Route One Investment Company, L.P.
19 holdingsFiling period: 2026-03-31Current AUM: $2.62Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | 2.95M | $291.7M | $269.7M | 10.31% | -185,900 | 2026-03-31 |
| 2 | GWRE | GUIDEWIRE SOFTWARE INC | 1.85M | $276.6M | $281.0M | 10.74% | +178.9K | 2026-03-31 |
| 3 | AMZN | AMAZON COM INC | 1.03M | $215.0M | $280.3M | 10.72% | -105,800 | 2026-03-31 |
| 4 | NYT | NEW YORK TIMES CO | 2.46M | $205.9M | $184.1M | 7.04% | -646,650 | 2026-03-31 |
| 5 | GOOG | ALPHABET INC | 689.1K | $197.7M | $245.8M | 9.40% | -- | 2026-03-31 |
| 6 | SCHW | SCHWAB CHARLES CORP | 1.68M | $158.1M | $177.0M | 6.77% | -156,100 | 2026-03-31 |
| 7 | UNH | UNITEDHEALTH GROUP INC | 532.9K | $144.2M | $220.8M | 8.44% | +25.6K | 2026-03-31 |
| 8 | TMO | THERMO FISHER SCIENTIFIC INC | 258.7K | $127.2M | $148.6M | 5.68% | -4,900 | 2026-03-31 |
| 9 | — | HERBALIFE LTD | 8.23M | $121.1M | $121.1M | 4.63% | +65.2K | 2026-03-31 |
| 10 | KRC | KILROY RLTY CORP | 4.05M | $114.2M | $157.2M | 6.01% | +1.11M | 2026-03-31 |
| 11 | VIST | VISTA ENERGY S.A.B. DE C.V. | 1.22M | $91.8M | $85.7M | 3.28% | +192.5K | 2026-03-31 |
| 12 | MELI | MERCADOLIBRE INC | 44.8K | $77.4M | $84.1M | 3.22% | -- | 2026-03-31 |
| 13 | ESS | ESSEX PPTY TR INC | 297.9K | $72.1M | $84.6M | 3.24% | -235,065 | 2026-03-31 |
| 14 | SPY | SPDR S&P 500 ETF TR | 100.0K | $65.0M | $74.7M | 2.86% | -- | 2026-03-31 |
| 15 | — | BBB FOODS INC | 1.53M | $54.1M | $54.1M | 2.07% | +144.1K | 2026-03-31 |
| 16 | PCOR | PROCORE TECHNOLOGIES INC | 918.2K | $52.3M | $50.3M | 1.92% | -- | 2026-03-31 |
| 17 | VEEV | VEEVA SYS INC | 182.2K | $32.0M | $37.1M | 1.42% | +27.1K | 2026-03-31 |
| 18 | GGAL | GRUPO FINANCIERO GALICIA S.A | 579.4K | $27.1M | $28.8M | 1.10% | -- | 2026-03-31 |
| 19 | BMA | BANCO MACRO SA | 332.1K | $25.7M | $30.5M | 1.17% | -- | 2026-03-31 |
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