Route One Investment Company as of June 30, 2025
Portfolio Holdings for Route One Investment Company
Route One Investment Company holds 15 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Guidewire Software (GWRE) | 18.7 | $428M | 1.8M | 235.45 | |
| Post Holdings Inc Common (POST) | 16.3 | $372M | 3.4M | 109.03 | |
| Amazon (AMZN) | 12.3 | $280M | 1.3M | 219.39 | |
| Charles Schwab Corporation (SCHW) | 10.0 | $230M | 2.5M | 91.24 | |
| New York Times Cl A (NYT) | 9.1 | $207M | 3.7M | 55.98 | |
| UnitedHealth (UNH) | 6.4 | $147M | 470k | 311.97 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.8 | $132M | 745k | 177.39 | |
| Thermo Fisher Scientific (TMO) | 5.2 | $119M | 293k | 405.46 | |
| salesforce (CRM) | 4.0 | $92M | 339k | 272.69 | |
| Procore Technologies (PCOR) | 2.7 | $63M | 918k | 68.42 | |
| Herbalife Note 4.25% 6/1 (Principal) | 2.4 | $54M | 60M | 0.91 | |
| Herbalife Com Shs (HLF) | 2.3 | $53M | 6.2M | 8.62 | |
| Veeva Sys Cl A Com (VEEV) | 2.0 | $45M | 155k | 287.98 | |
| Kilroy Realty Corporation (KRC) | 1.5 | $34M | 1.0M | 34.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 1.3 | $29M | 162k | 176.23 |
