Investor

Route One Investment Company, L.P.

Portfolio Total Value

$2,601,620,000.00

Number of Stocks

16

Period of Reporting

2024-12-31

Stocks

Stock Value % Recent Activity Share Reported Price Current Price +/- Reported Price 52 Week Low 52 Week High
POST $477,817,000.0 18.67%
Reduced 4.53%
4,174,539 $114.46 $114.61
Added 0.13%
$91.46 $125.84
GWRE $379,546,000.0 14.83%
Reduced 21.43%
2,251,430 $168.58 $128.19
Reduced 23.96%
$107.0 $209.15
AMZN $314,780,000.0 12.3%
Reduced 6.86%
1,434,800 $219.39 $210.32
Reduced 4.13%
$151.61 $235.44
SCHW $242,304,000.0 9.47%
Reduced 11.82%
3,273,943 $74.01 $105.08
Added 41.98%
$61.01 $83.35
UNH $220,352,000.0 8.61%
No Change
435,600 $505.86 $276.65
Reduced 45.31%
$436.38 $630.73
NYT $197,491,000.0 7.72%
No Change
3,794,259 $52.05 $68.11
Added 30.85%
$41.55 $58.16
CRM $179,568,000.0 7.01%
No Change
537,100 $334.33 $191.35
Reduced 42.77%
$212.0 $369.0
GOOG $161,946,000.0 6.33%
Reduced 17.07%
850,380 $190.44 $323.1
Added 69.66%
$131.55 $203.84
TMO $120,917,000.0 4.72%
Added 10.22%
232,430 $520.23 $542.83
Added 4.34%
$493.3 $627.88
AGRO $83,931,000.0 3.28%
Reduced 1.61%
8,900,438 $9.43 $8.57
Reduced 9.12%
$8.72 $12.08
GOOGL $65,679,000.0 2.57%
Reduced 15.57%
346,960 $189.3 $322.86
Added 70.55%
$130.67 $202.29
$46,177,000.0 1.8%
No Change
59,525,000 $0.78 $nan
Reduced nan%
$nan $nan
PCOR $41,739,000.0 1.63%
No Change
557,050 $74.93 $51.29
Reduced 31.55%
$49.46 $86.67
LW $36,969,000.0 1.33%
No Change
571,050 $64.74 $50.12
Reduced 22.58%
$52.99 $109.41
HLF $27,568,000.0 1.08%
Reduced 52.26%
4,120,884 $6.69 $16.99
Added 153.96%
$6.05 $12.9
MTN $4,836,000.0 0.17%
No Change
27,750 $174.29 $138.64
Reduced 20.45%
$165.0 $236.92

Put Options

Stock Options % Change
QQQ 150,000 0.0%