Route One Investment Company, L.P.

13F Filings History

Latest 13F report
Q4 2024 - Feb 14, 2025
Value $
$2.56B
Signature - Title
Kathy Huang - Chief Financial Officer
Location
San Francisco, CA
Summary
This page shows a list of all the recent 13F filings made by Route One Investment Company, L.P.. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Route One Investment Company, L.P. reported 14 stock holdings with total value $2.56B as of Q4 2024. Top holdings included POST, GWRE, AMZN, SCHW, and UNH.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q4 2024 14 $2.56B +$57.4M -$301M -$243M POST, GWRE, AMZN, SCHW, UNH 13F-HR 2/14/2025, 03:44 PM
Q3 2024 15 $2.78B +$161M -$202M -$40.9M GWRE, POST, AMZN, UNH, SCHW 13F-HR 11/14/2024, 03:32 PM
Q2 2024 15 $2.63B +$46.3M -$55.2M -$8.86M POST, GWRE, AMZN, UNH, GOOG 13F-HR 8/14/2024, 04:02 PM
Q1 2024 15 $2.53B +$64.2M -$197M -$133M POST, GWRE, AMZN, UNH, CRM 13F-HR 5/15/2024, 03:59 PM
Q4 2023 15 $2.72B +$65.2M -$294M -$228M POST, GWRE, AMZN, BRBR, CRM 13F-HR 2/14/2024, 04:01 PM
Q3 2023 16 $2.91B +$193M -$237M -$44.5M POST, GWRE, AMZN, BRBR, SCHW 13F-HR 11/14/2023, 03:49 PM
Q2 2023 16 $2.83B +$254M -$229M +$24.8M POST, BRBR, AMZN, SCHW, GWRE 13F-HR 8/14/2023, 04:36 PM
Q1 2023 15 $2.69B +$410M -$237M +$174M BRBR, POST, GWRE, AMZN, SCHW 13F-HR 5/15/2023, 04:18 PM
Q4 2022 14 $2.21B +$5.66M -$300M -$294M POST, BRBR, SCHW, GWRE, HLF 13F-HR 2/14/2023, 02:56 PM
Q3 2022 15 $2.64B +$192M -$78M +$114M POST, BRBR, SCHW, HLF, GWRE 13F-HR 11/14/2022, 03:06 PM
Q2 2022 15 $2.76B +$355M -$193M +$161M POST, BRBR, SCHW, HLF, UNH 13F-HR 8/15/2022, 05:28 PM
Q1 2022 15 $3.21B +$525M -$237M +$288M POST, BRBR, SCHW, HLF, UNH 13F-HR 5/16/2022, 04:50 PM
Q4 2021 16 $4.51B +$916M -$307M +$610M SPY, POST, SCHW, HLF, UNH 13F-HR 2/14/2022, 02:41 PM
Q3 2021 16 $3.89B +$87.7M -$238M -$150M POST, SCHW, HLF, UNH, CRM 13F-HR 11/15/2021, 05:03 PM
Q2 2021 17 $4.09B +$101M -$143M -$41.8M POST, SCHW, HLF, UNH, CRM 13F-HR 8/16/2021, 04:49 PM
Q1 2021 17 $3.71B +$250M -$251M -$1.34M POST, SCHW, UNH, HLF, CRM 13F-HR 5/17/2021, 11:23 AM
Q4 2020 16 $3.56B +$302M -$588M -$286M POST, SCHW, UNH, HLF, CRM 13F-HR 2/16/2021, 11:06 AM
Q3 2020 18 $3.81B +$386M -$233M +$153M POST, SCHW, UNH, CRM, SPY 13F-HR 11/16/2020, 09:45 AM
Q2 2020 17 $3.51B +$269M -$447M -$178M POST, SCHW, UNH, CRM, HLF 13F-HR 8/14/2020, 01:16 PM
