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Disclosery

Route One Investment Company, L.P.

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13F filer, CIK 1512171, San Francisco, CA

Route One Investment Company, L.P. reported $2,490,361,555 across 20 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 79.82% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-26-000421

Period
2026-06-30
Reported value
$2.49B
Holdings
20
Top 10 weight
79.82%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SCHWadded+507,650$46.8M
Vnew+106,700$36.6M
MAnew+70,500$36.2M
MELIadded+20,775$35.3M
TBBBadded+694,905$29M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ESSexited-297,912-$72.1M
GOOGreduced-105,030-$37.1M
UNHreduced-45,150-$18.8M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q2 2026

Share positions as resolved from 13F-HR 0000935836-26-000421, largest first. % of portfolio is the value over $2,415,684,555, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
POSTPOST HLDGS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 4,372,639 shares; 2024Q4: 4,174,539 shares; 2025Q1: 4,048,439 shares; 2025Q2: 3,413,918 shares; 2025Q3: 3,432,918 shares; 2025Q4: 3,136,468 shares; 2026Q1: 2,950,568 shares; 2026Q2: 2,950,568 shares 2,950,568$260M10.78%0Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,540,400 shares; 2024Q4: 1,434,800 shares; 2025Q1: 1,276,550 shares; 2025Q2: 1,276,550 shares; 2025Q3: 1,276,550 shares; 2025Q4: 1,138,000 shares; 2026Q1: 1,032,200 shares; 2026Q2: 1,032,200 shares 1,032,200$246M10.18%0Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 2,865,580 shares; 2024Q4: 2,251,430 shares; 2025Q1: 2,051,430 shares; 2025Q2: 1,818,009 shares; 2025Q3: 1,818,009 shares; 2025Q4: 1,670,414 shares; 2026Q1: 1,849,364 shares; 2026Q2: 1,849,364 shares 1,849,364$228M9.42%0Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 1,025,380 shares; 2024Q4: 850,380 shares; 2025Q1: 745,380 shares; 2025Q2: 745,380 shares; 2025Q3: 745,380 shares; 2025Q4: 689,080 shares; 2026Q1: 689,080 shares; 2026Q2: 584,050 shares 584,050$206M8.54%-105,030Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 435,600 shares; 2024Q4: 435,600 shares; 2025Q1: 435,600 shares; 2025Q2: 470,300 shares; 2025Q3: 507,300 shares; 2025Q4: 507,300 shares; 2026Q1: 532,875 shares; 2026Q2: 487,725 shares 487,725$203M8.39%-45,150Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,712,843 shares; 2024Q4: 3,273,943 shares; 2025Q1: 3,373,943 shares; 2025Q2: 2,515,343 shares; 2025Q3: 2,244,193 shares; 2025Q4: 1,838,343 shares; 2026Q1: 1,682,243 shares; 2026Q2: 2,189,893 shares 2,189,893$202M8.36%+507,650Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 3,794,259 shares; 2024Q4: 3,794,259 shares; 2025Q1: 3,699,259 shares; 2025Q2: 3,699,259 shares; 2025Q3: 3,699,259 shares; 2025Q4: 3,105,309 shares; 2026Q1: 2,458,659 shares; 2026Q2: 2,458,659 shares 2,458,659$172M7.12%0Timeline
KRCKILROY REALTY CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,000,900 shares; 2025Q3: 2,619,611 shares; 2025Q4: 2,935,372 shares; 2026Q1: 4,049,563 shares; 2026Q2: 4,248,213 shares 4,248,213$159M6.59%+198,650Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 210,880 shares; 2024Q4: 232,430 shares; 2025Q1: 232,430 shares; 2025Q2: 293,380 shares; 2025Q3: 293,380 shares; 2025Q4: 263,600 shares; 2026Q1: 258,700 shares; 2026Q2: 280,400 shares 280,400$141M5.82%+21,700Timeline
MELIMERCADOLIBRE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 44,785 shares; 2026Q2: 65,560 shares 65,560$111M4.61%+20,775Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 8,631,411 shares; 2024Q4: 4,120,884 shares; 2025Q1: 4,735,388 shares; 2025Q2: 6,159,138 shares; 2025Q3: 7,528,938 shares; 2025Q4: 8,162,123 shares; 2026Q1: 8,227,300 shares; 2026Q2: 8,348,800 shares 8,348,800$110M4.54%+121,500Timeline
TBBBBBB FOODS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 78,117 shares; 2025Q4: 1,385,196 shares; 2026Q1: 1,529,296 shares; 2026Q2: 2,224,201 shares 2,224,201$92.7M3.84%+694,905Timeline
VISTVISTA ENERGY S.A.B. DE C.V.Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,024,200 shares; 2026Q1: 1,216,700 shares; 2026Q2: 1,216,700 shares 1,216,700$77.6M3.21%0Timeline
VEEVVEEVA SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 155,100 shares; 2025Q3: 155,100 shares; 2025Q4: 155,100 shares; 2026Q1: 182,200 shares; 2026Q2: 211,350 shares 211,350$37.5M1.55%+29,150Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 557,050 shares; 2024Q4: 557,050 shares; 2025Q1: 918,205 shares; 2025Q2: 918,205 shares; 2025Q3: 918,205 shares; 2025Q4: 918,205 shares; 2026Q1: 918,205 shares; 2026Q2: 918,205 shares 918,205$37.3M1.54%0Timeline
VVISA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 106,700 shares 106,700$36.6M1.52%newTimeline
MAMASTERCARD INCORPORATEDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 70,500 shares 70,500$36.2M1.5%newTimeline
BMABANCO MACRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 332,111 shares; 2026Q2: 332,111 shares 332,111$30.8M1.27%0Timeline
GGALGRUPO FINANCIERO GALICIA S.AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 579,350 shares; 2026Q2: 579,350 shares 579,350$29M1.2%0Timeline

