CIK 1512171
Route One Investment Company, L.P.
Institutional 13F holdings & portfolio
Holdings
16
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 1–16 of 16
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | 1.7M | $1M+ | SH |
| POST | POST HLDGS INC | 3.1M | $1M+ | SH |
| IWM | ISHARES TR | 1.2M | $1M+ | SH (Put) |
| AMZN | AMAZON COM INC | 1.1M | $1M+ | SH |
| GOOG | ALPHABET INC | 689K | $1M+ | SH |
| NYT | NEW YORK TIMES CO | 3.1M | $1M+ | SH |
| SCHW | SCHWAB CHARLES CORP | 1.8M | $1M+ | SH |
| UNH | UNITEDHEALTH GROUP INC | 507K | $1M+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 264K | $1M+ | SH |
| ESS | ESSEX PPTY TR INC | 533K | $1M+ | SH |
| KRC | KILROY RLTY CORP | 2.9M | $1M+ | SH |
| HLF | HERBALIFE LTD | 8.2M | $1M+ | SH |
| PCOR | PROCORE TECHNOLOGIES INC | 918K | $1M+ | SH |
| VIST | VISTA ENERGY S.A.B. DE C.V. | 1.0M | $1M+ | SH |
| TBBB | BBB FOODS INC | 1.4M | $1M+ | SH |
| VEEV | VEEVA SYS INC | 155K | $1M+ | SH |