Route One Investment Company, L.P. - Stock Holdings in 13F Filings (SEC)

Updated on March 15, 2026.

Based on 13F Filings filed with the SEC on February 17, 2026, for the 2025 Q4 period, Route One Investment Company, L.P. held in its portfolio 16 assets valued at $2,692,059,269 (i.e. $2.69B).

The most valuable assets in the portfolio included: GUIDEWIRE SOFTWARE INC ($335.77M), POST HLDGS INC ($310.67M), and ISHARES TR ($295.39M).

The chart below shows the top 10 valuable assets, and the table below shows the top 16 valuable assets.

You can see similar for other investment managers.

Related Topics: SEC Topic List.

Data Source: SEC.

Top Valuable Stocks in Route One Investment Company, L.P. Portfolio

GUIDEWIRE SOFTWARE INC

POST HLDGS INC

ISHARES TR

AMAZON COM INC

ALPHABET INC

NEW YORK TIMES CO

SCHWAB CHARLES CORP

UNITEDHEALTH GROUP INC

THERMO FISHER SCIENTIFIC INC

ESSEX PPTY TR INC

Route One Investment Company, L.P. - Stock Holdings in 13F Filings (SEC)

Items per page:

0 of 0

Name of Issuer	No. of Shares	Value ($)	Class
GUIDEWIRE SOFTWARE INC	1670414	335769918	COM
POST HLDGS INC	3136468	310667155	COM
ISHARES TR	1200000	295392000	RUSELL 2000 ETF
AMAZON COM INC	1138000	262673160	COM
ALPHABET INC	689080	216233304	CAP STK CL C
NEW YORK TIMES CO	3105309	215570551	CL A
SCHWAB CHARLES CORP	1838343	183668849	COM
UNITEDHEALTH GROUP INC	507300	167464803	COM
THERMO FISHER SCIENTIFIC INC	263600	152743020	COM
ESSEX PPTY TR INC	532977	139469421	COM
KILROY RLTY CORP	2935372	109694852	COM
HERBALIFE LTD	8162123	105209765	COM SHS
PROCORE TECHNOLOGIES INC	918205	66790232	COM
VISTA ENERGY S.A.B. DE C.V.	1024200	49837572	SPONSORED ADS
BBB FOODS INC	1385196	46251694	CL A COM
VEEVA SYS INC	155100	34622973	CL A COM