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CIK: 0001512171
Total reported value
$2.5B
$2.5B
17 檔
60.0%
The Q3 2025 SEC filing reveals that Route One Investment Company, L.P. held a total portfolio value of $2.5B, covering 17 public equity positions.
In Q3 2025, Route One Investment Company, L.P. displayed an active expansion posture, initiating 4 new positions and adding to 4 existing holdings, outstripping position reductions.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | GWRE | Guidewire Software Inc | Stock-Tech | 15.47% | -2.63% | — | |
| 2 | POST | Post Holdings Inc | Stock-Consumer Staples | 13.66% | -1.96% | +0.56% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 10.37% | +0.73% | — | |
| 4 | SCHW | Schwab (charles) CORP | Stock-Financials | 7.93% | +1.38% | -10.78% | |
| 5 | NYT | New York Times Co-a | Stock-Comm Services | 7.86% | -1.85% | — | |
| 6 | GOOGL | Alphabet Inc-cl A | Stock-Comm Services | 7.38% | — | +405.03% | |
| 7 | GOOG | Alphabet Inc-cl C | Stock-Comm Services | 6.72% | -0.12% | — | |
| 8 | UNH | Unitedhealth Group Inc | Stock-Healthcare | 6.48% | +2.00% | +7.87% | |
| 9 | TMO | Thermo Fisher Scientific Inc | Stock-Healthcare | 5.27% | +0.23% | — | |
| 10 | KRC | Kilroy Realty CORP | Stock-Real Estate | 4.10% | +1.53% | +161.73% | |
| 11 | BRBR | Bellring Brands Inc | Stock-Consumer Staples | 3.10% | — | — | |
| 12 | CRM | Salesforce Inc | Stock-Tech | 2.97% | — | — | |
| 13 | PCOR | Procore Technologies Inc | Stock-Tech | 2.48% | -0.73% | — | |
| 14 | HLF | Herbalife Ltd. | Stock-Other | 2.35% | -0.75% | +22.24% | |
| 15 | HLF 4.25 06-15-28Bond | Herbalife LTD | Bond | 2.08% | — | — | |
| 16 | VEEV | Veeva Systems Inc-class A | Stock-Healthcare | 1.71% | +0.15% | — | |
| 17 | TBBB | BBB Foods Inc. | Stock-Other | 0.08% | +1.42% | — |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | GOOGL | Alphabet Inc-cl A | +5.1% | +405.03% | Add |
| 2 | GOOG | Alphabet Inc-cl C | +1.9% | — | Unchanged |
| 3 | HLF | Herbalife Ltd. | +0.7% | +22.24% | Add |
| 4 | TMO | Thermo Fisher Scientific Inc | +0.5% | — | Add |
| 5 | AMZN | Amazon.com Inc | +0.2% | — | Unchanged |
| 6 | NYT | New York Times Co-a | +0.2% | — | Unchanged |
| 7 | PCOR | Procore Technologies Inc | -0.1% | — | Unchanged |
| 8 | HLF 4.25 06-15-28Bond | Herbalife LTD | -0.1% | — | Unchanged |
| 9 | GWRE | Guidewire Software Inc | -0.6% | — | Trim |
| 10 | CRM | Salesforce Inc | -0.8% | — | Unchanged |
| 11 | UNH | Unitedhealth Group Inc | -3% | +7.87% | Add |
| 12 | SCHW | Schwab (charles) CORP | -3.1% | -10.78% | Trim |
| 13 | POST | Post Holdings Inc | -6% | +0.56% | Trim |
| 14 | KRC | Kilroy Realty CORP | — | NEW | New buy |
| 15 | ✓ | Adeco Agro | — | EXIT | Sold out |
| 16 | BRBR | Bellring Brands Inc | — | NEW | New buy |
| 17 | VEEV | Veeva Systems Inc-class A | — | NEW | New buy |
| 18 | TBBB | BBB Foods Inc. | — | 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 17 disclosed positions in Q3 2025.
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In terms of portfolio concentration, the top 5 core holdings (including GWRE, POST, AMZN) accounted for 60.0% of total reported equity market value during Q3 2025.
Top New Position Initiated
KRC
市值: $110.7M
Top Position Liquidated / Trimmed
Adeco Agro
前期市值: $95.1M
During Q3 2025, Route One Investment Company, L.P.'s top holdings by market value included GWRE (15.5%)、POST (13.7%)、AMZN (10.4%). The largest single position, GWRE, represented 15.5% of total portfolio value.
In Q3 2025, Route One Investment Company, L.P. made 12 total portfolio adjustments, initiating 4 new buys, adding to 4 positions, trimming 3 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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