Route One Investment Company, L.p.
Investment Portfolio & 13F Holdings Analysis
About
Route One Investment Company, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 14 holdings worth $2.4 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- 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
- CIK
- 0001512171
- Manager Name
- Route One Investment Company, L.p.
Data Enrichment
93% identified13 identified1 unidentified
Holdings
14 positions
Manager:
Search and click to pin securities to the top
42703MAF0
Shares:
0
Value:
$51.4B(+11.2%)
Instrument | Shares | Other Manager | Value | ||
---|---|---|---|---|---|
4.0M | All Managers (Combined) | $471.1M | |||
2.1M | All Managers (Combined) | $384.4M | |||
3.4M | All Managers (Combined) | $264.1M | |||
Amazon Com Inc(AMZNcusip023135106) | 1.3M | All Managers (Combined) | $242.9M | ||
435.6K | QoQ 0.00% (+0) | All Managers (Combined) | $228.1M | ||
3.7M | All Managers (Combined) | $183.5M | |||
Alphabet Inc.(GOOGcusip02079K107) | 745.4K | All Managers (Combined) | $116.5M | ||
232.4K | QoQ 0.00% (-0) | All Managers (Combined) | $115.7M | ||
Adecoagro S.A.(AGROcusipL00849106) | 8.5M | All Managers (Combined) | $95.1M | ||
Salesforce, Inc.(CRMcusip79466L302) | 338.6K | All Managers (Combined) | $90.9M | ||
918.2K | All Managers (Combined) | $60.6M | |||
Alphabet Inc.(GOOGLcusip02079K305) | 347.0K | QoQ 0.00% (-0) | All Managers (Combined) | $53.7M | |
(cusip42703MAF0)✕ | — | QoQ - YoY NEW | All Managers (Combined) | $51.4M | YoY NEW(+$51.4M) |
Herbalife Ltd.(HLFcusipG4412G101) | 4.7M | All Managers (Combined) | $40.9M |