Route One Investment Company, L.P.
20 holdingsFiling period: 2026-06-30Current AUM: $2.63Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | POST | Post Hldgs Inc | 2.95M | $260.4M | $234.3M | 8.89% | -- | 2026-06-30 |
| 2 | AMZN | Amazon.com Inc | 1.03M | $246.0M | $261.2M | 9.92% | -- | 2026-06-30 |
| 3 | GWRE | Guidewire Software Inc | 1.85M | $227.6M | $312.8M | 11.88% | -- | 2026-06-30 |
| 4 | GOOG | Alphabet Inc | 584.0K | $206.4M | $185.0M | 7.02% | -105,030 | 2026-06-30 |
| 5 | UNH | Unitedhealth Group Inc | 487.7K | $202.7M | $200.2M | 7.60% | -45,150 | 2026-06-30 |
| 6 | SCHW | Schwab Charles Corp | 2.19M | $202.1M | $195.6M | 7.42% | +507.6K | 2026-06-30 |
| 7 | NYT | New York Times Co | 2.46M | $172.1M | $171.6M | 6.52% | -- | 2026-06-30 |
| 8 | KRC | Kilroy Rlty Corp | 4.25M | $159.2M | $152.8M | 5.80% | +198.7K | 2026-06-30 |
| 9 | TMO | Thermo Fisher Scientific Inc | 280.4K | $140.6M | $194.3M | 7.38% | +21.7K | 2026-06-30 |
| 10 | MELI | Mercadolibre Inc | 65.6K | $111.3M | $110.2M | 4.18% | +20.8K | 2026-06-30 |
| 11 | — | Herbalife Ltd | 8.35M | $109.8M | $109.8M | 4.17% | +121.5K | 2026-06-30 |
| 12 | — | Bbb Foods Inc | 2.22M | $92.7M | $92.7M | 3.52% | +694.9K | 2026-06-30 |
| 13 | VIST | Vista Energy S.A.B. de C.V. | 1.22M | $77.6M | $87.0M | 3.30% | -- | 2026-06-30 |
| 14 | SPY | Spdr S&P 500 ETF TR | 100.0K | $74.7M | $77.0M | 2.92% | -- | 2026-06-30 |
| 15 | VEEV | Veeva Sys Inc | 211.3K | $37.5M | $66.2M | 2.51% | +29.1K | 2026-06-30 |
| 16 | PCOR | Procore Technologies Inc | 918.2K | $37.3M | $56.7M | 2.15% | -- | 2026-06-30 |
| 17 | V | Visa Inc | 106.7K | $36.6M | $42.9M | 1.63% | -- | 2026-06-30 |
| 18 | MA | Mastercard Incorporated | 70.5K | $36.2M | $43.0M | 1.63% | -- | 2026-06-30 |
| 19 | BMA | Banco Macro SA | 332.1K | $30.8M | $20.5M | 0.78% | -- | 2026-06-30 |
| 20 | GGAL | Grupo Financiero Galicia S.A | 579.4K | $29.0M | $20.4M | 0.77% | -- | 2026-06-30 |
← Scroll →