Route One Investment Company, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$2.3T
Holdings
15
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 1,818,009 | $428.1B | 18.73% | |
| 2 | POSTPOST HLDGS INC | 3,413,918 | $372.2B | 16.29% | |
| 3 | AMZNAMAZON COM INC | 1,276,550 | $280.1B | 12.26% | |
| 4 | SCHWSCHWAB CHARLES CORP | 2,515,343 | $229.5B | 10.04% | |
| 5 | NYTNEW YORK TIMES CO | 3,699,259 | $207.1B | 9.06% | |
| 6 | UNHUNITEDHEALTH GROUP INC | 470,300 | $146.7B | 6.42% | |
| 7 | GOOGALPHABET INC | 745,380 | $132.2B | 5.79% | |
| 8 | TMOTHERMO FISHER SCIENTIFIC INC | 293,380 | $119.0B | 5.21% | |
| 9 | CRMSALESFORCE INC | 338,650 | $92.3B | 4.04% | |
| 10 | PCORPROCORE TECHNOLOGIES INC | 918,205 | $62.8B | 2.75% | |
| 11 | HLF 4.25 06/15/28HERBALIFE LTD | 59,525,000 | $54.4B | 2.38% | |
| 12 | HLFHERBALIFE LTD | 6,159,138 | $53.1B | 2.32% | |
| 13 | VEEVVEEVA SYS INC | 155,100 | $44.7B | 1.95% | |
| 14 | KRCKILROY RLTY CORP | 1,000,900 | $34.3B | 1.50% | |
| 15 | GOOGLALPHABET INC | 162,360 | $28.6B | 1.25% |