Route One Investment Company, L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$3.2T
Holdings
15
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS ORD (NYS) | 7,000,573 | $484.9B | 15.11% | |
| 2 | BRBRBELLRING BRANDS CL A ORD (NYS) | 13,656,803 | $315.2B | 9.82% | |
| 3 | SCHWCHARLES SCHWAB ORD (NYS) | 3,639,043 | $306.8B | 9.56% | |
| 4 | HLFHERBALIFE NUTRITION ORD (NYS) | 10,043,232 | $304.9B | 9.50% | |
| 5 | UNHUNITEDHEALTH GRP ORD (NYS) | 515,500 | $262.9B | 8.19% | |
| 6 | GOOGLALPHABET CL A ORD (NMS) | 94,200 | $262.0B | 8.17% | |
| 7 | GWREGUIDEWIRE SOFTWARE ORD (NYS) | 2,245,730 | $212.5B | 6.62% | |
| 8 | CRMSALESFORCE.COM ORD (NYS) | 817,500 | $173.6B | 5.41% | |
| 9 | AGROADECOAGRO ORD (NYS) | 14,340,344 | $173.2B | 5.40% | |
| 10 | SHOPSHOPIFY CL A SUB VTG ORD (NYS) | 254,675 | $172.2B | 5.37% | |
| 11 | METAMETA PLATFORMS CL A ORD (NMS) | 750,400 | $166.9B | 5.20% | |
| 12 | OSH3EUROAK STREET HEALTH ORD (NYS) | 5,725,037 | $153.9B | 4.80% | |
| 13 | NYTNEW YORK TIMES CL A ORD (NYS) | 3,348,259 | $153.5B | 4.78% | |
| 14 | GOOGALPHABET CL C ORD (NMS) | 21,869 | $61.1B | 1.90% | |
| 15 | —VMG CONSUMER ACQUISITION UNT (NMS) | 500,000 | $5.0B | 0.16% |