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| Name: |
ROUTE ONE INVESTMENT CO, L.P. |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94129 |
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| Holdings
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10 |
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Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
POST |
Post Holdings, Inc. |
1 |
- |
$115.15 |
$538,954,000 |
5,174,290 |
20.5% |
-10,970,000 |
0 |
7.643 |
Food - Major Diversified |
|
|
GWRE |
Guidewire Software, Inc. |
2 |
- |
$172.43 |
$395,135,000 |
2,865,580 |
15.03% |
60,693,000 |
0 |
3.42 |
Business Software & S... |
|
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AMZN |
Amazon.com Inc |
3 |
- |
$186.43 |
$323,501,000 |
1,674,000 |
12.3% |
21,545,000 |
0 |
0.016 |
Internet Software & S... |
|
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GOOG |
Alphabet Inc |
5 |
- |
$160.81 |
$212,929,000 |
1,160,880 |
8.1% |
36,173,000 |
0 |
0.019 |
Search Engines & Info... |
|
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NYT |
New York Times Co |
6 |
- |
$55.06 |
$194,304,000 |
3,794,259 |
7.39% |
30,316,000 |
0 |
2.271 |
Publishing |
|
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CRM |
Salesforce.com Inc |
8 |
- |
$252.43 |
$157,075,000 |
610,950 |
5.97% |
-26,931,000 |
0 |
0.067 |
Internet Software & S... |
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TMO |
Thermo Fisher Scientific |
9 |
- |
$610.12 |
$116,617,000 |
210,880 |
4.44% |
-5,949,000 |
0 |
0.053 |
Medical Laboratories ... |
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HLF |
Herbalife Ltd |
11 |
- |
$7.01 |
$89,680,000 |
8,631,411 |
3.41% |
2,934,000 |
0 |
6.531 |
Drugs Wholesale |
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GOOGL |
Alphabet Inc |
12 |
- |
$159.81 |
$74,856,000 |
410,960 |
2.85% |
12,830,000 |
0 |
0.007 |
Search Engines & Info... |
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PCOR |
Procore Technologies, Inc. |
14 |
- |
$56.86 |
$12,102,000 |
182,500 |
0.46% |
-2,894,000 |
0 |
0.141 |
N/A |
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