Latest Route One Investment Company, L.P. Stock Portfolio
Route One Investment Company, L.P. Performance:
2025 Q3: 4.16%YTD: 5.5%2024: 20.33%
Performance for 2025 Q3 is 4.16%, and YTD is 5.5%, and 2024 is 20.33%.
About Route One Investment Company, L.P. and 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, Route One Investment Company, L.P. reported an equity portfolio of $2.7 Billions as of 30 Sep, 2025.
The top stock holdings of Route One Investment Company, L.P. are GWRE, POST, AMZN. The fund has invested 15.5% of it's portfolio in GUIDEWIRE SOFTWARE INC and 13.7% of portfolio in POST HLDGS INC.
They significantly reduced their stock positions in ALPHABET INC (GOOG) and SCHWAB CHARLES CORP (SCHW). Route One Investment Company, L.P. opened new stock positions in BELLRING BRANDS INC (BRBR) and BBB FOODS INC. The fund showed a lot of confidence in some stocks as they added substantially to KILROY RLTY CORP (KRC), HERBALIFE LTD (HLF) and UNITEDHEALTH GROUP INC (UNH).
The top stock holdings of Route One Investment Company, L.P. are GWRE, POST, AMZN. The fund has invested 15.5% of it's portfolio in GUIDEWIRE SOFTWARE INC and 13.7% of portfolio in POST HLDGS INC.
They significantly reduced their stock positions in ALPHABET INC (GOOG) and SCHWAB CHARLES CORP (SCHW). Route One Investment Company, L.P. opened new stock positions in BELLRING BRANDS INC (BRBR) and BBB FOODS INC. The fund showed a lot of confidence in some stocks as they added substantially to KILROY RLTY CORP (KRC), HERBALIFE LTD (HLF) and UNITEDHEALTH GROUP INC (UNH).
Route One Investment Company, L.P. Annual Return Estimates Vs S&P 500
Our best estimate is that Route One Investment Company, L.P. made a return of 4.16% in the last quarter. In trailing 12 months, it's portfolio return was 6.98%.
New Buys
| Ticker | $ Bought |
|---|---|
| bellring brands inc | 83,708,800 |
| bbb foods inc | 2,106,030 |
New stocks bought by Route One Investment Company, L.P.
Additions
| Ticker | % Inc. |
|---|---|
| kilroy rlty corp | 161 |
| herbalife ltd | 22.24 |
| unitedhealth group inc | 7.87 |
| post hldgs inc | 0.56 |
Additions to existing portfolio by Route One Investment Company, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| alphabet inc | -87.71 |
| schwab charles corp | -10.78 |
Route One Investment Company, L.P. reduced stake in above stock
Sold off
Sector Distribution
Route One Investment Company, L.P. has about 23.1% of it's holdings in Technology sector.
| Sector | % |
|---|---|
| Technology | 23.1 |
| Consumer Defensive | 21.1 |
| Communication Services | 16.3 |
| Healthcare | 14.8 |
| Consumer Cyclical | 11.4 |
| Financial Services | 8.7 |
| Real Estate | 4.5 |
Market Cap. Distribution
Route One Investment Company, L.P. has about 63% of it's portfolio invested in the large-cap and mega-cap stocks.
| Category | % |
|---|---|
| MEGA-CAP | 35.3 |
| MID-CAP | 34.4 |
| LARGE-CAP | 27.7 |
| SMALL-CAP | 2.6 |
Stocks belong to which Index?
About 50% of the stocks held by Route One Investment Company, L.P. either belong to S&P 500 or RUSSELL 2000 index.
| Index | % |
|---|---|
| Others | 50 |
| S&P 500 | 44 |
| RUSSELL 2000 | 6 |
Route One Investment Company, L.P. Holdings Map
This heatmap illustrates the top 50 positions within the fund's portfolio.
Current Stock Holdings of Route One Investment Company, L.P.
Route One Investment Company, L.P. has 16 stocks in it's portfolio. About 81% of the portfolio is in top 10 stocks. CRM proved to be the most loss making stock for the portfolio. GOOG was the most profitable stock for Route One Investment Company, L.P. last quarter.
Last Reported on: 14 Nov, 2025| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
|---|---|---|---|---|---|---|---|---|
| AMZN | amazon com inc | 10.37 | 1,276,550 | 280,292,000 | unchanged | 0.00 | ||
| BRBR | bellring brands inc | 3.10 | 2,302,860 | 83,708,800 | new | |||
| CRM | salesforce inc | 2.97 | 338,650 | 80,260,000 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 6.72 | 745,380 | 181,537,000 | unchanged | 0.00 | ||
| GOOG | alphabet inc | 0.18 | 19,960 | 4,852,280 | reduced | -87.71 | ||
| GWRE | guidewire software inc | 15.47 | 1,818,010 | 417,888,000 | unchanged | 0.00 | ||
| HLF | herbalife ltd | 2.35 | 7,528,940 | 63,544,200 | added | 22.24 | ||
| KRC | kilroy rlty corp | 4.10 | 2,619,610 | 110,679,000 | added | 161 | ||
| NYT | new york times co | 7.86 | 3,699,260 | 212,337,000 | unchanged | 0.00 | ||
| PCOR | procore technologies inc | 2.48 | 918,205 | 66,955,500 | unchanged | 0.00 | ||
| POST | post hldgs inc | 13.66 | 3,432,920 | 368,970,000 | added | 0.56 | ||
| SCHW | schwab charles corp | 7.93 | 2,244,190 | 214,253,000 | reduced | -10.78 | ||
| TMO | thermo fisher scientific inc | 5.27 | 293,380 | 142,295,000 | unchanged | 0.00 | ||
| UNH | unitedhealth group inc | 6.48 | 507,300 | 175,171,000 | added | 7.87 | ||
| VEEV | veeva sys inc | 1.71 | 155,100 | 46,205,800 | unchanged | 0.00 | ||
| herbalife ltd | 2.08 | 59,525,000 | 56,230,300 | unchanged | 0.00 | |||
| bbb foods inc | 0.08 | 78,117 | 2,106,030 | new | ||||