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| Name: |
ROUTE ONE INVESTMENT CO, L.P. |
| City: |
SAN FRANCISCO |
| State: |
CA |
| Zip: |
94129 |
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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 |
- |
$105.78 |
$455,648,000 |
5,174,290 |
16.73% |
12,004,000 |
0 |
7.643 |
Food - Major Diversified |
|
|
GWRE |
Guidewire Software, Inc. |
2 |
- |
$116.09 |
$312,463,000 |
2,865,580 |
11.47% |
54,561,000 |
0 |
3.42 |
Business Software & S... |
|
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AMZN |
Amazon.com Inc |
3 |
- |
$188.00 |
$299,702,000 |
1,972,500 |
11% |
48,958,000 |
0 |
0.019 |
Internet Software & S... |
|
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CRM |
Salesforce.com Inc |
5 |
- |
$278.97 |
$204,381,000 |
776,700 |
7.5% |
46,882,000 |
0 |
0.085 |
Internet Software & S... |
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NYT |
New York Times Co |
7 |
- |
$47.74 |
$185,881,000 |
3,794,259 |
6.82% |
29,558,000 |
0 |
2.271 |
Publishing |
|
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GOOG |
Alphabet Inc |
8 |
- |
$171.16 |
$163,603,000 |
1,160,880 |
6.01% |
10,541,000 |
0 |
0.019 |
Search Engines & Info... |
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UNH |
Unitedhealth Group Inc |
10 |
- |
$503.21 |
$149,202,000 |
283,400 |
5.48% |
6,315,000 |
0 |
0.03 |
Health Care Plans |
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GOOGL |
Alphabet Inc |
13 |
- |
$169.38 |
$108,394,000 |
775,960 |
3.98% |
6,852,000 |
0 |
0.013 |
Search Engines & Info... |
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