Route One Investment Company, L.P. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$2.9T
Holdings
17
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (17 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS INC | 5,174,290 | $539.0B | 18.67% | |
| 2 | GWREGUIDEWIRE INC | 2,865,580 | $395.1B | 13.69% | |
| 3 | AMZNAMAZON COM INC | 1,674,000 | $323.5B | 11.21% | |
| 4 | UNHUNITEDHEALTH GRP INC | 435,600 | $221.8B | 7.68% | |
| 5 | GOOGALPHABET UBC | 1,160,880 | $212.9B | 7.38% | |
| 6 | NYTNEW YORK TIMES CO | 3,794,259 | $194.3B | 6.73% | |
| 7 | SCHWSCHWAB CHARLES CORP | 2,236,143 | $164.8B | 5.71% | |
| 8 | CRMSALESFORCE INC | 610,950 | $157.1B | 5.44% | |
| 9 | NDQINVESCO QQQ TR | 310,000 | $148.5B | 5.14% | Put |
| 10 | TMOTHERMO FISHER SCIENTIFIC INC | 210,880 | $116.6B | 4.04% | |
| 11 | SPYSPDR S&P 500 ETF Trust | 200,000 | $108.8B | 3.77% | Put |
| 12 | AGROADECOAGRO SA | 10,076,474 | $98.0B | 3.40% | |
| 13 | HLFHERBALIFE LTD | 8,631,411 | $89.7B | 3.11% | |
| 14 | GOOGLALPHABET UBC | 410,960 | $74.9B | 2.59% | |
| 15 | BABOEING CO | 159,350 | $29.0B | 1.00% | |
| 16 | PCORPROCORE TECHNOLOGIES INC | 182,500 | $12.1B | 0.42% | |
| 17 | TBBBBBB FOODS INC | 25,000 | $596.5M | 0.02% |