Route One Investment Company,
$2.4B 13F equity value
20 Holdings
Quarter ended June 30, 2026
The latest 13F on file for Route One Investment Company, covers the quarter ended June 30, 2026. Institutional managers report holdings quarterly to the SEC, so each filing is a snapshot of positions held on that date.
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| POST | POST HLDGS INC | 2,950,568 | $260M | 10.8% |
| AMZN | AMAZON COM INC | 1,032,200 | $246M | 10.2% |
| GWRE | GUIDEWIRE SOFTWARE INC | 1,849,364 | $228M | 9.4% |
| GOOG | ALPHABET INC | 584,050 | $206M | 8.5% |
| UNH | UNITEDHEALTH GROUP INC | 487,725 | $203M | 8.4% |
| SCHW | SCHWAB CHARLES CORP | 2,189,893 | $202M | 8.4% |
| NYT | NEW YORK TIMES CO | 2,458,659 | $172M | 7.1% |
| KRC | KILROY RLTY CORP | 4,248,213 | $159M | 6.6% |
| TMO | THERMO FISHER SCIENTIFIC INC | 280,400 | $141M | 5.8% |
| MELI | MERCADOLIBRE INC | 65,560 | $111M | 4.6% |
Track Route One Investment Company,'s 13F portfolio: $2.4B in reported holdings, 20 positions. Top holdings and quarterly changes on SentiSense.
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