13F HOLDINGS REPORT
Route One Investment Company, L.P.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000935836-24-000707
Total Value
$2.85B
Positions
16
Other Managers
0
Confidential Omitted
No
Holdings (16)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE INC | GWRE | 2,865,580 | $524.2M | 18.38% |
| 2 | POST HOLDINGS INC | POST | 4,372,639 | $506.1M | 17.74% |
| 3 | AMAZON COM INC | AMZN | 1,540,400 | $287.0M | 10.06% |
| 4 | UNITEDHEALTH GRP INC | UNH | 435,600 | $254.7M | 8.93% |
| 5 | SCHWAB CHARLES CORP | SCHW-PJ | 3,712,843 | $240.6M | 8.44% |
| 6 | NEW YORK TIMES CO | NYT | 3,794,259 | $211.2M | 7.40% |
| 7 | ALPHABET UBC | GOOG | 1,025,380 | $171.4M | 6.01% |
| 8 | SALESFORCE INC | CRM | 537,100 | $147.0M | 5.15% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 210,880 | $130.4M | 4.57% |
| 10 | ADECOAGRO SA | AGRO | 9,046,074 | $100.1M | 3.51% |
| 11 | INVESCO QQQ TR | IVZ | 150,000 | $73.2M | 2.57% |
| 12 | ALPHABET UBC | GOOG | 410,960 | $68.2M | 2.39% |
| 13 | HERBALIFE LTD | HLF | 8,631,411 | $62.1M | 2.18% |
| 14 | LAMB WESTON HLDGS INC | LW | 571,050 | $37.0M | 1.30% |
| 15 | PROCORE TECHNOLOGIES INC | PCOR | 557,050 | $34.4M | 1.21% |
| 16 | VAIL RESORTS INC | MTN | 27,750 | $4.8M | 0.17% |