# Route One Investment Company, L.P.: Form 13F holdings

An institutional investment manager in San Francisco, CA. SEC CIK 1512171.

- Quarter ended: 2026-06-30
- Filed: 2026-08-14
- Reported value: $2.49bn
- Positions: 20 (20 lines in the filing's table; lines for the same security and option type are added together here)
- Compared with: the 13F for the quarter ended 2026-03-31
- Filing: https://www.sec.gov/Archives/edgar/data/1512171/000093583626000421/

## Holdings

As filed, largest first. Reported value is what the manager stated at the quarter end (Jun 30, 2026), in US dollars; it is filing data, not a price. Weight is the share of the total reported value.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [POST HLDGS INC (POST)](/companies/post.md) | COM | $260.4m | 10.5% | 2,950,568 |  | Unchanged |
| [AMAZON COM INC (AMZN)](/companies/amzn.md) | COM | $246.0m | 9.9% | 1,032,200 |  | Unchanged |
| [GUIDEWIRE SOFTWARE INC (GWRE)](/companies/gwre.md) | COM | $227.6m | 9.1% | 1,849,364 |  | Unchanged |
| [ALPHABET INC (GOOGL)](/companies/googl.md) | CAP STK CL C | $206.4m | 8.3% | 584,050 |  | Reduced −105,030 |
| [UNITEDHEALTH GROUP INC (UNH)](/companies/unh.md) | COM | $202.7m | 8.1% | 487,725 |  | Reduced −45,150 |
| [SCHWAB CHARLES CORP (SCHW)](/companies/schw.md) | COM | $202.1m | 8.1% | 2,189,893 |  | Added +507,650 |
| [NEW YORK TIMES CO (NYT)](/companies/nyt.md) | CL A | $172.1m | 6.9% | 2,458,659 |  | Unchanged |
| [KILROY RLTY CORP (KRC)](/companies/krc.md) | COM | $159.2m | 6.4% | 4,248,213 |  | Added +198,650 |
| [THERMO FISHER SCIENTIFIC INC (TMO)](/companies/tmo.md) | COM | $140.6m | 5.6% | 280,400 |  | Added +21,700 |
| [MERCADOLIBRE INC (MELI)](/companies/meli.md) | COM | $111.3m | 4.5% | 65,560 |  | Added +20,775 |
| HERBALIFE LTD | COM SHS | $109.8m | 4.4% | 8,348,800 |  | Added +121,500 |
| BBB FOODS INC | CL A COM | $92.7m | 3.7% | 2,224,201 |  | Added +694,905 |
| [VISTA ENERGY S.A.B. DE C.V. (VIST)](/companies/vist.md) | SPONSORED ADS | $77.6m | 3.1% | 1,216,700 |  | Unchanged |
| [SPDR S&P 500 ETF TR (SPY)](/companies/spy.md) | TR UNIT | $74.7m | 3.0% | 100,000 | Put | Unchanged |
| [VEEVA SYS INC (VEEV)](/companies/veev.md) | CL A COM | $37.5m | 1.5% | 211,350 |  | Added +29,150 |
| [PROCORE TECHNOLOGIES INC (PCOR)](/companies/pcor.md) | COM | $37.3m | 1.5% | 918,205 |  | Unchanged |
| [VISA INC (V)](/companies/v.md) | COM CL A | $36.6m | 1.5% | 106,700 |  | New +106,700 |
| [MASTERCARD INCORPORATED (MA)](/companies/ma.md) | CL A | $36.2m | 1.5% | 70,500 |  | New +70,500 |
| [BANCO MACRO SA (BMA)](/companies/bma.md) | SPON ADR B | $30.8m | 1.2% | 332,111 |  | Unchanged |
| [GRUPO FINANCIERO GALICIA S.A (GGAL)](/companies/ggal.md) | SPONSORED ADR | $29.0m | 1.2% | 579,350 |  | Unchanged |

## Sold out

Held at the end of the quarter before and not reported this quarter.

| Issuer | Class | Reported value | Weight | Shares | Put or call | Change on the quarter before |
| --- | --- | ---: | ---: | ---: | --- | --- |
| [ESSEX PPTY TR INC (ESS)](/companies/ess.md) | COM | $0 | 0.0% | 0 |  | Sold out −297,912 |

Source: SEC EDGAR, Form 13F-HR, accession 0000935836-26-000421. Last ingested by Listed: Oct 22, 2026, 05:26 ET. No prices; not investment advice.