Q1 2020 16 $3.05B +$608M -$205M +$403M POST, SCHW, UNH, GOOGL, FAST 13F-HR 5/15/2020, 01:35 PM
Q4 2019 13 $3.54B +$178M -$322M -$144M POST, SCHW, FAST, UNH, TPX 13F-HR 2/14/2020, 11:36 AM
Q3 2019 12 $3.32B +$139M -$57.9M +$80.7M POST, FAST, SCHW, TPX, GOOGL 13F-HR 11/14/2019, 11:32 AM
Q2 2019 12 $3.26B +$548M -$79.7M +$469M POST, FAST, SCHW, TPX, META 13F-HR 8/14/2019, 11:27 AM
Q1 2019 13 $4.19B +$1.11B -$159M +$954M SPY, POST, FAST, SCHW, META 13F-HR 5/15/2019, 12:00 PM
Q4 2018 12 $2.76B +$409M -$725K +$408M POST, FAST, SCHW, HLF, TPX 13F-HR 2/14/2019, 09:37 AM
Q3 2018 13 $3.1B +$417M -$13.9M +$403M POST, FAST, SPY, TPX, LBTYA 13F-HR 11/14/2018, 11:36 AM
Q2 2018 13 $2.59B +$515M -$2.15M +$513M POST, FAST, LBTYA, COMM, SCHW 13F-HR 8/14/2018, 12:03 PM
Q1 2018 13 $2.33B +$296M -$529M -$234M POST, FAST, HLF, COMM, LBTYA 13F-HR 5/15/2018, 11:46 AM
Q4 2017 14 $4.71B +$1.15B -$68.8M +$1.08B SPY, IWM, HLF, POST, LBTYA 13F-HR 2/14/2018, 10:55 AM
Q3 2017 13 $3.46B +$873M -$10.6M +$862M SPY, HLF, POST, LBTYA, COMM 13F-HR 11/14/2017, 10:56 AM
Q2 2017 12 $2.58B +$182M -$274M -$92.6M SPY, HLF, POST, COMM, LBTYA 13F-HR 8/14/2017, 11:43 AM
Q1 2017 13 $2.69B +$195M -$825M -$629M SPY, HLF, POST, COMM, LBTYA 13F-HR 5/15/2017, 01:20 PM
Q4 2016 14 $3.2B +$1.24B -$271M +$972M SPY, POST, HLF, COMM, MSFT 13F-HR 2/14/2017, 11:36 AM
Q3 2016 16 $2.21B +$478M -$57.5M +$421M SPY, HLF, POST, FOX, MSFT 13F-HR 11/14/2016, 11:21 AM
Q2 2016 17 $1.85B +$214M -$184M +$29.3M POST, HLF, FOX, COMM, MSFT 13F-HR 8/11/2016, 06:03 PM
Q1 2016 15 $1.91B +$314M -$133M +$180M FOX, HLF, POST, MSFT, COMM 13F-HR 5/16/2016, 11:56 AM
Q4 2015 13 $1.64B +$353M -$28.2M +$325M TWC, FOX, MSFT, POST, FAST 13F-HR 2/16/2016, 11:35 AM
Q3 2015 13 $1.69B +$480M -$41.3M +$439M SPY, TWC, FOX, MSFT, POST 13F-HR 11/16/2015, 11:45 AM
Q2 2015 12 $1.25B +$295M +$295M TWC, POST, MSFT, FOX, HLF 13F-HR 8/14/2015, 12:37 PM
Q1 2015 10 $873M +$307M +$307M TWC, MSFT, FOX, POST, CCU 13F-HR 5/15/2015, 11:45 AM
Q4 2014 9 $568M +$161M -$9.48M +$152M FOX, POST, MSFT, TWC, SCHW 13F-HR 2/17/2015, 11:09 AM
Q3 2014 8 $433M +$32.8M -$23.3M +$9.57M FOX, MSFT, POST, SCHW, CCU 13F-HR 11/14/2014, 11:18 AM
Q2 2014 10 $454M +$82.4M +$82.4M FOX, MSFT, SCHW, POST, V 13F-HR 8/14/2014, 12:24 PM
Q1 2014 11 $589M +$169M -$34.5M +$135M TWC, FOX, MSFT, SCHW, RSXXXXX 13F-HR 5/15/2014, 12:38 PM
Q4 2013 11 $468M FOX, MSFT, SCHW, GOOGLXXXX, TWC 13F-HR 2/14/2014, 11:10 AM