Route One Investment Company, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$2.7T
Holdings
17
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE SOFTWARE INC | 1,818,009 | $417.9B | 15.47% | |
| 2 | POSTPOST HLDGS INC | 3,432,918 | $369.0B | 13.66% | |
| 3 | AMZNAMAZON COM INC | 1,276,550 | $280.3B | 10.37% | |
| 4 | SCHWSCHWAB CHARLES CORP | 2,244,193 | $214.3B | 7.93% | |
| 5 | NYTNEW YORK TIMES CO | 3,699,259 | $212.3B | 7.86% | |
| 6 | GOOGLALPHABET INC | 819,960 | $199.3B | 7.38% | Put |
| 7 | GOOGALPHABET INC | 745,380 | $181.5B | 6.72% | |
| 8 | UNHUNITEDHEALTH GROUP INC | 507,300 | $175.2B | 6.48% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 293,380 | $142.3B | 5.27% | |
| 10 | KRCKILROY RLTY CORP | 2,619,611 | $110.7B | 4.10% | |
| 11 | BRBRBELLRING BRANDS INC | 2,302,856 | $83.7B | 3.10% | |
| 12 | CRMSALESFORCE INC | 338,650 | $80.3B | 2.97% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 918,205 | $67.0B | 2.48% | |
| 14 | HLFHERBALIFE LTD | 7,528,938 | $63.5B | 2.35% | |
| 15 | HLF 4.25 06/15/28HERBALIFE LTD | 59,525,000 | $56.2B | 2.08% | |
| 16 | VEEVVEEVA SYS INC | 155,100 | $46.2B | 1.71% | |
| 17 | TBBBBBB FOODS INC | 78,117 | $2.1B | 0.08% |