Route One Investment Company, L.P. Q3 2024 Filing
Filed November 14, 2024
Portfolio Value
$2852.6T
Holdings
16
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (16 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | GWREGUIDEWIRE INC | 2,865,580 | $524.2T | 18.38% | |
| 2 | POSTPOST HOLDINGS INC | 4,372,639 | $506.1T | 17.74% | |
| 3 | AMZNAMAZON COM INC | 1,540,400 | $287.0T | 10.06% | |
| 4 | UNHUNITEDHEALTH GRP INC | 435,600 | $254.7T | 8.93% | |
| 5 | SCHWSCHWAB CHARLES CORP | 3,712,843 | $240.6T | 8.44% | |
| 6 | NYTNEW YORK TIMES CO | 3,794,259 | $211.2T | 7.40% | |
| 7 | GOOGALPHABET UBC | 1,025,380 | $171.4T | 6.01% | |
| 8 | CRMSALESFORCE INC | 537,100 | $147.0T | 5.15% | |
| 9 | TMOTHERMO FISHER SCIENTIFIC INC | 210,880 | $130.4T | 4.57% | |
| 10 | AGROADECOAGRO SA | 9,046,074 | $100.1T | 3.51% | |
| 11 | NDQINVESCO QQQ TR | 150,000 | $73.2T | 2.57% | Put |
| 12 | GOOGLALPHABET UBC | 410,960 | $68.2T | 2.39% | |
| 13 | HLFHERBALIFE LTD | 8,631,411 | $62.1T | 2.18% | |
| 14 | LWLAMB WESTON HLDGS INC | 571,050 | $37.0T | 1.30% | |
| 15 | PCORPROCORE TECHNOLOGIES INC | 557,050 | $34.4T | 1.21% | |
| 16 | MTNVAIL RESORTS INC | 27,750 | $4.8T | 0.17% |