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CIK: 0001512171
Total reported value
$2.5B
$2.5B
15 檔
60.9%
As reported in its official Q2 2025 Form 13F filing, Route One Investment Company, L.P.'s tracked investment portfolio stood at $2.5B with 15 total positions.
Route One Investment Company, L.P. executed strategic sector rebalancing during Q2 2025, establishing 2 new positions while fully exiting 1 holdings and trimming 4 positions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software Inc | Stock-Tech | 18.73% | -2.63% | -11.38% | |
| 2 | POST | Post Holdings Inc | Stock-Consumer Staples | 16.29% | -1.96% | -15.67% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 12.26% | +0.73% | — | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 10.04% | +1.38% | -25.45% | |
| 5 | NYT | New York Times Co-a | Stock-Comm Services | 9.06% | -1.85% | — | |
| 6 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.42% | +2.00% | +7.97% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 5.79% | -0.12% | — | |
| 8 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 5.21% | +0.23% | +26.22% | |
| 9 | CRM | Salesforce Inc | Stock-Tech | 4.04% | — | — | |
| 10 | PCOR | Procore Technologies Inc | Stock-Tech | 2.75% | -0.73% | — | |
| 11 | HLF 4.25 06-15-28Bond | Herbalife LTD | Bond | 2.38% | — | — | |
| 12 | HLF | Herbalife Ltd. | Stock-Other | 2.32% | -0.75% | +30.07% | |
| 13 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.95% | +0.15% | — | |
| 14 | KRC | Kilroy Realty CORP | Stock-Real Estate | 1.50% | +1.53% | — | |
| 15 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 1.25% | — | -53.20% |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software Inc | +2.7% | -11.38% | Trim |
| 2 | AMZN | Amazon.com Inc | +2.1% | — | Unchanged |
| 3 | VEEV | Veeva Systems Inc-class A | +2% | NEW | New buy |
| 4 | KRC | Kilroy Realty CORP | +1.5% | NEW | New buy |
| 5 | NYT | New York Times Co-a | +1.4% | — | Unchanged |
| 6 | GOOG | Alphabet Inc-cl C | +0.9% | — | Unchanged |
| 7 | HLF | Herbalife Ltd. | +0.6% | +30.07% | Add |
| 8 | TMO | Thermo Fisher Scientific Inc | +0.4% | +26.22% | Add |
| 9 | CRM | Salesforce Inc | +0.3% | — | Unchanged |
| 10 | HLF 4.25 06-15-28Bond | Herbalife LTD | +0.2% | — | Unchanged |
| 11 | PCOR | Procore Technologies Inc | +0.2% | — | Unchanged |
| 12 | SCHW | Schwab (charles) CORP | -1% | -25.45% | Trim |
| 13 | GOOGL | Alphabet Inc-cl A | -1% | -53.20% | Trim |
| 14 | UNH | Unitedhealth Group Inc | -3.1% | +7.97% | Add |
| 15 | POST | Post Holdings Inc | -3.4% | -15.67% | Trim |
| 16 | ✓ | Adeco Agro | -4% | EXIT | Sold out |
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 15 disclosed positions in Q2 2025.
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Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
In terms of portfolio concentration, the top 5 core holdings (including GWRE, POST, AMZN) accounted for 60.9% of total reported equity market value during Q2 2025.
Top New Position Initiated
VEEV
市值: $44.7M
Top Position Liquidated / Trimmed
Adeco Agro
前期市值: $95.1M
During Q2 2025, Route One Investment Company, L.P.'s top holdings by market value included GWRE (18.7%)、POST (16.3%)、AMZN (12.3%). The largest single position, GWRE, represented 18.7% of total portfolio value.
In Q2 2025, Route One Investment Company, L.P. made 10 total portfolio adjustments, initiating 2 new buys, adding to 3 positions, trimming 4 holdings, and fully liquidating 1 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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