Route One Investment Company, L.P.
20 holdingsFiling period: 2026-06-30Current AUM: $2.61Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | POST | POST HLDGS INC | 2.95M | $260.4M | $227.7M | 8.73% | -- | 2026-06-30 |
| 2 | AMZN | AMAZON COM INC | 1.03M | $246.0M | $256.4M | 9.83% | -- | 2026-06-30 |
| 3 | GWRE | GUIDEWIRE SOFTWARE INC | 1.85M | $227.6M | $275.3M | 10.55% | -- | 2026-06-30 |
| 4 | GOOG | ALPHABET INC | 584.0K | $206.4M | $199.4M | 7.64% | -105,030 | 2026-06-30 |
| 5 | UNH | UNITEDHEALTH GROUP INC | 487.7K | $202.7M | $183.4M | 7.03% | -45,150 | 2026-06-30 |
| 6 | SCHW | SCHWAB CHARLES CORP | 2.19M | $202.1M | $236.0M | 9.05% | +507.6K | 2026-06-30 |
| 7 | NYT | NEW YORK TIMES CO | 2.46M | $172.1M | $176.3M | 6.76% | -- | 2026-06-30 |
| 8 | KRC | KILROY RLTY CORP | 4.25M | $159.2M | $146.6M | 5.62% | +198.7K | 2026-06-30 |
| 9 | TMO | THERMO FISHER SCIENTIFIC INC | 280.4K | $140.6M | $179.8M | 6.89% | +21.7K | 2026-06-30 |
| 10 | MELI | MERCADOLIBRE INC | 65.6K | $111.3M | $119.9M | 4.60% | +20.8K | 2026-06-30 |
| 11 | — | HERBALIFE LTD | 8.35M | $109.8M | $109.8M | 4.21% | +121.5K | 2026-06-30 |
| 12 | — | BBB FOODS INC | 2.22M | $92.7M | $92.7M | 3.55% | +694.9K | 2026-06-30 |
| 13 | VIST | VISTA ENERGY S.A.B. DE C.V. | 1.22M | $77.6M | $95.3M | 3.65% | -- | 2026-06-30 |
| 14 | SPY | SPDR S&P 500 ETF TR | 100.0K | $74.7M | $75.7M | 2.90% | -- | 2026-06-30 |
| 15 | VEEV | VEEVA SYS INC | 211.3K | $37.5M | $56.3M | 2.16% | +29.1K | 2026-06-30 |
| 16 | PCOR | PROCORE TECHNOLOGIES INC | 918.2K | $37.3M | $48.3M | 1.85% | -- | 2026-06-30 |
| 17 | V | VISA INC | 106.7K | $36.6M | $40.1M | 1.54% | -- | 2026-06-30 |
| 18 | MA | MASTERCARD INCORPORATED | 70.5K | $36.2M | $40.4M | 1.55% | -- | 2026-06-30 |
| 19 | BMA | BANCO MACRO SA | 332.1K | $30.8M | $25.2M | 0.97% | -- | 2026-06-30 |
| 20 | GGAL | GRUPO FINANCIERO GALICIA S.A | 579.4K | $29.0M | $24.4M | 0.94% | -- | 2026-06-30 |
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