Route One Investment Company, L.p.

Filing Details

13F-HR • 2025-03-31
SEC
Report Date
2025-03-31
Filing Date
2025-05-15
Total Holdings
14
Total Value
2398615660
Accession Number
0000935836-25-000376
Form Type
13F-HR
CIK
0001512171
Manager Name
Route One Investment Company, L.p.
Data Enrichment
93% identified
13 identified1 unidentified

Holdings

14 positions
Manager:
SEC
Search and click to pin securities to the top
Post Holdings, Inc.
POST|737446104
Shares:
4048439(-3.0%)
Value:
$471.1B(-1.4%)
Guidewire Software, Inc.
GWRE|40171V100
Shares:
2051430(-8.9%)
Value:
$384.4B(+1.3%)
SCHWAB CHARLES CORP
SCHW|808513105
Shares:
3373943(+3.0%)
Value:
$264.1B(+9.0%)
AMAZON COM INC
AMZN|023135106
Shares:
1276550(-11.0%)
Value:
$242.9B(-22.8%)
UNITEDHEALTH GROUP INC
UNH|91324P102
Shares:
435600(+0.0%)
Value:
$228.1B(+3.5%)
NEW YORK TIMES CO
NYT|650111107
Shares:
3699259(-2.5%)
Value:
$183.5B(-7.1%)
Alphabet Inc.
GOOG|02079K107
Shares:
745380(-12.3%)
Value:
$116.5B(-28.1%)
THERMO FISHER SCIENTIFIC INC.
TMO|883556102
Shares:
232430(+0.0%)
Value:
$115.7B(-4.3%)
Adecoagro S.A.
AGRO|L00849106
Shares:
8511838(-4.4%)
Value:
$95.1B(+13.3%)
Salesforce, Inc.
CRM|79466L302
Shares:
338650(-36.9%)
Value:
$90.9B(-49.4%)
PROCORE TECHNOLOGIES, INC.
PCOR|74275K108
Shares:
918205(+64.8%)
Value:
$60.6B(+45.2%)
Alphabet Inc.
GOOGL|02079K305
Shares:
346960(+0.0%)
Value:
$53.7B(-18.3%)
42703MAF0
42703MAF0
Shares:
0
Value:
$51.4B(+11.2%)
HERBALIFE LTD.
HLF|G4412G101
Shares:
4735388(+14.9%)
Value:
$40.9B(+48.2%)