Stock Taper 
ROUTE ONE INVESTMENT COMPANY, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MercadoLibre, Inc. | MELI | 65.56K | $111.28M |
 Mastercard Incorporated | MA | 70.5K | $36.21M |
 Visa Inc. | V | 106.7K | $36.61M |
 Veeva Systems Inc. | VEEV | 211.35K | $37.51M |
 Thermo Fisher Scientific Inc. | TMO | 280.4K | $140.58M |
 UnitedHealth Group Incorporated | UNH | 487.73K | $202.71M |
 Alphabet Inc. | GOOG | 584.05K | $206.36M |
 Procore Technologies, Inc. | PCOR | 918.21K | $37.3M |
 Amazon.com, Inc. | AMZN | 1.03M | $246.01M |
 Vista Energy, S.A.B. de C.V. | VIST | 1.22M | $77.63M |
 Guidewire Software, Inc. | GWRE | 1.85M | $227.56M |
 The Charles Schwab Corporation | SCHW | 2.19M | $202.06M |
 The New York Times Company | NYT | 2.46M | $172.06M |
 Post Holdings, Inc. | POST | 2.95M | $260.42M |
 Kilroy Realty Corporation | KRC | 4.25M | $159.18M |
 Herbalife Nutrition Ltd. | HLF | 8.35M | $109.79M |