Route One Investment Company, L.P. Q3 2021 Filing

Filed November 15, 2021

Portfolio Value

$3.9T

Holdings

16

Report Date

Q3 2021

Filing Type

13F-HR

All Holdings (16 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	POSTPOST HOLDINGS ORD (NYS)	7,000,573	$771.2B	19.85%
2	SCHWCHARLES SCHWAB ORD (NYS)	6,392,793	$465.7B	11.98%
3	HLFHERBALIFE NUTRITION ORD (NYS)	8,791,232	$372.6B	9.59%
4	UNHUNITEDHEALTH GRP ORD (NYS)	833,850	$325.8B	8.38%
5	CRMSALESFORCE.COM ORD (NYS)	1,171,750	$317.8B	8.18%
6	GOOGLALPHABET CL A ORD (NMS)	110,155	$294.5B	7.58%
7	METAFACEBOOK CL A ORD (NMS)	778,800	$264.3B	6.80%
8	GWREGUIDEWIRE SOFTWARE ORD (NYS)	1,736,098	$206.4B	5.31%
9	SHOPSHOPIFY CL A SUB VTG ORD (NYS)	129,450	$175.5B	4.52%
10	BRBR1GBPBELLRING BRANDS CL A ORD (NYS)	5,165,991	$158.9B	4.09%
11	NYTNEW YORK TIMES CL A ORD (NYS)	2,993,009	$147.5B	3.80%
12	AGROADECOAGRO ORD (NYS)	14,444,844	$130.4B	3.36%
13	OSH3EUROAK STREET HEALTH ORD (NYS)	2,222,250	$94.5B	2.43%
14	LBTYBLIBERTY GLOBAL CL A ORD (NMS)	2,142,418	$63.8B	1.64%
15	GOOGALPHABET CL C ORD (NMS)	21,869	$58.3B	1.50%
16	BABAALIBABA GROUP HOLDING ADR REP 8 ORD (NYS)	261,050	$38.6B	0.99%