Universe · entity
Route One Investment Company, L.P.
Institutional manager (13F) · CIK 1512171
13F holdings · as of 2026-03-31 · top 18 · reported portfolio $2.3B
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | POST HLDGS INC | $292M | 2,950,568 |
| 2 | GUIDEWIRE SOFTWARE INC | $277M | 1,849,364 |
| 3 | AMAZON COM INC | $215M | 1,032,200 |
| 4 | NEW YORK TIMES CO | $206M | 2,458,659 |
| 5 | ALPHABET INC | $198M | 689,080 |
| 6 | SCHWAB CHARLES CORP | $158M | 1,682,243 |
| 7 | UNITEDHEALTH GROUP INC | $144M | 532,875 |
| 8 | THERMO FISHER SCIENTIFIC INC | $127M | 258,700 |
| 9 | HERBALIFE LTD | $121M | 8,227,300 |
| 10 | KILROY RLTY CORP | $114M | 4,049,563 |
| 11 | VISTA ENERGY S.A.B. DE C.V. | $92M | 1,216,700 |
| 12 | MERCADOLIBRE INC | $77M | 44,785 |
| 13 | ESSEX PPTY TR INC | $72M | 297,912 |
| 14 | BBB FOODS INC | $54M | 1,529,296 |
| 15 | PROCORE TECHNOLOGIES INC | $52M | 918,205 |
| 16 | VEEVA SYS INC | $32M | 182,200 |
| 17 | GRUPO FINANCIERO GALICIA S.A | $27M | 579,350 |
| 18 | BANCO MACRO SA | $26M | 332,111 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.