ROUTE ONE INVESTMENT COMPANY, L.P.
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLF | 7.53M | $63.54M |
 | NYT | 3.70M | $212.34M |
 | POST | 3.43M | $368.97M |
 | KRC | 2.62M | $110.68M |
 | BRBR | 2.30M | $83.71M |
 | SCHW | 2.24M | $214.25M |
 | GWRE | 1.82M | $417.89M |
 | AMZN | 1.28M | $280.29M |
 | PCOR | 918K | $66.96M |
 | GOOG | 745K | $181.54M |
 | UNH | 507K | $175.17M |
 | CRM | 339K | $80.26M |
 | TMO | 293K | $142.30M |
 | VEEV | 155K | $46.21M |
 | TBBB | 78K | $2.11M |
 | GOOGL | 20K | $4.85M |
Herbalife Nutrition Ltd.
HLF
Shares Held
7.53M
Value
$63.54M
The New York Times Company
NYT
Shares Held
3.70M
Value
$212.34M
Post Holdings, Inc.
POST
Shares Held
3.43M
Value
$368.97M
Kilroy Realty Corporation
KRC
Shares Held
2.62M
Value
$110.68M
BellRing Brands, Inc.
BRBR
Shares Held
2.30M
Value
$83.71M
The Charles Schwab Corporation
SCHW
Shares Held
2.24M
Value
$214.25M
Guidewire Software, Inc.
GWRE
Shares Held
1.82M
Value
$417.89M
Amazon.com, Inc.
AMZN
Shares Held
1.28M
Value
$280.29M
Procore Technologies, Inc.
PCOR
Shares Held
918K
Value
$66.96M
Alphabet Inc.
GOOG
Shares Held
745K
Value
$181.54M
UnitedHealth Group Incorporated
UNH
Shares Held
507K
Value
$175.17M
Salesforce, Inc.
CRM
Shares Held
339K
Value
$80.26M
Thermo Fisher Scientific Inc.
TMO
Shares Held
293K
Value
$142.30M
Veeva Systems Inc.
VEEV
Shares Held
155K
Value
$46.21M
BBB Foods Inc.
TBBB
Shares Held
78K
Value
$2.11M
Alphabet Inc.
GOOGL
Shares Held
20K
Value
$4.85M