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

SEC FilingSEC DataHachi Filing

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

SEC FilingSEC DataHachi Filing

Manager:

14 positions • $2,398,615.66K total value

14 positions

Manager:

SEC FilingSEC DataHachi Filing

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Post Holdings, Inc.

POST|737446104

4048439(-3.0%)

Value:

$471.1B(-1.4%)

Guidewire Software, Inc.

GWRE|40171V100

2051430(-8.9%)

Value:

$384.4B(+1.3%)

SCHWAB CHARLES CORP

SCHW|808513105

3373943(+3.0%)

Value:

$264.1B(+9.0%)

AMAZON COM INC

AMZN|023135106

1276550(-11.0%)

Value:

$242.9B(-22.8%)

UNITEDHEALTH GROUP INC

UNH|91324P102

435600(+0.0%)

Value:

$228.1B(+3.5%)

NEW YORK TIMES CO

NYT|650111107

3699259(-2.5%)

Value:

$183.5B(-7.1%)

Alphabet Inc.

GOOG|02079K107

745380(-12.3%)

Value:

$116.5B(-28.1%)

THERMO FISHER SCIENTIFIC INC.

TMO|883556102

232430(+0.0%)

Value:

$115.7B(-4.3%)

Adecoagro S.A.

AGRO|L00849106

8511838(-4.4%)

Value:

$95.1B(+13.3%)

Salesforce, Inc.

CRM|79466L302

338650(-36.9%)

Value:

$90.9B(-49.4%)

PROCORE TECHNOLOGIES, INC.

PCOR|74275K108

918205(+64.8%)

Value:

$60.6B(+45.2%)

Alphabet Inc.

GOOGL|02079K305

346960(+0.0%)

Value:

$53.7B(-18.3%)

42703MAF0

Value:

$51.4B(+11.2%)

HERBALIFE LTD.

HLF|G4412G101

4735388(+14.9%)

Value:

$40.9B(+48.2%)

Instrument	Shares		Other Manager	Value
Post Holdings, Inc.(POSTcusip737446104)	4.0M	QoQ -3.02% (-126.1K) YoY -21.75% (-1.1M)	All Managers (Combined)	$471.1M	QoQ -1.41% (-$6.7M) YoY -14.33% (-$78.8M)
Guidewire Software, Inc.(GWREcusip40171V100)	2.1M	QoQ -8.88% (-200.0K) YoY -28.41% (-814.1K)	All Managers (Combined)	$384.4M	QoQ +1.26% (-$4.8M) YoY +14.92% (-$49.9M)
Schwab Charles Corp(SCHWcusip808513105)	3.4M	QoQ +3.05% (+100.0K) YoY +34.70% (+869.3K)	All Managers (Combined)	$264.1M	QoQ +9.00% (+$21.8M) YoY +45.76% (+$82.9M)
Amazon Com Inc(AMZNcusip023135106)	1.3M	QoQ -11.02% (-158.3K) YoY -23.74% (-397.4K)	All Managers (Combined)	$242.9M	QoQ -22.84% (-$71.9M) YoY -19.56% (-$59.1M)
Unitedhealth Group Inc(UNHcusip91324P102)	435.6K	QoQ 0.00% (+0) YoY +13.65% (+52.4K)	All Managers (Combined)	$228.1M	QoQ +3.53% (+$7.8M) YoY +20.33% (+$38.6M)
New York Times Co(NYTcusip650111107)	3.7M	QoQ -2.50% (-95.0K) YoY -2.50% (-95.0K)	All Managers (Combined)	$183.5M	QoQ -7.09% (-$14.0M) YoY +11.88% (-$19.5M)
Alphabet Inc.(GOOGcusip02079K107)	745.4K	QoQ -12.34% (-105.0K) YoY -35.79% (-415.5K)	All Managers (Combined)	$116.5M	QoQ -28.09% (-$45.5M) YoY -34.11% (-$60.3M)
Thermo Fisher Scientific Inc.(TMOcusip883556102)	232.4K	QoQ 0.00% (-0) YoY +10.21% (-21.6K)	All Managers (Combined)	$115.7M	QoQ -4.34% (-$5.3M) YoY -5.63% (-$6.9M)
Adecoagro S.A.(AGROcusipL00849106)	8.5M	QoQ -4.36% (-388.6K) YoY -26.70% (-3.1M)	All Managers (Combined)	$95.1M	QoQ +13.28% (-$11.1M) YoY -25.70% (-$32.9M)
Salesforce, Inc.(CRMcusip79466L302)	338.6K	QoQ -36.94% (-198.4K) YoY -44.56% (-272.3K)	All Managers (Combined)	$90.9M	QoQ -49.38% (-$88.7M) YoY -50.61% (-$93.1M)
Procore Technologies, Inc.(PCORcusip74275K108)	918.2K	QoQ +64.83% (+361.2K) YoY +403.12% (+735.7K)	All Managers (Combined)	$60.6M	QoQ +45.23% (+$18.9M) YoY +304.23% (+$45.6M)
Alphabet Inc.(GOOGLcusip02079K305)	347.0K	QoQ 0.00% (-0) YoY -15.57% (-64.0K)	All Managers (Combined)	$53.7M	QoQ -18.30% (-$12.0M) YoY -13.49% (-$8.4M)
(cusip42703MAF0)✕	—	QoQ - YoY NEW	All Managers (Combined)	$51.4M	QoQ +11.22% (+$5.2M) YoY NEW(+$51.4M)
Herbalife Ltd.(HLFcusipG4412G101)	4.7M	QoQ +14.91% (+614.5K) YoY -45.13% (-3.9M)	All Managers (Combined)	$40.9M	QoQ +48.23% (+$13.3M) YoY -52.88% (-$45.9M)