Route One Investment Company, L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$2.6T
Holdings
15
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (15 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | POSTPOST HOLDINGS ORD (NYS) | 7,000,573 | $573.4B | 21.70% | |
| 2 | BRBRBELLRING BRANDS ORD (NYS) | 13,656,803 | $281.5B | 10.65% | |
| 3 | SCHWCHARLES SCHWAB ORD (NYS) | 3,833,393 | $275.5B | 10.43% | |
| 4 | HLFHERBALIFE NUTR (NYS) | 10,845,794 | $215.7B | 8.16% | |
| 5 | GWREGUIDEWIRE SOFTWARE ORD (NYS) | 2,759,630 | $169.9B | 6.43% | |
| 6 | OSH3EUROAK STREET HEALTH ORD (NYS) | 6,917,287 | $169.6B | 6.42% | |
| 7 | UNHUNITEDHEALTH GRP ORD (NYS) | 334,900 | $169.1B | 6.40% | |
| 8 | AMZNAMAZON COM ORD (NMS) | 1,256,500 | $142.0B | 5.37% | |
| 9 | CRMSALESFORCE ORD (NYS) | 937,800 | $134.9B | 5.11% | |
| 10 | AGROADECOAGRO ORD (NYS) | 14,340,344 | $118.9B | 4.50% | |
| 11 | GOOGALPHABET CL C ORD (NMS) | 1,160,880 | $111.6B | 4.22% | |
| 12 | NYTNEW YORK TIMES CL A ORD (NYS) | 3,794,259 | $109.1B | 4.13% | |
| 13 | METAMETA PLATFORMS CL A ORD (NMS) | 675,600 | $91.7B | 3.47% | |
| 14 | GOOGLALPHABET CL A ORD (NMS) | 776,220 | $74.2B | 2.81% | |
| 15 | —VMG CONSUMER ACQUISITION UNT (NMS) | 500,000 | $5.0B | 0.19% |