ROUTE ONE INVESTMENT COMPANY, L.P.
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | HLF | 8.23M | $121.11M |
 | KRC | 4.05M | $114.24M |
 | POST | 2.95M | $291.69M |
 | NYT | 2.46M | $205.86M |
 | GWRE | 1.85M | $276.59M |
 | SCHW | 1.68M | $158.10M |
 | TBBB | 1.53M | $54.09M |
 | VIST | 1.22M | $91.82M |
 | AMZN | 1.03M | $214.98M |
 | PCOR | 918K | $52.34M |
 | GOOG | 689K | $197.67M |
 | GGAL | 579K | $27.06M |
 | UNH | 533K | $144.19M |
 | BMA | 332K | $25.70M |
 | ESS | 298K | $72.09M |
 | TMO | 259K | $127.16M |
 | VEEV | 182K | $32.01M |
 | MELI | 45K | $77.43M |
Herbalife Nutrition Ltd.
HLF
Shares Held
8.23M
Value
$121.11M
Kilroy Realty Corporation
KRC
Shares Held
4.05M
Value
$114.24M
Post Holdings, Inc.
POST
Shares Held
2.95M
Value
$291.69M
The New York Times Company
NYT
Shares Held
2.46M
Value
$205.86M
Guidewire Software, Inc.
GWRE
Shares Held
1.85M
Value
$276.59M
The Charles Schwab Corporation
SCHW
Shares Held
1.68M
Value
$158.10M
BBB Foods Inc.
TBBB
Shares Held
1.53M
Value
$54.09M
Vista Energy, S.A.B. de C.V.
VIST
Shares Held
1.22M
Value
$91.82M
Amazon.com, Inc.
AMZN
Shares Held
1.03M
Value
$214.98M
Procore Technologies, Inc.
PCOR
Shares Held
918K
Value
$52.34M
Alphabet Inc.
GOOG
Shares Held
689K
Value
$197.67M
Grupo Financiero Galicia S.A.
GGAL
Shares Held
579K
Value
$27.06M
UnitedHealth Group Incorporated
UNH
Shares Held
533K
Value
$144.19M
Banco Macro S.A.
BMA
Shares Held
332K
Value
$25.70M
Essex Property Trust, Inc.
ESS
Shares Held
298K
Value
$72.09M
Thermo Fisher Scientific Inc.
TMO
Shares Held
259K
Value
$127.16M
Veeva Systems Inc.
VEEV
Shares Held
182K
Value
$32.01M
MercadoLibre, Inc.
MELI
Shares Held
45K
Value
$77.43M