Route One Investment Company, L.P.
Route One Investment Company, L.P. reported 20 holdings worth US$2.49B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Route One Investment Company, L.P. reported 20 holdings worth US$2.49B as of Jun 30, 2026. Largest: Post Holdings, Inc., Amazon.com, Inc. and Guidewire Software, Inc. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 20
- Value as reported
- US$2.49B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Post Holdings, Inc. | 2.95M | US$260M | 10.5% |
| Amazon.com, Inc. | 1.03M | US$246M | 9.9% |
| Guidewire Software, Inc. | 1.85M | US$228M | 9.1% |
| Alphabet Inc (google) Class C | 577K | US$206M | 8.3% |
| Unitedhealth Group Incorporated | 488K | US$203M | 8.1% |
| Charles Schwab Corporation (the) | 2.19M | US$202M | 8.1% |
| New York Times Company (the) | 2.46M | US$172M | 6.9% |
| Kilroy Realty Corporation | 4.25M | US$159M | 6.4% |
| Thermo Fisher Scientific Inc | 280K | US$141M | 5.6% |
| Mercadolibre, Inc. | 65,560 | US$111M | 4.5% |
| Herbalife Ltd. | 8.35M | US$110M | 4.4% |
| Bbb Foods Inc. | 2.22M | US$92.7M | 3.7% |
| Vista Energy Sab De Cv Class A | 1.22M | US$77.6M | 3.1% |
| Veeva Systems Inc. | 211K | US$37.5M | 1.5% |
| Procore Technologies, Inc. | 918K | US$37.3M | 1.5% |
| Visa Inc. | 107K | US$36.6M | 1.5% |
| Mastercard Incorporated | 70,500 | US$36.2M | 1.5% |
| Essex Property Trust, Inc. | 0 | US$0 | 0.00% |