Route One Investment Company, L.p.
CIK Number: 0001512171
2.4B
Market Value
13
# of Holdings
26 months
Avg. Holding Period
37.50%
Win Rate
40.83%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | POST | Post Holdings, ... | 112.22 | -1.23% | 4.17M | -4.53% | 477.82M | 46.79 | 18.67% |
| 2 | GWRE | Guidewire Softw... | 253.26 | +1.05% | 2.25M | -21.43% | 379.55M | 95.04 | 14.83% |
| 3 | AMZN | Amazon.com, Inc... | 212.00 | -0.58% | 1.43M | -6.86% | 314.78M | 103.29 | 12.30% |
| 4 | SCHW | The Charles Sch... | 87.35 | -1.3% | 3.27M | -11.82% | 242.3M | 54.83 | 9.47% |
| 5 | UNH | UnitedHealth Gr... | 313.40 | -1.6% | 435.6K | 0.00% | 220.35M | 367.71 | 8.61% |
| 6 | NYT | The New York Ti... | 55.62 | +0.05% | 3.79M | 0.00% | 197.49M | 43.96 | 7.71% |
| 7 | CRM | Salesforce, Inc... | 258.38 | -3.2% | 537.1K | 0.00% | 179.57M | 148.81 | 7.01% |
| 8 | GOOG | Alphabet Inc. | 175.82 | -0.65% | 850.38K | -17.07% | 161.95M | 82.46 | 6.33% |
| 9 | TMO | Thermo Fisher S... | 402.51 | -3.09% | 232.43K | +10.22% | 120.92M | 514.42 | 4.72% |
| 10 | AGRO | Adecoagro S.A. | 9.28 | -0.48% | 8.9M | -1.61% | 83.93M | 6.68 | 3.28% |
| 11 | GOOGL | Alphabet Inc. | 174.62 | -0.61% | 346.96K | -15.57% | 65.68M | 48.74 | 2.57% |
| 12 | PCOR | Procore Technol... | 64.11 | -1.85% | 557.05K | 0.00% | 41.74M | 64.18 | 1.63% |
| 13 | HLF | Herbalife Nutri... | 7.85 | -4.96% | 4.12M | -52.26% | 27.57M | 37.91 | 1.08% |