Route One Investment Company, L.P
$2.3B Assets Reported
18 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| POST | POST HLDGS INC | 2,950,568 | $292M | 12.8% |
| GWRE | GUIDEWIRE SOFTWARE INC | 1,849,364 | $277M | 12.1% |
| AMZN | AMAZON COM INC | 1,032,200 | $215M | 9.4% |
| NYT | NEW YORK TIMES CO | 2,458,659 | $206M | 9.0% |
| GOOG | ALPHABET INC | 689,080 | $198M | 8.7% |
| SCHW | SCHWAB CHARLES CORP | 1,682,243 | $158M | 6.9% |
| UNH | UNITEDHEALTH GROUP INC | 532,875 | $144M | 6.3% |
| TMO | THERMO FISHER SCIENTIFIC INC | 258,700 | $127M | 5.6% |
| HLF | HERBALIFE LTD | 8,227,300 | $121M | 5.3% |
| KRC | KILROY RLTY CORP | 4,049,563 | $114M | 5.0% |
Track Route One Investment Company, L.P's 13F portfolio: $2.3B in reported holdings, 18 positions. Top holdings, AUM, and quarterly changes on SentiSense.