13F HOLDINGS REPORT
Route One Investment Company, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000935836-25-000701
Total Value
$2.70B
Positions
18
Other Managers
0
Confidential Omitted
No
Holdings (18)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | GUIDEWIRE SOFTWARE INC | GWRE | 1,818,009 | $417.9M | 15.47% |
| 2 | POST HLDGS INC | POST | 3,432,918 | $369.0M | 13.66% |
| 3 | AMAZON COM INC | AMZN | 1,276,550 | $280.3M | 10.37% |
| 4 | SCHWAB CHARLES CORP | SCHW-PJ | 2,244,193 | $214.3M | 7.93% |
| 5 | NEW YORK TIMES CO | NYT | 3,699,259 | $212.3M | 7.86% |
| 6 | ALPHABET INC | GOOG | 800,000 | $194.5M | 7.20% |
| 7 | ALPHABET INC | GOOG | 745,380 | $181.5M | 6.72% |
| 8 | UNITEDHEALTH GROUP INC | UNH | 507,300 | $175.2M | 6.48% |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 293,380 | $142.3M | 5.27% |
| 10 | KILROY RLTY CORP | 49427F108 | 2,619,611 | $110.7M | 4.10% |
| 11 | BELLRING BRANDS INC | BRBR | 2,302,856 | $83.7M | 3.10% |
| 12 | SALESFORCE INC | CRM | 338,650 | $80.3M | 2.97% |
| 13 | PROCORE TECHNOLOGIES INC | PCOR | 918,205 | $67.0M | 2.48% |
| 14 | HERBALIFE LTD | HLF | 7,528,938 | $63.5M | 2.35% |
| 15 | HERBALIFE LTD | HLF | 59,525,000 | $56.2M | 2.08% |
| 16 | VEEVA SYS INC | VEEV | 155,100 | $46.2M | 1.71% |
| 17 | ALPHABET INC | GOOG | 19,960 | $4.9M | 0.18% |
| 18 | BBB FOODS INC | TBBB | 78,117 | $2.1M | 0.08% |