Route One Investment Company, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$2.6T
Holdings
14
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (14 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS INC | 4,174,539 | $477.8B | 18.67% | |
| 2 | GWREGUIDEWIRE INC | 2,251,430 | $379.5B | 14.83% | |
| 3 | AMZNAMAZON COM INC | 1,434,800 | $314.8B | 12.30% | |
| 4 | SCHWSCHWAB CHARLES CORP | 3,273,943 | $242.3B | 9.47% | |
| 5 | UNHUNITEDHEALTH GRP INC | 435,600 | $220.4B | 8.61% | |
| 6 | NYTNEW YORK TIMES CO | 3,794,259 | $197.5B | 7.72% | |
| 7 | CRMSALESFORCE INC | 537,100 | $179.6B | 7.01% | |
| 8 | GOOGALPHABET UBC | 850,380 | $161.9B | 6.33% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 232,430 | $120.9B | 4.72% | |
| 10 | AGROADECOAGRO SA | 8,900,438 | $83.9B | 3.28% | |
| 11 | GOOGLALPHABET UBC | 346,960 | $65.7B | 2.57% | |
| 12 | HLF 4.25 06/15/28HERBALIFE LTD | 59,525,000 | $46.2B | 1.80% | |
| 13 | PCORPROCORE TECHNOLOGIES INC | 557,050 | $41.7B | 1.63% | |
| 14 | HLFHERBALIFE LTD | 4,120,884 | $27.6B | 1.08% |