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CIK: 0001512171
Total reported value
$2.5B
$2.5B
17 檔
68.0%
According to the latest 13F quarterly dataset, Route One Investment Company, L.P. managed an equity portfolio of $2.5B at the end of Q2 2024, spanning 17 distinct U.S. exchange-listed positions.
During Q2 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 | 18.67% | -1.96% | — | |
| 2 | GWRE | Guidewire Software Inc | Stock-Tech | 13.69% | -2.63% | — | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 11.21% | +0.73% | — | |
| 4 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 7.68% | +2.00% | +13.66% | |
| 5 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 7.38% | -0.12% | — | |
| 6 | NYT | New York Times Co-a | Stock-Comm Services | 6.73% | -1.85% | — | |
| 7 | SCHW | Schwab (charles) CORP | Stock-Financials | 5.71% | +1.38% | -10.72% | |
| 8 | CRM | Salesforce Inc | Stock-Tech | 5.44% | — | — | |
| 9 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 5.14% | — | +24.00% | |
| 10 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.04% | +0.23% | — | |
| 11 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 3.77% | +0.23% | — | |
| 12 | ✓ | Adeco Agro | Stock-Other | 3.40% | — | -13.23% | |
| 13 | HLF | Herbalife Ltd. | Stock-Other | 3.11% | -0.75% | — | |
| 14 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.59% | — | — | |
| 15 | BA | Boeing Co/the | Stock-Industrials | 1.00% | — | +192.39% | |
| 16 | PCOR | Procore Technologies Inc | Stock-Tech | 0.42% | -0.73% | — | |
| 17 | TBBB | BBB Foods Inc. | Stock-Other | 0.02% | +1.42% | — |
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 17 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including POST, GWRE, AMZN) accounted for 68.0% of total reported equity market value during Q2 2024.
During Q2 2024, Route One Investment Company, L.P.'s top holdings by market value included POST (18.7%)、GWRE (13.7%)、AMZN (11.2%). The largest single position, POST, represented 18.7% of total portfolio value.
In Q2 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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