FCHI8,141.92-0.19%
GDAXI24,083.53-0.19%
DJI49,182.42-0.10%
XLE56.76-0.19%
STOXX50E5,860.32-0.39%
XLF51.820.78%
FTSE10,321.09-0.56%
IXIC24,876.710.16%
RUT2,784.77-0.08%
GSPC7,172.880.11%
Temp29.3°C
UV12.5
Feels33.3°C
Humidity66%
Wind13.7 km/h
Air QualityAQI 1
Cloud Cover25%
Rain0%
Sunrise06:00 AM
Sunset06:47 PM
Time12:29 PM

Institutional Manager · CIK 0001512171

Route One Investment Company, L.P.

San Francisco, CA · File #028-14266

Latest AUM
$2.69B
Positions
16
Top-10 Concentration
84.7%
Filings
9

Portfolio Value Over Time

2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12

Biggest QoQ Changes

Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.

ActionIssuerTicker / CUSIPΔ SharesFlow ($)Price Effect
NEWISHARES TR464287655+1,200,000+$295.4M$0
EXITEDALPHABET INC02079K305-800,000-$194.5M$0
NEWESSEX PPTY TR INC297178105+532,977+$139.5M$0
EXITEDBELLRING BRANDS INC07831C103-2,302,856-$83.7M$0
EXITEDSALESFORCE INC79466L302-338,650-$80.3M$0
EXITEDHERBALIFE LTD42703MAF0-59,525,000-$56.2M$0
NEWVISTA ENERGY S.A.B. DE C.V.VSOGF+1,024,200+$49.8M$0
ADDBBB FOODS INCTBBB+1,307,079+$43.6M+$502,293
REDUCENEW YORK TIMES CONYT-593,950-$41.2M+$44.5M
REDUCESCHWAB CHARLES CORPSCHW-PJ-405,850-$40.5M+$10.0M

Sector Allocation

Consumer Staples
17.2%$462.1M
Technology
14.9%$402.6M
Healthcare
13.2%$354.8M

Filing History

Top 16 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1GUIDEWIRE SOFTWARE INCGWRE1,670,414$335.8M12.47%
2POST HLDGS INCPOST3,136,468$310.7M11.54%
3ISHARES TR4642876551,200,000$295.4M10.97%
4AMAZON COM INCAMZN1,138,000$262.7M9.76%
5ALPHABET INCGOOG689,080$216.2M8.03%
6NEW YORK TIMES CONYT3,105,309$215.6M8.01%
7SCHWAB CHARLES CORPSCHW-PJ1,838,343$183.7M6.82%
8UNITEDHEALTH GROUP INCUNH507,300$167.5M6.22%
9THERMO FISHER SCIENTIFIC INCTMO263,600$152.7M5.67%
10ESSEX PPTY TR INC297178105532,977$139.5M5.18%
11KILROY RLTY CORP49427F1082,935,372$109.7M4.07%
12HERBALIFE LTDHLF8,162,123$105.2M3.91%
13PROCORE TECHNOLOGIES INCPCOR918,205$66.8M2.48%
14VISTA ENERGY S.A.B. DE C.V.VSOGF1,024,200$49.8M1.85%
15BBB FOODS INCTBBB1,385,196$46.3M1.72%
16VEEVA SYS INCVEEV155,100$34.6M1.29%