Allen Investment Management
Allen Investment Management reported 227 stocks worth $8.4B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AMZN (6.5%), GOOG (5.4%) and UNH (4.3%). Compared with Q1 2026, the fund opened new positions in LRCX, CIEN and LITE, added to GOOG, TSM and NVDA, trimmed AMZN, UNH and MSFT and sold out of SE, ANET and IBM.
Holdings
| # | Stock | Value | Weight | Shares | Change | Shares, 8 qtrs | Held |
|---|---|---|---|---|---|---|---|
| 1 |  AMZN Amazon Com Inc | $552M | 6.5% | 2.3M | −247K (−10%) | 8 of 8 | |
| 2 |  GOOG Alphabet Inc | $457M | 5.4% | 1.3M | +107K (+9%) | 8 of 8 | |
| 3 |  UNH Unitedhealth Group Inc | $364M | 4.3% | 876K | −222K (−20%) | 8 of 8 | |
| 4 |  MSFT Microsoft Corp | $357M | 4.2% | 957K | −179K (−16%) | 8 of 8 | |
| 5 |  META Meta Platforms Inc | $342M | 4.0% | 606K | −98K (−14%) | 8 of 8 | |
| 6 |  GEV GE Vernova Inc | $336M | 4.0% | 286K | −102K (−26%) | 8 of 8 | |
| 7 |  SCHW Schwab Charles Corp | $315M | 3.7% | 3.4M | −1.9M (−36%) | 8 of 8 | |
| 8 |  V Visa Inc | $314M | 3.7% | 915K | −166K (−15%) | 8 of 8 | |
| 9 |  TSM Taiwan Semiconductor Mfg Ltd | $307M | 3.6% | 642K | +305K (+90%) | 8 of 8 | |
| 10 |  NVDA Nvidia Corporation | $257M | 3.0% | 1.3M | +596K (+86%) | 8 of 8 |
Positions at Jun 30, 2026, as reported. Change is against the fund's Q1 2026 filing; weight is the share of the fund's reported stocks.
Sold out
held in Q1 2026, gone in Q2 2026| Stock | Value last quarter | Shares sold |
|---|---|---|
 SE Sea Ltd | $13.1M | 158K |
 ANET Arista Networks Inc | $7.4M | 60K |
 IBM Ibm Corp | $3.6M | 15K |
 XOM Exxon Mobil Corp | $2.6M | 15K |
 ELV Elevance Health Inc | $1.2M | 4,098 |
🔒 Free account: see all 11.
Reported value
last 8 quartersThe value of the US stocks the fund reported, at quarter end prices. It moves with the market as well as with buying and selling.
Filings for Q2 2026
straight from the SEC| Filed | Form | Quarter | |
|---|---|---|---|
| Aug 5, 2026 | 13F-HR | Q2 2026 | SEC filing ↗ |
Other superinvestors
All hedge fund holdings →Allen Investment Management 13F FAQ
What does Allen Investment Management own?
Allen Investment Management reported 227 stocks worth $8.4B in its 13F filing for Q2 2026, filed Aug 5, 2026. Its largest holdings are AMZN (6.5%), GOOG (5.4%) and UNH (4.3%). The table above lists every position in the filing (the top 10 without an account).
What did Allen Investment Management buy and sell in Q2 2026?
Compared with Q1 2026: 17 new positions, 47 added to, 63 trimmed and 11 sold out. New positions include LRCX, CIEN and LITE. It sold all of SE, ANET and IBM.
When will Allen Investment Management file its next 13F?
Holdings as of Sep 30, 2026 are due by Nov 16, 2026. The filing appears on this page within minutes of reaching the SEC.
How much is Allen Investment Management's portfolio worth?
The Q2 2026 filing reports $8.4B in US stocks. That leaves out cash, bonds, short positions and most foreign holdings, so the fund's total assets are usually larger.
For informational and educational purposes only. Not investment advice, and not a recommendation to buy or sell any security. Holdings come from the fund's SEC Form 13F filings as reported and show positions at the end of the quarter, up to 45 days before the filing. The fund may have changed its positions since. A 13F leaves out short positions, cash, bonds and most foreign holdings. See all hedge fund holdings.