Route One Investment Company, L.P. Q3 2024 Filing

Filed November 14, 2024

Portfolio Value

$2.9B

Holdings

16

Report Date

Q3 2024

Filing Type

13F-HR

All Holdings (16 positions)

#	Stock	Shares	Value	% Portfolio	Type
1	GWREGUIDEWIRE INC	2,865,580	$524.2M	18.38%
2	POSTPOST HOLDINGS INC	4,372,639	$506.1M	17.74%
3	AMZNAMAZON COM INC	1,540,400	$287.0M	10.06%
4	UNHUNITEDHEALTH GRP INC	435,600	$254.7M	8.93%
5	SCHWSCHWAB CHARLES CORP	3,712,843	$240.6M	8.44%
6	NYTNEW YORK TIMES CO	3,794,259	$211.2M	7.40%
7	GOOGALPHABET UBC	1,025,380	$171.4M	6.01%
8	CRMSALESFORCE INC	537,100	$147.0M	5.15%
9	TMOTHERMO FISHER SCIENTIFIC INC	210,880	$130.4M	4.57%
10	AGROADECOAGRO SA	9,046,074	$100.1M	3.51%
11	NDQINVESCO QQQ TR	150,000	$73.2M	2.57%	Put
12	GOOGLALPHABET UBC	410,960	$68.2M	2.39%
13	HLFHERBALIFE LTD	8,631,411	$62.1M	2.18%
14	LWLAMB WESTON HLDGS INC	571,050	$37.0M	1.30%
15	PCORPROCORE TECHNOLOGIES INC	557,050	$34.4M	1.21%
16	MTNVAIL RESORTS INC	27,750	$4.8M	0.17%