13F HOLDINGS REPORT
Route One Investment Company, L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000935836-25-000531
Total Value
$2.29B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 1,818,009 | $428.1M | 18.73% |
| 2 | POST HLDGS INC | POST | 3,413,918 | $372.2M | 16.29% |
| 3 | AMAZON COM INC | AMZN | 1,276,550 | $280.1M | 12.26% |
| 4 | SCHWAB CHARLES CORP | SCHW-PJ | 2,515,343 | $229.5M | 10.04% |
| 5 | NEW YORK TIMES CO | NYT | 3,699,259 | $207.1M | 9.06% |
| 6 | UNITEDHEALTH GROUP INC | UNH | 470,300 | $146.7M | 6.42% |
| 7 | ALPHABET INC | GOOG | 745,380 | $132.2M | 5.79% |
| 8 | THERMO FISHER SCIENTIFIC INC | TMO | 293,380 | $119.0M | 5.21% |
| 9 | SALESFORCE INC | CRM | 338,650 | $92.3M | 4.04% |
| 10 | PROCORE TECHNOLOGIES INC | PCOR | 918,205 | $62.8M | 2.75% |
| 11 | HERBALIFE LTD | HLF | 59,525,000 | $54.4M | 2.38% |
| 12 | HERBALIFE LTD | HLF | 6,159,138 | $53.1M | 2.32% |
| 13 | VEEVA SYS INC | VEEV | 155,100 | $44.7M | 1.95% |
| 14 | KILROY RLTY CORP | 49427F108 | 1,000,900 | $34.3M | 1.50% |
| 15 | ALPHABET INC | GOOG | 162,360 | $28.6M | 1.25% |