Filed: 8/14/2026ACC: 0000935836-26-000421
📋 What this filing means
ROUTE ONE INVESTMENT COMPANY, L.P. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $2.49B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$2.49B
Total AUM (reported)
30.25M
Total Shares
Allocation by class
COM$1.59B63.7%
CL A$208.27M8.4%
CAP STK CL C$206.36M8.3%
CL A COM$130.19M5.2%
COM SHS$109.79M4.4%
SPONSORED ADS$77.63M3.1%
TR UNIT$74.68M3.0%
Portfolio Concentration
Top 3$734.00M29.5%
4–10$1.19B48.0%
11–25$562.13M22.6%
Top 3 weight
29.5%
Top 10 weight
77.4%
Voting Authority Distribution
Total shares with voting rights: 30.25M
Sole
Full voting authority
30.25M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
POST HLDGS INC
SOLEShares2.95M
TypeSH
Market value$260.42M
10.46%
Sole
2.95M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.03M
TypeSH
Market value$246.01M
9.88%
Sole
1.03M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares1.85M
TypeSH
Market value$227.56M
9.14%
Sole
1.85M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares584.05K
TypeSH
Market value$206.36M
8.29%
Sole
584.05K
Shared
0.00
None
0.00
UNITEDHEALTH GROUP INC
SOLEShares487.73K
TypeSH
Market value$202.71M
8.14%
Sole
487.73K
Shared
0.00
None
0.00
SCHWAB CHARLES CORP
SOLEShares2.19M
TypeSH
Market value$202.06M
8.11%
Sole
2.19M
Shared
0.00
None
0.00
NEW YORK TIMES CO
SOLEShares2.46M
TypeSH
Market value$172.06M
6.91%
Sole
2.46M
Shared
0.00
None
0.00
KILROY RLTY CORP
SOLEShares4.25M
TypeSH
Market value$159.18M
6.39%
Sole
4.25M
Shared
0.00
None
0.00
THERMO FISHER SCIENTIFIC INC
SOLEShares280.40K
TypeSH
Market value$140.58M
5.65%
Sole
280.40K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares65.56K
TypeSH
Market value$111.28M
4.47%
Sole
65.56K
Shared
0.00
None
0.00
HERBALIFE LTD
SOLEShares8.35M
TypeSH
Market value$109.79M
4.41%
Sole
8.35M
Shared
0.00
None
0.00
BBB FOODS INC
SOLEShares2.22M
TypeSH
Market value$92.68M
3.72%
Sole
2.22M
Shared
0.00
None
0.00
VISTA ENERGY S.A.B. DE C.V.
SOLEShares1.22M
TypeSH
Market value$77.63M
3.12%
Sole
1.22M
Shared
0.00
None
0.00
SPDR S&P 500 ETF TR
SOLEShares100K
TypeSH
Market value$74.68M
3.00%
Sole
100K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares211.35K
TypeSH
Market value$37.51M
1.51%
Sole
211.35K
Shared
0.00
None
0.00
PROCORE TECHNOLOGIES INC
SOLEShares918.21K
TypeSH
Market value$37.30M
1.50%
Sole
918.21K
Shared
0.00
None
0.00
VISA INC
SOLEShares106.70K
TypeSH
Market value$36.61M
1.47%
Sole
106.70K
Shared
0.00
None
0.00
MASTERCARD INCORPORATED
SOLEShares70.50K
TypeSH
Market value$36.21M
1.45%
Sole
70.50K
Shared
0.00
None
0.00
BANCO MACRO SA
SOLEShares332.11K
TypeSH
Market value$30.75M
1.23%
Sole
332.11K
Shared
0.00
None
0.00
GRUPO FINANCIERO GALICIA S.A
SOLEShares579.35K
TypeSH
Market value$28.98M
1.16%
Sole
579.35K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
POST HLDGS INCSOLE | COM | 2.95M | SH | $260.42M 10.46% | 2.95M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.03M | SH | $246.01M 9.88% | 1.03M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 1.85M | SH | $227.56M 9.14% | 1.85M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 584.05K | SH | $206.36M 8.29% | 584.05K | 0.00 | 0.00 |
UNITEDHEALTH GROUP INCSOLE | COM | 487.73K | SH | $202.71M 8.14% | 487.73K | 0.00 | 0.00 |
SCHWAB CHARLES CORPSOLE | COM | 2.19M | SH | $202.06M 8.11% | 2.19M | 0.00 | 0.00 |
NEW YORK TIMES COSOLE | CL A | 2.46M | SH | $172.06M 6.91% | 2.46M | 0.00 | 0.00 |
KILROY RLTY CORPSOLE | COM | 4.25M | SH | $159.18M 6.39% | 4.25M | 0.00 | 0.00 |
THERMO FISHER SCIENTIFIC INCSOLE | COM | 280.40K | SH | $140.58M 5.65% | 280.40K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 65.56K | SH | $111.28M 4.47% | 65.56K | 0.00 | 0.00 |
HERBALIFE LTDSOLE | COM SHS | 8.35M | SH | $109.79M 4.41% | 8.35M | 0.00 | 0.00 |
BBB FOODS INCSOLE | CL A COM | 2.22M | SH | $92.68M 3.72% | 2.22M | 0.00 | 0.00 |
VISTA ENERGY S.A.B. DE C.V.SOLE | SPONSORED ADS | 1.22M | SH | $77.63M 3.12% | 1.22M | 0.00 | 0.00 |
SPDR S&P 500 ETF TRSOLE | TR UNIT | 100K | SH | $74.68M 3.00% | 100K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 211.35K | SH | $37.51M 1.51% | 211.35K | 0.00 | 0.00 |
PROCORE TECHNOLOGIES INCSOLE | COM | 918.21K | SH | $37.30M 1.50% | 918.21K | 0.00 | 0.00 |
VISA INCSOLE | COM CL A | 106.70K | SH | $36.61M 1.47% | 106.70K | 0.00 | 0.00 |
MASTERCARD INCORPORATEDSOLE | CL A | 70.50K | SH | $36.21M 1.45% | 70.50K | 0.00 | 0.00 |
BANCO MACRO SASOLE | SPON ADR B | 332.11K | SH | $30.75M 1.23% | 332.11K | 0.00 | 0.00 |
GRUPO FINANCIERO GALICIA S.ASOLE | SPONSORED ADR | 579.35K | SH | $28.98M 1.16% | 579.35K | 0.00 | 0.00 |