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CIK: 0001512171
Total reported value
$2.5B
$2.5B
14 檔
63.9%
During the Q1 2025 filing period, Route One Investment Company, L.P. (CIK: 0001512171) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $2.5B across 14 reported positions.
In Q1 2025, Route One Investment Company, L.P. adopted a defensive or profit-taking posture, trimming 6 positions and completely liquidating 8 holdings to manage risk exposure.
In terms of portfolio concentration, the top 5 core holdings (including POST, GWRE, SCHW) accounted for 63.9% of total reported equity market value during Q1 2025.
Top New Position Initiated
AMZN
市值: $242.9M
Top Position Liquidated / Trimmed
META
前期市值: $270.8M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | POST | Post Holdings Inc | Stock-Consumer Staples | 19.64% | -1.96% | -3.02% | |
| 2 | GWRE | Guidewire Software Inc | Stock-Tech | 16.02% | -2.63% | -8.88% | |
| 3 | SCHW | Schwab (charles) CORP | Stock-Financials | 11.01% | +1.38% | +3.05% | |
| 4 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.13% | +0.73% | -11.03% | |
| 5 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 9.51% | +2.00% | — | |
| 6 | NYT | New York Times Co-a | Stock-Comm Services | 7.65% | -1.85% | -2.50% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 4.85% | -0.12% | -12.35% | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 4.82% | +0.23% | — | |
| 9 | ✓ | Adeco Agro | Stock-Other | 3.96% | — | -4.37% | |
| 10 | CRM | Salesforce Inc | Stock-Tech | 3.79% | — | -36.95% | |
| 11 | PCOR | Procore Technologies Inc | Stock-Tech | 2.53% | -0.73% | +64.83% | |
| 12 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 2.24% | — | — | |
| 13 | HLF 4.25 06-15-28Bond | Herbalife LTD | Bond | 2.14% | — | — | |
| 14 | HLF | Herbalife Ltd. | Stock-Other | 1.70% | -0.75% | +14.91% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software Inc | +11.5% | -8.88% | Add |
| 2 | NYT | New York Times Co-a | +4.5% | -2.50% | Add |
| 3 | GOOG | Alphabet Inc-cl C | +3.5% | -12.35% | Add |
| 4 | UNH | Unitedhealth Group Inc | +1.5% | — | Trim |
| 5 | POST | Post Holdings Inc | +1.4% | -3.02% | Trim |
| 6 | ✓ | Adeco Agro | +0.5% | -4.37% | Trim |
| 7 | SCHW | Schwab (charles) CORP | -0.7% | +3.05% | Trim |
| 8 | CRM | Salesforce Inc | -3.1% | -36.95% | Trim |
| 9 | GOOGL | Alphabet Inc-cl A | -4.2% | — | Add |
| 10 | HLF | Herbalife Ltd. | -8.4% | +14.91% | Trim |
| 11 | META | Meta Platforms Inc-class A | — | EXIT | Sold out |
| 12 | AMZN | Amazon.com Inc | — | NEW | New buy |
| 13 | SHOP | Shopify Inc - Class A | — | EXIT | Sold out |
| 14 | LBTYA | Liberty Global Ltd. | — | EXIT | Sold out |
| 15 | BRBR1USD | Bellring Intermediate Holdin | — | EXIT | Sold out |
| 16 | TMO | Thermo Fisher Scientific Inc | — | NEW | New buy |
| 17 | LBTYA | Liberty Global Ltd. | — | EXIT | Sold out |
| 18 | OSH3USD | Oak Street Health Inc | — | EXIT | Sold out |
| 19 | IWM | Ishares Russell 2000 ETF | — | EXIT | Sold out |
| 20 | PCOR | Procore Technologies Inc | — | NEW | New buy |
| 21 | BABA | Alibaba Group Holding-sp Adr | — | EXIT | Sold out |
| 22 | HLF 4.25 06-15-28Bond | Herbalife LTD | — | NEW | New buy |
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 14 disclosed positions in Q1 2025.
During Q1 2025, Route One Investment Company, L.P.'s top holdings by market value included POST (19.6%)、GWRE (16.0%)、SCHW (11.0%). The largest single position, POST, represented 19.6% of total portfolio value.
In Q1 2025, Route One Investment Company, L.P. made 22 total portfolio adjustments, initiating 4 new buys, adding to 4 positions, trimming 6 holdings, and fully liquidating 8 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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