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Route One Investment Company, L.P. - Portfolio Stock Holdings

Route One Investment Company, L.P. disclosed 20 stock positions in a recent SEC 13F filing. $2,415,684,554 of stock holdings were filed, with the largest holdings including POST, AMZN, and GWRE. This filing represented positions held on June 30, 2026, and was filed yesterday.

We estimate the fund has a total AUM of $4,681,719,383 and has 20 employees, per a recent ADV filing. Most of the fund’s AUM appears to come from pooled investment vehicles.

Report Period:

June 30, 2026

No. of Stocks:

20

Est. Stock Holding Value:

$2,415,684,554

Top Stock Holdings By Sector

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Portfolio Stock Holdings - Route One Investment Company, L.P.

Stock
Holdings (Shares)
Holdings (USD)
% of Portfolio
Change (Shares)
Change (USD)
% Change

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Portfolio Options Holdings - Route One Investment Company, L.P.

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Type
Holdings (Contracts)
Holdings (USD)
Change (Contracts)
Change (Value)

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Note: Options holding values may be affected by fund filing errors.