1y return+2.5%S&P 500 +20.9%
3y return+49.6%S&P 500 +68.5%
5y return+23.4%S&P 500 +74.5%
10y return+147.6%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $248 against $357 in the S&P 500.2
Route One Investment Company, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| POSTPost Hldgs Inc | $260.4M | 10.8% | |
| AMZNAmazon Com Inc | $246.0M | 10.2% | |
| GWREGuidewire Software Inc | $227.6M | 9.4% | |
| GOOGAlphabet Inc | $206.4M | 8.5% | −15.2% |
| UNHUnitedhealth Group Inc | $202.7M | 8.4% | −8.5% |
| SCHWSchwab Charles Corp | $202.1M | 8.4% | +30.2% |
| NYTNew York Times Co | $172.1M | 7.1% | |
| KRCKilroy Rlty Corp | $159.2M | 6.6% | +4.9% |
| TMOThermo Fisher Scientific Inc | $140.6M | 5.8% | +8.4% |
| MELIMercadolibre Inc | $111.3M | 4.6% | +46.4% |
| Herbalife LtdCUSIP G4412G101 | $109.8M | 4.5% | +1.5% |
| Bbb Foods IncCUSIP G0896C103 | $92.7M | 3.8% | +45.4% |
| VISTVista Energy S.a.b. De C.v. | $77.6M | 3.2% | |
| VEEVVeeva Sys Inc | $37.5M | 1.6% | +16.0% |
| PCORProcore Technologies Inc | $37.3M | 1.5% | |
| VVisa Inc | $36.6M | 1.5% | New |
| MAMastercard Incorporated | $36.2M | 1.5% | New |
| BMABanco Macro Sa | $30.8M | 1.3% | |
| GGALGrupo Financiero Galicia S.a | $29.0M | 1.2% |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| GOOGAlphabet Inc | June 30, 2020 | +399.9% | $206.4M |
| SCHWSchwab Charles Corp | June 30, 2020 | +173.5% | $202.1M |
| AMZNAmazon Com Inc | March 31, 2023 | +130.7% | $246.0M |
| NYTNew York Times Co | June 30, 2020 | +66.5% | $172.1M |
| Bbb Foods IncCUSIP G0896C103 | September 30, 2025 | +54.6% | $92.7M |
| UNHUnitedhealth Group Inc | June 30, 2020 | +40.9% | $202.7M |
| VISTVista Energy S.a.b. De C.v. | December 31, 2025 | +31.1% | $77.6M |
| BMABanco Macro Sa | March 31, 2026 | +19.7% | $30.8M |
| GWREGuidewire Software Inc | June 30, 2020 | +11.0% | $227.6M |
| KRCKilroy Rlty Corp | June 30, 2025 | +9.2% | $159.2M |
Sold off last quarter
- ESSEssex Ppty Tr Inc was $72.1M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +2.9% | +14.8% |
| March 31, 2026 | −6.9% | −4.6% |
| December 31, 2025 | +2.4% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +3.0% | +10.5% |
| March 31, 2025 | −1.7% | −4.6% |
| December 31, 2024 | +0.9% | +2.1% |
| September 30, 2024 | +7.1% | +5.4% |
| June 30, 2024 | +4.3% | +4.0% |
| March 31, 2024 | +6.4% | +10.0% |
| December 31, 2023 | +14.1% | +11.2% |
| September 30, 2023 | +5.4% | −3.6% |
| June 30, 2023 | +4.1% | +8.3% |
| March 31, 2023 | +14.0% | +7.0% |
| December 31, 2022 | +1.9% | +7.1% |
| September 30, 2022 | −2.0% | −5.3% |
| June 30, 2022 | −16.5% | −16.5% |
| March 31, 2022 | −17.9% | −4.9% |
| December 31, 2021 | +2.7% | +10.7% |
| September 30, 2021 | −1.0% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Route One Investment Company, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1512171&type=13F-HR&dateb=&owner=include&count=40CIK 1512171
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1512171/000093583626000421/Filed August 14, 2026 · accession 0000935836-26-000421