ALLEN INVESTMENT MANAGEMENT, LLC

PrivateCIK: 1326234
Location

NEW YORK, NY

227
Positions
$8.43B
Total AUM (reported)
59.93M
Total Shares

Allocation by class

TOTAL AUM$8.43B227 positions
COM$3.85B45.7%
CL A$579.97M6.9%
CAP STK CL C$457.16M5.4%
COM CL A$361.12M4.3%
SPONSORED ADS$307.04M3.6%
UNIT SER 1$238.96M2.8%
ALERIAN MLP$230.23M2.7%

Portfolio Concentration

Top 316.3%4–1026.4%11–2531.2%Rest26.1%TOP 1042.7%0%100%
Top 3$1.37B16.3%
4–10$2.23B26.4%
11–25$2.63B31.2%
Rest$2.20B26.1%

Top 3 weight

16.3%

Top 10 weight

42.7%

Voting Authority Distribution

Total shares with voting rights: 59.93M

Sole

Full voting authority

59.93M

shares

% of voting shares100.0%
Shared

Joint voting authority

0.00

shares

% of voting shares0.0%
None

No voting authority

0.00

shares

% of voting shares0.0%

Investment Discretion (by position count)

Sole0
Shared0
Other227
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings227
Rows:

AMAZON COM INC

DFND
COM
Shares2.32M
TypeSH
Market value$552.09M
6.55%
Sole
2.32M
Shared
0.00
None
0.00

ALPHABET INC

DFND
CAP STK CL C
Shares1.29M
TypeSH
Market value$457.16M
5.43%
Sole
1.29M
Shared
0.00
None
0.00

UNITEDHEALTH GROUP INC

DFND
COM
Shares876.26K
TypeSH
Market value$364.20M
4.32%
Sole
876.26K
Shared
0.00
None
0.00

MICROSOFT CORP

DFND
COM
Shares957.01K
TypeSH
Market value$356.98M
4.24%
Sole
957.01K
Shared
0.00
None
0.00

META PLATFORMS INC

DFND
CL A
Shares606.32K
TypeSH
Market value$341.53M
4.05%
Sole
606.32K
Shared
0.00
None
0.00

GE VERNOVA INC

DFND
COM
Shares286.07K
TypeSH
Market value$336.09M
3.99%
Sole
286.07K
Shared
0.00
None
0.00

SCHWAB CHARLES CORP

DFND
COM
Shares3.41M
TypeSH
Market value$315.09M
3.74%
Sole
3.41M
Shared
0.00
None
0.00

VISA INC

DFND
COM CL A
Shares914.62K
TypeSH
Market value$313.80M
3.72%
Sole
914.62K
Shared
0.00
None
0.00

TAIWAN SEMICONDUCTOR MANUFAC

DFND
SPONSORED ADS
Shares642.06K
TypeSH
Market value$306.63M
3.64%
Sole
642.06K
Shared
0.00
None
0.00

NVIDIA CORPORATION

DFND
COM
Shares1.29M
TypeSH
Market value$257.22M
3.05%
Sole
1.29M
Shared
0.00
None
0.00

MOODYS CORP

DFND
COM
Shares544.86K
TypeSH
Market value$246.78M
2.93%
Sole
544.86K
Shared
0.00
None
0.00

INVESCO QQQ TR

DFND
UNIT SER 1
Shares324.50K
TypeSH
Market value$238.96M
2.84%
Sole
324.50K
Shared
0.00
None
0.00

ALPS ETF TR

DFND
ALERIAN MLP
Shares4.44M
TypeSH
Market value$230.23M
2.73%
Sole
4.44M
Shared
0.00
None
0.00

BROADCOM INC

DFND
COM
Shares583.29K
TypeSH
Market value$220.34M
2.61%
Sole
583.29K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

DFND
TOTAL STK MKT
Shares565.94K
TypeSH
Market value$209.42M
2.49%
Sole
565.94K
Shared
0.00
None
0.00

BOEING CO

DFND
COM
Shares936.44K
TypeSH
Market value$202.71M
2.41%
Sole
936.44K
Shared
0.00
None
0.00

SPDR GOLD TR

DFND
GOLD SHS
Shares531.35K
TypeSH
Market value$195.74M
2.32%
Sole
531.35K
Shared
0.00
None
0.00

VANGUARD INDEX FDS

DFND
S&P 500 ETF SHS
Shares259.57K
TypeSH
Market value$178.28M
2.12%
Sole
259.57K
Shared
0.00
None
0.00

SELECT SECTOR SPDR TR

DFND
ST STR ENERG ETF
Shares2.90M
TypeSH
Market value$154.06M
1.83%
Sole
2.90M
Shared
0.00
None
0.00

STATE STR SPDR S&P 500 ETF T

DFND
TR UNIT
Shares198.24K
TypeSH
Market value$148.04M
1.76%
Sole
198.24K
Shared
0.00
None
0.00

APOLLO GLOBAL MGMT INC

DFND
COM
Shares1.12M
TypeSH
Market value$132.27M
1.57%
Sole
1.12M
Shared
0.00
None
0.00

ASML HLDG NV

DFND
N Y REGISTRY SHS
Shares65.48K
TypeSH
Market value$130.28M
1.55%
Sole
65.48K
Shared
0.00
None
0.00

VANGUARD TAX-MANAGED FDS

DFND
VAN FTSE DEV MKT
Shares1.72M
TypeSH
Market value$122.21M
1.45%
Sole
1.72M
Shared
0.00
None
0.00

VANGUARD STAR FDS

DFND
VG TL INTL STK F
Shares1.40M
TypeSH
Market value$119.27M
1.42%
Sole
1.40M
Shared
0.00
None
0.00

CROWDSTRIKE HLDGS INC

DFND
CL A
Shares130.57K
TypeSH
Market value$99.64M
1.18%
Sole
130.57K
Shared
0.00
None
0.00
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