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Route One Investment Company, L.P.
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $2,490,361,555
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- POST HLDGS INC · COM · 737446104 · shares: $260,417,132
- AMAZON COM INC · COM · 023135106 · shares: $246,014,548
- GUIDEWIRE SOFTWARE INC · COM · 40171V100 · shares: $227,564,240
- ALPHABET INC · CAP STK CL C · 02079K107 · shares: $206,362,387
- UNITEDHEALTH GROUP INC · COM · 91324P102 · shares: $202,713,142
- SCHWAB CHARLES CORP · COM · 808513105 · shares: $202,061,427
- NEW YORK TIMES CO · CL A · 650111107 · shares: $172,056,957
- KILROY RLTY CORP · COM · 49427F108 · shares: $159,180,541
- THERMO FISHER SCIENTIFIC INC · COM · 883556102 · shares: $140,581,344
- MERCADOLIBRE INC · COM · 58733R102 · shares: $111,280,888
Reported holdings
20 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| POST HLDGS INC | COM | 737446104 | — | 2,950,568 shares | $260,417,132 |
| AMAZON COM INC | COM | 023135106 | — | 1,032,200 shares | $246,014,548 |
| GUIDEWIRE SOFTWARE INC | COM | 40171V100 | — | 1,849,364 shares | $227,564,240 |
| ALPHABET INC | CAP STK CL C | 02079K107 | — | 584,050 shares | $206,362,387 |
| UNITEDHEALTH GROUP INC | COM | 91324P102 | — | 487,725 shares | $202,713,142 |
| SCHWAB CHARLES CORP | COM | 808513105 | — | 2,189,893 shares | $202,061,427 |
| NEW YORK TIMES CO | CL A | 650111107 | — | 2,458,659 shares | $172,056,957 |
| KILROY RLTY CORP | COM | 49427F108 | — | 4,248,213 shares | $159,180,541 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 280,400 shares | $140,581,344 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 65,560 shares | $111,280,888 |
| HERBALIFE LTD | COM SHS | G4412G101 | — | 8,348,800 shares | $109,786,720 |
| BBB FOODS INC | CL A COM | G0896C103 | — | 2,224,201 shares | $92,682,456 |
| VISTA ENERGY S.A.B. DE C.V. | SPONSORED ADS | 92837L109 | — | 1,216,700 shares | $77,625,460 |
| SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | PUT | 100,000 shares | $74,677,000 |
| VEEVA SYS INC | CL A COM | 922475108 | — | 211,350 shares | $37,508,285 |
| PROCORE TECHNOLOGIES INC | COM | 74275K108 | — | 918,205 shares | $37,297,487 |
| VISA INC | COM CL A | 92826C839 | — | 106,700 shares | $36,607,703 |
| MASTERCARD INCORPORATED | CL A | 57636Q104 | — | 70,500 shares | $36,208,800 |
| BANCO MACRO SA | SPON ADR B | 05961W105 | — | 332,111 shares | $30,750,157 |
| GRUPO FINANCIERO GALICIA S.A | SPONSORED ADR | 399909100 | — | 579,350 shares | $28,984,881 |