Allen Investment Management, LLC

Allen Investment Management, LLC declares $3.7B in 36 of the 230 AI and semiconductor companies tracked on Silicon Floor, as of Jun 30, 2026 (Form 13F): 43.7% of its $8.4B 13F portfolio. Largest positions: Amazon (0.02% of the company) and Alphabet (0.01% of the company). Over time: $3.7B in 36 of these companies for Q2 2026, against $948.1M in 18 for Q4 2019 (13F values as filed). From Mar 31, 2026 to Jun 30, 2026, it bought $549.4M and sold $428.0M of these stocks, at the quarter's prices: a net purchase of $121.4M; 4 new positions and 3 sold out.

Performance of its AI picks

The AI-stock portfolio Allen Investment Management, LLC declared for Q2 2026 (Form 13F), held unchanged, returned +7.9% in Q3 2026 (SMH -7.1%), ranked 248 of 1,783 active managers. Over the last 12 months, quarter after quarter: +22.5% (SMH +87.2%), ranked 1078 of 1,359 active managers. Over three years, quarter after quarter: +116.6% (SMH +325.8%), ranked 648 of 783 active managers. Over five years, quarter after quarter: +89.6% (SMH +389.8%), ranked 506 of 535 active managers. Trades made during a quarter are not visible in 13F filings: this measures its declared picks, not the return of its funds.

Largest positions

1. Amazon (AMZN) — $552.1M: 2.3M shares, 0.02% of the company, 6.6% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
2. Alphabet (GOOGL) — $485.9M: 1.4M shares, 0.01% of the company, 5.8% of its portfolio (added this quarter); held since Q4 2019 or earlier
3. Microsoft (MSFT) — $357.0M: 957,008 shares, 0.01% of the company, 4.2% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
4. Meta Platforms (META) — $341.5M: 606,318 shares, 0.02% of the company, 4.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
5. GE Vernova (GEV) — $336.1M: 286,069 shares, 0.11% of the company, 4.0% of its portfolio (trimmed this quarter); held since Q2 2024
6. TSMC (TSM) — $306.6M: 642,057 shares, 0.01% of the company, 3.6% of its portfolio (added this quarter); held since Q2 2024
7. NVIDIA (NVDA) — $257.2M: 1.3M shares, 0.01% of the company, 3.1% of its portfolio (added this quarter); held since Q4 2019 or earlier
8. Broadcom (AVGO) — $220.3M: 583,292 shares, 0.01% of the company, 2.6% of its portfolio (added this quarter); held since Q4 2019 or earlier
9. ASML (ASML) — $130.3M: 65,485 shares, 0.02% of the company, 1.5% of its portfolio (added this quarter); held since Q1 2020
10. CrowdStrike (CRWD) — $99.6M: 522,280 shares, 0.05% of the company, 1.2% of its portfolio (trimmed this quarter); held since Q1 2023
11. Apple (AAPL) — $91.0M: 314,359 shares, 0.00% of the company, 1.1% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
12. Cloudflare (NET) — $80.5M: 328,347 shares, 0.09% of the company, 0.96% of its portfolio (trimmed this quarter); held since Q1 2020
13. AMD (AMD) — $75.7M: 130,282 shares, 0.01% of the company, 0.90% of its portfolio (trimmed this quarter); held since Q4 2023
14. Palo Alto Networks (PANW) — $55.0M: 161,489 shares, 0.02% of the company, 0.65% of its portfolio (trimmed this quarter); held since Q4 2019 or earlier
15. Micron (MU) — $54.5M: 47,219 shares, 0.00% of the company, 0.65% of its portfolio (trimmed this quarter); held since Q1 2026

By sector

• Cloud & AI giants — $1.8B, 50% of its AI holdings, 5 companies
• Chips & compute — $862.1M, 23% of its AI holdings, 6 companies
• Power, electrical & cooling — $361.7M, 10% of its AI holdings, 4 companies
• AI software — $345.6M, 9% of its AI holdings, 9 companies
• Equipment & test — $175.7M, 5% of its AI holdings, 4 companies
• Memory & storage — $54.5M, 1% of its AI holdings, 1 company
• Optics — $46.5M, 1% of its AI holdings, 2 companies
• Interconnect — $4.6M, 0% of its AI holdings, 3 companies
• Neoclouds & data centers — $797,556.00, 0% of its AI holdings, 2 companies

Biggest changes this quarter

• added to TSMC (TSM): +$145.6M at the quarter's price
• trimmed GE Vernova (GEV): -$120.3M at the quarter's price
• added to NVIDIA (NVDA): +$119.2M at the quarter's price
• added to Broadcom (AVGO): +$106.9M at the quarter's price
• trimmed Microsoft (MSFT): -$66.6M at the quarter's price
• trimmed Amazon (AMZN): -$58.9M at the quarter's price
• trimmed Meta Platforms (META): -$55.1M at the quarter's price
• added to Snowflake (SNOW): +$47.0M at the quarter's price
• opened a position in Lam Research (LRCX): +$40.2M at the quarter's price
• added to Alphabet (GOOGL): +$38.5M at the quarter's price

Other holders of this size

• REGIONS FINANCIAL CORP — $3.7B in 100 of these companies
• GREAT LAKES ADVISORS, LLC — $3.7B in 99 of these companies
• Elo Mutual Pension Insurance Co — $3.7B in 85 of these companies
• Quilter Plc — $3.7B in 27 of these companies
• Optiver Holding B.V. — $3.7B in 102 of these companies
• Circle Wealth Management, LLC — $3.7B in 57 of these companies
• CANTOR FITZGERALD, L. P. — $3.7B in 45 of these companies
• Beacon Pointe Advisors, LLC — $3.7B in 132 of these companies

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