Route One Investment Company, L.P. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$3.9T
Holdings
16
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS ORD (NYS) | 7,000,573 | $771.2B | 19.85% | |
| 2 | SCHWCHARLES SCHWAB ORD (NYS) | 6,392,793 | $465.7B | 11.98% | |
| 3 | HLFHERBALIFE NUTRITION ORD (NYS) | 8,791,232 | $372.6B | 9.59% | |
| 4 | UNHUNITEDHEALTH GRP ORD (NYS) | 833,850 | $325.8B | 8.38% | |
| 5 | CRMSALESFORCE.COM ORD (NYS) | 1,171,750 | $317.8B | 8.18% | |
| 6 | GOOGLALPHABET CL A ORD (NMS) | 110,155 | $294.5B | 7.58% | |
| 7 | METAFACEBOOK CL A ORD (NMS) | 778,800 | $264.3B | 6.80% | |
| 8 | GWREGUIDEWIRE SOFTWARE ORD (NYS) | 1,736,098 | $206.4B | 5.31% | |
| 9 | SHOPSHOPIFY CL A SUB VTG ORD (NYS) | 129,450 | $175.5B | 4.52% | |
| 10 | BRBR1GBPBELLRING BRANDS CL A ORD (NYS) | 5,165,991 | $158.9B | 4.09% | |
| 11 | NYTNEW YORK TIMES CL A ORD (NYS) | 2,993,009 | $147.5B | 3.80% | |
| 12 | AGROADECOAGRO ORD (NYS) | 14,444,844 | $130.4B | 3.36% | |
| 13 | OSH3EUROAK STREET HEALTH ORD (NYS) | 2,222,250 | $94.5B | 2.43% | |
| 14 | LBTYBLIBERTY GLOBAL CL A ORD (NMS) | 2,142,418 | $63.8B | 1.64% | |
| 15 | GOOGALPHABET CL C ORD (NMS) | 21,869 | $58.3B | 1.50% | |
| 16 | BABAALIBABA GROUP HOLDING ADR REP 8 ORD (NYS) | 261,050 | $38.6B | 0.99% |