Route One Investment Company, L.P. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$2.8T
Holdings
15
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS ORD (NYS) | 7,000,573 | $576.5B | 20.89% | |
| 2 | BRBRBELLRING BRANDS CL A ORD (NYS) | 13,656,803 | $339.9B | 12.32% | |
| 3 | SCHWCHARLES SCHWAB ORD (NYS) | 4,462,293 | $281.9B | 10.21% | |
| 4 | HLFHERBALIFE NUTRITION ORD (NYS) | 10,845,794 | $221.8B | 8.04% | |
| 5 | UNHUNITEDHEALTH GRP ORD (NYS) | 374,250 | $192.2B | 6.96% | |
| 6 | GWREGUIDEWIRE SOFTWARE ORD (NYS) | 2,504,330 | $177.8B | 6.44% | |
| 7 | CRMSALESFORCE.COM ORD (NYS) | 937,800 | $154.8B | 5.61% | |
| 8 | AMZNAMAZON COM ORD (NMS) | 1,256,500 | $133.5B | 4.84% | |
| 9 | GOOGALPHABET CL C ORD (NMS) | 58,044 | $127.0B | 4.60% | |
| 10 | METAMETA PLATFORMS CL A ORD (NMS) | 770,600 | $124.3B | 4.50% | |
| 11 | AGROADECOAGRO ORD (NYS) | 14,340,344 | $121.3B | 4.40% | |
| 12 | OSH3EUROAK STREET HEALTH ORD (NYS) | 6,917,287 | $113.7B | 4.12% | |
| 13 | NYTNEW YORK TIMES CL A ORD (NYS) | 3,794,259 | $105.9B | 3.84% | |
| 14 | GOOGLALPHABET CL A ORD (NMS) | 38,811 | $84.6B | 3.06% | |
| 15 | —VMG CONSUMER ACQUISITION UNT (NMS) | 500,000 | $5.0B | 0.18% |