFLX
Netflix Inc

Communication Services
23
+ 0.09%
$828.4 - $1058.6 $19.1K - $24.3K
25.3K $23.6M
VGSH
Vanguard

ETFs
15.5K
+ 5.87%
$58.07 - $58.69 $899K - $909K
279K $16.4M
JPM
Jpmorgan Chase & CO

Financial Services
287
+ 0.18%
$225.19 - $279.95 $64.6K - $80.3K
157K $38.4M
NKE
Nike, Inc.

Consumer Cyclical
7.5K
New
$63.29 - $81.72 $475K - $613K
7.5K $476K
LLY
Eli Lilly & CO

Healthcare
94
+ 1.44%
$725.72 - $929.72 $68.2K - $87.4K
6.63K $5.47M
TSLA
Tesla, Inc.

Consumer Cyclical
846
New
$222.15 - $428.22 $188K - $362K
846 $219K
CTAS
Cintas Corp

Industrials
1K
New
$182.09 - $208.14 $182K - $208K
1K $205K
XOM
Exxon Mobil Corp

Energy
611
+ 5.94%
$105.44 - $118.93 $64.4K - $72.7K
10.9K $1.3M
VEU
Vanguard Ftse All World Ex Us

ETFs
1.07K
+ 3.92%
$56.51 - $62.98 $60.2K - $67.1K
28.3K $1.72M
Arista Networks Inc
417K
New
N/A
417K $0
Ishares Bitcoin Trust ETF
23.9K
New
N/A
23.9K $0
PCOR
Procore Technologies, Inc.

Technology
348
+ 7.27%
$65.21 - $88.33 $22.7K - $30.7K
5.13K $338K
SNAP
Snap Inc

Communication Services
359K
+ 23.47%
$8.37 - $12.57 $3.01M - $4.52M
1.89M $16.5M
AMD
Advanced Micro Devices Inc

Technology
78
+ 3.61%
$96.63 - $129.55 $7.54K - $10.1K
2.24K $229K
VUG
Vanguard Growth ETF

ETFs
148
+ 2.75%
$369.1 - $427.61 $54.6K - $63.3K
5.54K $2.05M
HUBS
Hubspot Inc

Technology
7.42K
+ 19.07%
$571.29 - $819.71 $4.24M - $6.09M
46.3K $26.5M
AAPL
Apple Inc.

Technology
31.4K
+ 11.38%
$209.68 - $247.1 $6.57M - $7.75M
307K $68.2M
SPY
Spdr S&P 500 ETF Trust

ETFs
5.43K
+ 3.68%
$551.42 - $612.93 $2.99M - $3.33M
153K $85.6M
IWB
Ishares Tr Russell 1000 ETF

ETFs
1.18K
+ 1.43%
$302.31 - $337.54 $355K - $397K
83.5K $25.6M
WDAY
Workday, Inc.

Technology
7.35K
+ 3.35%
$233.53 - $277.82 $1.72M - $2.04M
226K $52.9M
NVDA
Nvidia Corp

Technology
93.4K
+ 16.19%
$106.98 - $149.43 $10M - $14M
670K $72.7M
AVGO
Broadcom Inc.

Technology
60.6K
+ 25.94%
$167.43 - $244.7 $10.1M - $14.8M
294K $49.2M
DDOG
Datadog, Inc.

Technology
26.9K
+ 15.13%
$98.68 - $151.89 $2.65M - $4.08M
204K $20.3M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
2.07K
+ 0.83%
$507.05 - $563.67 $1.05M - $1.17M
251K $129M
Activity Summary
Buys All Purchases 54 New Holdings 7 Increased Positions 47 Sells All Sells 35 Reductions 35 Sold out 0 Options Calls 0 Puts 0
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