Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| ALLEN INVESTMENT MANAGEMENT LLC | 05-07-2024 | 03-31-2024 | 207 | 7,968,070,986 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| MICROSOFT CORP | COM | 1 | $771,275,772 | 1,833,228 | 0.01 | 0.01 | 60,465 | 3.41 | 03-31-2024 |
| SCHWAB CHARLES CORP | COM | 2 | $612,059,999 | 8,460,879 | 0.01 | 0.01 | -27,650 | -0.33 | 03-31-2024 |
| AMAZON COM INC | COM | 3 | $586,863,444 | 3,253,484 | 0.01 | 0.01 | 249,656 | 8.31 | 03-31-2024 |
| ALPHABET INC | CAP STK CL C | 4 | $551,699,493 | 3,623,404 | 0.01 | 0.01 | 24,005 | 0.67 | 03-31-2024 |
