Route One Investment Company, L.P. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$2.9B
Holdings
16
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS INC | 5,174,290 | $443.6T | 15233701.53% | |
| 2 | GWREGUIDEWIRE INC | 2,865,580 | $257.9T | 8855768.27% | |
| 3 | AMZNAMAZON COM INC | 1,972,500 | $250.7T | 8609979.02% | |
| 4 | BRBRBELLRING BRANDS INC | 5,801,983 | $239.2T | 8214118.87% | |
| 5 | SCHWSCHWAB CHARLES CORP | 4,160,143 | $228.4T | 7842450.77% | |
| 6 | NDQINVESCO QQQ TR | 550,000 | $197.0T | 6766192.20% | Put |
| 7 | CRMSALESFORCE INC | 776,700 | $157.5T | 5408161.11% | |
| 8 | NYTNEW YORK TIMES CO | 3,794,259 | $156.3T | 5367788.39% | |
| 9 | GOOGALPHABET INC | 1,160,880 | $153.1T | 5255797.94% | |
| 10 | AGROADECOAGRO S A | 13,043,844 | $152.5T | 5235899.52% | |
| 11 | HLFHERBALIFE LTD | 10,845,794 | $151.7T | 5210150.43% | |
| 12 | UNHUNITEDHEALTH GRP INC | 283,400 | $142.9T | 4906426.20% | |
| 13 | SPYSPDR S&P 500 ETF TR | 300,000 | $128.2T | 4403603.95% | Put |
| 14 | GOOGLALPHABET INC | 775,960 | $101.5T | 3486723.02% | |
| 15 | ATVIEURACTIVISION BLIZZARD INC | 832,750 | $78.0T | 2677323.59% | |
| 16 | TMOTHERMO FISHER SCIENTIFIC INC | 145,330 | $73.6T | 2525939.08% |