Route One Investment Company, L.P.
Net buyer this quarter
$2.49B
19
+$66.2M
77.4%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 POST | $260M | 10.46% | 6.51% | Not reported | Q4 2013 |
 AMZN | $246M | 9.88% | 0.01% | Not reported | Q2 2022 |
 GWRE | $228M | 9.14% | 2.22% | Not reported | Q1 2020 |
 GOOG | $206M | 8.29% | Not reported | -15.2% | Q4 2015 |
 UNH | $203M | 8.14% | 0.05% | -8.5% | Q2 2019 |
 SCHW | $202M | 8.11% | 0.13% | +30.2% | Q2 2013 |
 NYT | $172M | 6.91% | Not reported | Not reported | Q2 2020 |
 KRC | $159M | 6.39% | 3.65% | +4.9% | Q4 2023 |
 TMO | $141M | 5.65% | 0.08% | +8.4% | Q3 2023 |
 MELI | $111M | 4.47% | 0.13% | +46.4% | Q1 2026 |
 HLF | $110M | 4.41% | 7.97% | +1.5% | Q4 2014 |
 TBBB | $92.7M | 3.72% | Not reported | +45.4% | Q2 2024 |
 VIST | $77.6M | 3.12% | 1.28% | Not reported | Q4 2025 |
 VEEV | $37.5M | 1.51% | 0.13% | +16.0% | Q2 2025 |
 PCOR | $37.3M | 1.50% | 0.60% | Not reported | Q4 2023 |
 V | $36.6M | 1.47% | 0.01% | Not reported | Q2 2013 |
 MA | $36.2M | 1.45% | 0.01% | New | Q2 2026 |
 BMA | $30.8M | 1.23% | 0.05% | Not reported | Q1 2026 |
 GGAL | $29M | 1.16% | Not reported | Not reported | Q1 2026 |
| Q1 2026 | |||||
| POST | $292M | 12.42% | 6.15% | -5.9% | Q4 2013 |
| GWRE | $277M | 11.77% | 2.18% | +10.7% | Q1 2020 |
| AMZN | $215M | 9.15% | 0.01% | -9.3% | Q2 2022 |
| NYT | $206M | 8.76% | Not reported | -20.8% | Q2 2020 |
| GOOG | $198M | 8.41% | Not reported | Not reported | Q4 2015 |
| SCHW | $158M | 6.73% | 0.10% | -8.5% | Q2 2013 |
| UNH | $144M | 6.14% | 0.06% | +5.0% | Q2 2019 |
| TMO | $127M | 5.41% | 0.07% | -1.9% | Q3 2023 |
| HLF | $121M | 5.16% | 7.96% | +0.8% | Q4 2014 |
| KRC | $114M | 4.86% | 3.48% | +38.0% | Q4 2023 |
| VIST | $91.8M | 3.91% | 1.28% | +18.8% | Q4 2025 |
| MELI | $77.4M | 3.30% | 0.09% | New | Q1 2026 |
 ESS | $72.1M | 3.07% | 0.46% | -44.1% | Q4 2025 |
| TBBB | $54.1M | 2.30% | Not reported | +10.4% | Q2 2024 |
| PCOR | $52.3M | 2.23% | 0.61% | Not reported | Q4 2023 |
| VEEV | $32M | 1.36% | 0.11% | +17.5% | Q2 2025 |
| GGAL | $27.1M | 1.15% | Not reported | New | Q1 2026 |
| BMA | $25.7M | 1.09% | 0.05% | New | Q1 2026 |
| Q4 2025 | |||||
| GWRE | $336M | 12.47% | 1.96% | -8.1% | Q1 2020 |
| POST | $311M | 11.54% | 6.01% | -8.6% | Q4 2013 |
| AMZN | $263M | 9.76% | 0.01% | -10.9% | Q2 2022 |
| GOOG | $216M | 8.03% | Not reported | -7.6% | Q4 2015 |
| NYT | $216M | 8.01% | Not reported | -16.1% | Q2 2020 |
| SCHW | $184M | 6.82% | 0.10% | -18.1% | Q2 2013 |
| UNH | $167M | 6.22% | 0.06% | Not reported | Q2 2019 |
| TMO | $153M | 5.67% | 0.07% | -10.2% | Q3 2023 |
| ESS | $139M | 5.18% | 0.83% | New | Q4 2025 |
| KRC | $110M | 4.07% | 2.48% | +12.1% | Q4 2023 |
| HLF | $105M | 3.91% | 7.90% | +8.4% | Q4 2014 |
| PCOR | $66.8M | 2.48% | 0.61% | Not reported | Q4 2023 |
| VIST | $49.8M | 1.85% | 1.07% | New | Q4 2025 |
| TBBB | $46.3M | 1.72% | Not reported | +1673.2% | Q2 2024 |
| VEEV | $34.6M | 1.29% | 0.09% | Not reported | Q2 2025 |
| Q3 2025 | |||||
| GWRE | $418M | 15.47% | 2.15% | Not reported | Q1 2020 |
| POST | $369M | 13.66% | 6.32% | +0.6% | Q4 2013 |
| AMZN | $280M | 10.37% | 0.01% | Not reported | Q2 2022 |
| SCHW | $214M | 7.93% | 0.12% | -10.8% | Q2 2013 |
| NYT | $212M | 7.86% | Not reported | Not reported | Q2 2020 |
| GOOG | $182M | 6.72% | Not reported | Not reported | Q4 2015 |
| UNH | $175M | 6.48% | 0.06% | +7.9% | Q2 2019 |
| TMO | $142M | 5.27% | 0.08% | Not reported | Q3 2023 |
| KRC | $111M | 4.10% | 2.21% | +161.7% | Q4 2023 |
 BRBR | $83.7M | 3.10% | 1.83% | Not reported | Q4 2019 |
 CRM | $80.3M | 2.97% | 0.04% | Not reported | Q1 2020 |
| PCOR | $67M | 2.48% | 0.61% | Not reported | Q4 2023 |
| HLF | $63.5M | 2.35% | 7.30% | +22.2% | Q4 2014 |
| VEEV | $46.2M | 1.71% | 0.09% | Not reported | Q2 2025 |
| GOOGL | $4.85M | 0.18% | 0.00% | -87.7% | Q4 2015 |
| TBBB | $2.11M | 0.08% | Not reported | Not reported | Q2 2024 |