Skip to content
Disclosery

Route One Investment Company, L.P.

Follow

13F filer, CIK 1512171, San Francisco, CA

Route One Investment Company, L.P. reported $2,398,615,660 across 14 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 91.39% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000935836-25-000376

Period
2025-03-31
Reported value
$2.4B
Holdings
14
Top 10 weight
91.39%
New
0
Sold out
0

Largest buys vs the previous quarter

SecurityShares changeApprox. value
PCORadded+361,155$23.8M
SCHWadded+100,000$7.83M
HLFadded+614,504$5.3M

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
CRMreduced-198,450-$53.3M
GWREreduced-200,000-$37.5M
AMZNreduced-158,250-$30.1M
GOOGreduced-105,000-$16.4M
POSTreduced-126,100-$14.7M

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, Q1 2025

Share positions as resolved from 13F-HR 0000935836-25-000376, largest first. % of portfolio is the value over $2,398,615,660, 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; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 4,372,639 shares; 2024Q4: 4,174,539 shares; 2025Q1: 4,048,439 shares 4,048,439$471M19.64%-126,100Timeline
GWREGUIDEWIRE SOFTWARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,865,580 shares; 2024Q4: 2,251,430 shares; 2025Q1: 2,051,430 shares 2,051,430$384M16.02%-200,000Timeline
SCHWCHARLES SCHWAB CORP (THE)Quarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,712,843 shares; 2024Q4: 3,273,943 shares; 2025Q1: 3,373,943 shares 3,373,943$264M11.01%+100,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,540,400 shares; 2024Q4: 1,434,800 shares; 2025Q1: 1,276,550 shares 1,276,550$243M10.13%-158,250Timeline
UNHUNITEDHEALTH GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 435,600 shares; 2024Q4: 435,600 shares; 2025Q1: 435,600 shares 435,600$228M9.51%0Timeline
NYTNEW YORK TIMES CO MTN BEQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 3,794,259 shares; 2024Q4: 3,794,259 shares; 2025Q1: 3,699,259 shares 3,699,259$183M7.65%-95,000Timeline
GOOGALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,025,380 shares; 2024Q4: 850,380 shares; 2025Q1: 745,380 shares 745,380$116M4.85%-105,000Timeline
TMOTHERMO FISHER SCIENTIFIC INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 210,880 shares; 2024Q4: 232,430 shares; 2025Q1: 232,430 shares 232,430$116M4.82%0Timeline
AGROADECOAGRO S AQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 9,046,074 shares; 2024Q4: 8,900,438 shares; 2025Q1: 8,511,838 shares 8,511,838$95.1M3.96%-388,600Timeline
CRMSALESFORCE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 537,100 shares; 2024Q4: 537,100 shares; 2025Q1: 338,650 shares 338,650$90.9M3.79%-198,450Timeline
PCORPROCORE TECHNOLOGIES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 557,050 shares; 2024Q4: 557,050 shares; 2025Q1: 918,205 shares 918,205$60.6M2.53%+361,155Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 410,960 shares; 2024Q4: 346,960 shares; 2025Q1: 346,960 shares 346,960$53.7M2.24%0Timeline
HLFHERBALIFE LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2023Q2: restricted; 2023Q3: restricted; 2023Q4: restricted; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 8,631,411 shares; 2024Q4: 4,120,884 shares; 2025Q1: 4,735,388 shares 4,735,388$40.9M1.7%+614,504Timeline

Principal amounts

Notes and convertibles filed as a face amount (PRN). A face amount is never added to a share count (H6).

SecurityTypeAmountValueChange
HERBALIFE LTDHERBALIFE LTD NOTE 4.250% 6/1principal59,525,000$51.4M0

How Q1 2025 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 0000935836-25-000376 base2025-05-15acceptance time not in the bulk data set