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Route One Investment Company, L.P.

Route One Investment Company, L.P. is an Investment Adviser institutional filer with the SEC under CIK 1512171, reporting 19 portfolio positions, with 20 historical 13F filings on file. Most recent reporting period: 2026-06-30.

A Form 13F reports a manager's US-listed stock and option positions only. It does not include real estate, private funds, bonds, cash or non-US holdings, so a 13F portfolio value is not the firm's total assets under management (AUM).

  • State of incorporation: DE
  • Filing type: 13F-HR
  • Latest reporting period: 2026-06-30
  • Last filed: 2026-08-14

Top 10 portfolio positions

The largest reported holdings in Route One Investment Company, L.P.'s most recent 13F filing, ranked by reported market value.

  1. POST HLDGS INC (POST)
  2. AMAZON COM INC (AMZN)
  3. GUIDEWIRE SOFTWARE INC (GWRE)
  4. ALPHABET INC (GOOG)
  5. UNITEDHEALTH GROUP INC (UNH)
  6. SCHWAB CHARLES CORP (SCHW)
  7. NEW YORK TIMES CO (NYT)
  8. KILROY RLTY CORP (KRC)
  9. THERMO FISHER SCIENTIFIC INC (TMO)
  10. MERCADOLIBRE INC (MELI)
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