Route One Investment Company, L.P.
CIK 1512171 · Holdings on Jun 30, 2026 · First reported Aug 14, 2026
Top ten holdings
Q2 2026- POST10.78%
- AMZN10.18%
- GWRE9.42%
- GOOG8.54%
- UNH8.39%
- SCHW8.36%
- NYT7.12%
- KRC6.59%
- TMO5.82%
- MELI4.61%
Share classes counted separately79.81%
Portfolio value by quarter
What changed this quarter?
Within preview · weight change- GWREWeight decreased · -2.69 pp12.11% → 9.42%Shares 0 (0.00%)
- UNHWeight increased · +2.08 pp6.31% → 8.39%Shares -45.15K (-8.47%)
- POSTWeight decreased · -1.99 pp12.77% → 10.78%Shares 0 (0.00%)
Weight = security value ÷ total reported holdings value. Changes are in percentage points; price moves also affect weights, so they are not trade sizes.
Top 10 holdings 19
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | POSTPOST HOLDINGS INC View history and evidence | $260.42M | 10.78% | 2.95M shares | 12.77% → 10.78%-1.99 pp 0 (0.00%) | Unchanged | ↗▾ |
| 02 | AMZNAMAZON.COM INC View history and evidence | $246.01M | 10.18% | 1.03M shares | 9.41% → 10.18%+0.77 pp 0 (0.00%) | Unchanged | ↗▾ |
| 03 | GWREGUIDEWIRE SOFTWARE INC View history and evidence | $227.56M | 9.42% | 1.85M shares | 12.11% → 9.42%-2.69 pp 0 (0.00%) | Unchanged | ↗▾ |
| 04 | GOOGALPHABET INC-CL CCAP STK CL C View history and evidence | $206.36M | 8.54% | 584.05K shares | 8.65% → 8.54%-0.11 pp -105.03K (-15.24%) | Reduced | ↗▾ |
| 05 | UNHUNITEDHEALTH GROUP INC View history and evidence | $202.71M | 8.39% | 487.73K shares | 6.31% → 8.39%+2.08 pp -45.15K (-8.47%) | Reduced | ↗▾ |
| 06 | SCHWSCHWAB (CHARLES) CORP View history and evidence | $202.06M | 8.36% | 2.19M shares | 6.92% → 8.36%+1.44 pp +507.65K (+30.18%) | Added | ↗▾ |
| 07 | NYTNEW YORK TIMES CO-ACL A View history and evidence | $172.06M | 7.12% | 2.46M shares | 9.01% → 7.12%-1.89 pp 0 (0.00%) | Unchanged | ↗▾ |
| 08 | KRCKILROY REALTY CORP View history and evidence | $159.18M | 6.59% | 4.25M shares | 5.00% → 6.59%+1.59 pp +198.65K (+4.91%) | Added | ↗▾ |
| 09 | TMOTHERMO FISHER SCIENTIFIC INC View history and evidence | $140.58M | 5.82% | 280.40K shares | 5.57% → 5.82%+0.25 pp +21.70K (+8.39%) | Added | ↗▾ |
| 10 | MELIMERCADOLIBRE INC View history and evidence | $111.28M | 4.61% | 65.56K shares | 3.39% → 4.61%+1.22 pp +20.77K (+46.39%) | Added | ↗▾ |
Options overlay 1
$74.68M notionalPut and Call positions are separate. Notional is based on underlying securities, not option premium, market value or net exposure. Quantities are underlying shares.
| Security | Put / Call | Underlying shares | Notional | Quantity change | |
|---|---|---|---|---|---|
SPYSS SPDR S&P 500 ETF TRUST-USTR UNIT View history and evidence | Put | 100.00K | $74.68M | 0 (0.00%) | ▾ |
1 / 1 options · preview only
Exited positions 1
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| ESS ESSEX PROPERTY TRUST INC | Non-derivative | -297,912 | -$72.09M | SEC filing ↗ | SEC filing ↗ |
1 / 1 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1512171 · Period 2026-06-30
Data loaded 2026-09-23 · First reported 2026-08-14
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 2490361555
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