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CIK: 0001512171
Total reported value
$2.5B
$2.5B
18 檔
62.6%
At the close of Q1 2024, Route One Investment Company, L.P. disclosed equity holdings valued at approximately $2.5B, spread across 18 reported holdings.
During Q1 2024, Route One Investment Company, L.P.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POST | Post Holdings Inc | Stock-Consumer Staples | 20.05% | -1.96% | — | |
| 2 | GWRE | Guidewire Software Inc | Stock-Tech | 12.19% | -2.63% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.01% | +0.73% | -15.13% | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.91% | +2.00% | +35.23% | |
| 5 | CRM | Salesforce Inc | Stock-Tech | 6.71% | — | -21.34% | |
| 6 | SCHW | Schwab (charles) CORP | Stock-Financials | 6.60% | +1.38% | -10.52% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.44% | -0.12% | — | |
| 8 | NYT | New York Times Co-a | Stock-Comm Services | 5.98% | -1.85% | — | |
| 9 | ✓ | Adeco Agro | Stock-Other | 4.66% | — | — | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.47% | +0.23% | — | |
| 11 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.05% | — | -72.22% | |
| 12 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.81% | +0.23% | -94.86% | |
| 13 | HLF | Herbalife Ltd. | Stock-Other | 3.16% | -0.75% | -16.29% | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.26% | — | -47.04% | |
| 15 | KRC | Kilroy Realty CORP | Stock-Real Estate | 0.75% | +1.53% | +26.23% | |
| 16 | PCOR | Procore Technologies Inc | Stock-Tech | 0.55% | -0.73% | — | |
| 17 | BA | Boeing Co/the | Stock-Industrials | 0.38% | — | — | |
| 18 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 0.02% | — | -99.38% |
According to official SEC Form 13F filings, Route One Investment Company, L.P. reported a total U.S. public equity portfolio value of $2.5B across 18 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including POST, GWRE, AMZN) accounted for 62.6% of total reported equity market value during Q1 2024.
During Q1 2024, Route One Investment Company, L.P.'s top holdings by market value included POST (20.1%)、GWRE (12.2%)、AMZN (11.0%). The largest single position, POST, represented 20.1% of total portfolio value.
In Q1 2024, Route One Investment Company, L.P. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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