Route One Investment Company, L.P. Q1 2025 Filing
Filed May 15, 2025
Portfolio Value
$2.4T
Holdings
14
Report Date
Q1 2025
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HLDGS INC | 4,048,439 | $471.1B | 19.64% | |
| 2 | GWREGUIDEWIRE SOFTWARE INC | 2,051,430 | $384.4B | 16.02% | |
| 3 | SCHWSCHWAB CHARLES CORP | 3,373,943 | $264.1B | 11.01% | |
| 4 | AMZNAMAZON COM INC | 1,276,550 | $242.9B | 10.13% | |
| 5 | UNHUNITEDHEALTH GROUP INC | 435,600 | $228.1B | 9.51% | |
| 6 | NYTNEW YORK TIMES CO | 3,699,259 | $183.5B | 7.65% | |
| 7 | GOOGALPHABET INC | 745,380 | $116.5B | 4.85% | |
| 8 | TMOTHERMO FISHER SCIENTIFIC INC | 232,430 | $115.7B | 4.82% | |
| 9 | AGROADECOAGRO SA | 8,511,838 | $95.1B | 3.96% | |
| 10 | CRMSALESFORCE INC | 338,650 | $90.9B | 3.79% | |
| 11 | PCORPROCORE TECHNOLOGIES INC | 918,205 | $60.6B | 2.53% | |
| 12 | GOOGLALPHABET INC | 346,960 | $53.7B | 2.24% | |
| 13 | HLF 4.25 06/15/28HERBALIFE LTD | 59,525,000 | $51.4B | 2.14% | |
| 14 | HLFHERBALIFE LTD | 4,735,388 | $40.9B | 1.70% |