Options

Puts and calls, as filed. The amount and value describe the underlying shares, not the option premium, so they stay out of % of portfolio (H5).

SecurityTypeAmountValueChange
SPYSTATE STR SPDR S&P 500 ETF T SHSput100,000$74.7M0

Sold out in Q2 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
ESSESSEX PPTY TR INC297,912$72.1Mshares

How Q2 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000935836-26-000421 base2026-08-14acceptance time not in the bulk data set

Filings

Every filing of this filer: 13F reports and notices, the 13D and 13G it filed or is a reporting person of, and Forms 3, 4 and 5 it reported as an owner.

FilingSubjectFiledAcceptedIngested
13F-HR 0000935836-26-000421 Quarter ended 2026-06-302026-08-14acceptance time not in the bulk data set
13F-HR 0000935836-26-000267 Quarter ended 2026-03-312026-05-15acceptance time not in the bulk data set
13F-HR 0000935836-26-000110 Quarter ended 2025-12-312026-02-17acceptance time not in the bulk data set
13F-HR 0000935836-25-000701 Quarter ended 2025-09-302025-11-14acceptance time not in the bulk data set
13F-HR 0000935836-25-000531 Quarter ended 2025-06-302025-08-14acceptance time not in the bulk data set
13F-HR 0000935836-25-000376 Quarter ended 2025-03-312025-05-15acceptance time not in the bulk data set
13F-HR 0000935836-25-000177 Quarter ended 2024-12-312025-02-14acceptance time not in the bulk data set
13F-HR 0000935836-24-000707 Quarter ended 2024-09-302024-11-14acceptance time not in the bulk data set
13F-HR 0000935836-24-000525 Quarter ended 2024-06-302024-08-14acceptance time not in the bulk data set
13F-HR 0000935836-24-000400 Quarter ended 2024-03-312024-05-15acceptance time not in the bulk data set
13F-HR 0000935836-24-000195 Quarter ended 2023-12-312024-02-14acceptance time not in the bulk data set
13F-HR 0000935836-23-000704 Quarter ended 2023-09-302023-11-14acceptance time not in the bulk data set
13F-HR 0000935836-23-000581 Quarter ended 2023-06-302023-08-14acceptance time not in the bulk data set
13F-HR 0000935836-23-000415 Quarter ended 2023-03-312023-05-15acceptance time not in the bulk data set
13F-HR 0000935836-23-000254 Quarter ended 2022-12-312023-02-14acceptance time not in the bulk data set
13F-HR 0001567619-22-020001 Quarter ended 2022-09-302022-11-14acceptance time not in the bulk data set
13F-HR 0001567619-22-016261 Quarter ended 2022-06-302022-08-15acceptance time not in the bulk data set
13F-HR 0001567619-22-011024 Quarter ended 2022-03-312022-05-16acceptance time not in the bulk data set
13F-HR 0001567619-22-004314 Quarter ended 2021-12-312022-02-14acceptance time not in the bulk data set
13F-HR 0001567619-21-020498 Quarter ended 2021-09-302021-11-15acceptance time not in the bulk data set
13F-HR 0001567619-21-015911 Quarter ended 2021-06-302021-08-16acceptance time not in the bulk data set
13F-HR 0001567619-21-010352 Quarter ended 2021-03-312021-05-17acceptance time not in the bulk data set
13F-HR 0001567619-21-003846 Quarter ended 2020-12-312021-02-16acceptance time not in the bulk data set
