Route One Investment Company, L.P.
CIK 1512171
13F filing for Q2 2026・No. 1,440
- Holdings
- US$2.49B
- Quarter change
- +US$141.2M
- Entries
- 20
- Net bought (estimate)
- +US$81M
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
- New 2
- Sold out 1
- Cut 2
- Added 7
- Corporate actions 0
- Unchanged 8
Largest holdings
19 stocks worth US$2.42B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| POSTPOST HLDGS INCCOM | Unchanged | 2,950,568 | US$260.42M | 10.78% |
| AMZNAmazonCOM | Unchanged | 1,032,200 | US$246.01M | 10.18% |
| GWREGUIDEWIRE SOFTWARE INCCOM | Unchanged | 1,849,364 | US$227.56M | 9.42% |
| GOOGALPHABET INCCAP STK CL C | Cut | 584,050 | US$206.36M | 8.54% |
| UNHUNITEDHEALTH GROUP INCCOM | Cut | 487,725 | US$202.71M | 8.39% |
| SCHWSCHWAB CHARLES CORPCOM | Added | 2,189,893 | US$202.06M | 8.36% |
| NYTNEW YORK TIMES COCL A | Unchanged | 2,458,659 | US$172.06M | 7.12% |
| KRCKILROY RLTY CORPCOM | Added | 4,248,213 | US$159.18M | 6.59% |
| TMOTHERMO FISHER SCIENTIFIC INCCOM | Added | 280,400 | US$140.58M | 5.82% |
| MELIMERCADOLIBRE INCCOM | Added | 65,560 | US$111.28M | 4.61% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.