Holders — by stockHoldings — by fund
Route One Investment Company, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 0001512171
$2.49B
disclosed book value
20
positions
10.5%
largest position share
Positions, as of 2026-06-30
top 20 of 20 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | POSTPOST HLDGS INC | 3.0M | $260.4M | 10.5% |
| 2 | AMZNAMAZON COM INC | 1.0M | $246.0M | 9.9% |
| 3 | GWREGUIDEWIRE SOFTWARE INC | 1.8M | $227.6M | 9.1% |
| 4 | GOOGALPHABET INC | 584,050 | $206.4M | 8.3% |
| 5 | UNHUNITEDHEALTH GROUP INC | 487,725 | $202.7M | 8.1% |
| 6 | SCHWSCHWAB CHARLES CORP | 2.2M | $202.1M | 8.1% |
| 7 | NYTNEW YORK TIMES CO | 2.5M | $172.1M | 6.9% |
| 8 | KRCKILROY RLTY CORP | 4.2M | $159.2M | 6.4% |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 280,400 | $140.6M | 5.6% |
| 10 | MELIMERCADOLIBRE INC | 65,560 | $111.3M | 4.5% |
| 11 | HERBALIFE LTD | 8.3M | $109.8M | 4.4% |
| 12 | BBB FOODS INC | 2.2M | $92.7M | 3.7% |
| 13 | VISTVISTA ENERGY S.A.B. DE C.V. | 1.2M | $77.6M | 3.1% |
| 14 | SPYSPDR S&P 500 ETF TRPUT | 100,000 | $74.7M | 3% |
| 15 | VEEVVEEVA SYS INC | 211,350 | $37.5M | 1.5% |
| 16 | PCORPROCORE TECHNOLOGIES INC | 918,205 | $37.3M | 1.5% |
| 17 | VVISA INC | 106,700 | $36.6M | 1.5% |
| 18 | MAMASTERCARD INCORPORATED | 70,500 | $36.2M | 1.5% |
| 19 | BMABANCO MACRO SA | 332,111 | $30.8M | 1.2% |
| 20 | GGALGRUPO FINANCIERO GALICIA S.A | 579,350 | $29.0M | 1.2% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.