13F-HR 0001567619-20-019710 Quarter ended 2020-09-302020-11-16acceptance time not in the bulk data set
13F-HR 0001567619-20-015322 Quarter ended 2020-06-302020-08-14acceptance time not in the bulk data set
13F-HR 0001567619-20-010391 Quarter ended 2020-03-312020-05-15acceptance time not in the bulk data set
13F-HR 0001567619-20-003750 Quarter ended 2019-12-312020-02-14acceptance time not in the bulk data set
13F-HR 0001567619-19-021438 Quarter ended 2019-09-302019-11-14acceptance time not in the bulk data set
13F-HR 0001567619-19-016771 Quarter ended 2019-06-302019-08-14acceptance time not in the bulk data set
13F-HR 0001567619-19-011042 Quarter ended 2019-03-312019-05-15acceptance time not in the bulk data set
13F-HR 0001567619-19-004009 Quarter ended 2018-12-312019-02-14acceptance time not in the bulk data set
13F-HR 0001567619-18-006095 Quarter ended 2018-09-302018-11-14acceptance time not in the bulk data set
13F-HR 0001567619-18-000853 Quarter ended 2018-06-302018-08-14acceptance time not in the bulk data set
13F-HR 0001140361-18-023663 Quarter ended 2018-03-312018-05-15acceptance time not in the bulk data set
13F-HR 0001140361-18-007798 Quarter ended 2017-12-312018-02-14acceptance time not in the bulk data set
13F-HR 0001140361-17-042474 Quarter ended 2017-09-302017-11-14acceptance time not in the bulk data set
13F-HR 0001140361-17-031649 Quarter ended 2017-06-302017-08-14acceptance time not in the bulk data set
13F-HR 0001140361-17-020438 Quarter ended 2017-03-312017-05-15acceptance time not in the bulk data set
13F-HR 0001140361-17-006834 Quarter ended 2016-12-312017-02-14acceptance time not in the bulk data set
13F-HR 0001140361-16-086193 Quarter ended 2016-09-302016-11-14acceptance time not in the bulk data set
13F-HR 0001140361-16-075968 Quarter ended 2016-06-302016-08-12acceptance time not in the bulk data set
13F-HR 0001140361-16-065419 Quarter ended 2016-03-312016-05-16acceptance time not in the bulk data set
13F-HR 0001140361-16-052810 Quarter ended 2015-12-312016-02-16acceptance time not in the bulk data set
13F-HR 0001140361-15-041496 Quarter ended 2015-09-302015-11-16acceptance time not in the bulk data set
13F-HR 0001140361-15-032024 Quarter ended 2015-06-302015-08-14acceptance time not in the bulk data set
13F-HR 0001140361-15-020010 Quarter ended 2015-03-312015-05-15acceptance time not in the bulk data set
13F-HR 0001140361-15-006958 Quarter ended 2014-12-312015-02-17acceptance time not in the bulk data set
13F-HR 0001140361-14-041989 Quarter ended 2014-09-302014-11-14acceptance time not in the bulk data set
13F-HR 0001140361-14-032555 Quarter ended 2014-06-302014-08-14acceptance time not in the bulk data set
13F-HR 0001140361-14-021317 Quarter ended 2014-03-312014-05-15acceptance time not in the bulk data set
13F-HR 0001140361-14-007459 Quarter ended 2013-12-312014-02-14acceptance time not in the bulk data set
13F-HR 0001140361-13-042437 Quarter ended 2013-09-302013-11-14acceptance time not in the bulk data set
13F-HR 0001140361-13-032427 Quarter ended 2013-06-302013-08-14acceptance time not in the bulk data set