Route One Investment Company, L.p.

Filing Details

13F-HR2025-03-31
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
Manager Name
Route One Investment Company, L.p.
Data Enrichment
93% identified
13 identified1 unidentified

Holdings

14 positions
Manager:
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Post Holdings, Inc.
Shares:
4048439(-3.0%)
Value:
$471.1B(-1.4%)
Guidewire Software, Inc.
Shares:
2051430(-8.9%)
Value:
$384.4B(+1.3%)
SCHWAB CHARLES CORP
Shares:
3373943(+3.0%)
Value:
$264.1B(+9.0%)
AMAZON COM INC
Shares:
1276550(-11.0%)
Value:
$242.9B(-22.8%)
UNITEDHEALTH GROUP INC
Shares:
435600(+0.0%)
Value:
$228.1B(+3.5%)
NEW YORK TIMES CO
Shares:
3699259(-2.5%)
Value:
$183.5B(-7.1%)
Alphabet Inc.
Shares:
745380(-12.3%)
Value:
$116.5B(-28.1%)
THERMO FISHER SCIENTIFIC INC.
Shares:
232430(+0.0%)
Value:
$115.7B(-4.3%)
Adecoagro S.A.
Shares:
8511838(-4.4%)
Value:
$95.1B(+13.3%)
Salesforce, Inc.
Shares:
338650(-36.9%)
Value:
$90.9B(-49.4%)
PROCORE TECHNOLOGIES, INC.
Shares:
918205(+64.8%)
Value:
$60.6B(+45.2%)
Alphabet Inc.
Shares:
346960(+0.0%)
Value:
$53.7B(-18.3%)
42703MAF0
Shares:
0
Value:
$51.4B(+11.2%)
HERBALIFE LTD.
Shares:
4735388(+14.9%)
Value:
$40.9B(+48.2%)