13F Filings History of Route One Investment Company, L.P.

Latest 13F report
Q4 2025 - 17 Feb 2026
Value $
$2,396,667,269
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 15 stock holdings with total value $2,396,667,269 as of Q4 2025. Top holdings included GWRE, POST, AMZN, GOOG, and NYT.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q4 2025 15 $2,396,667,269 +$252,912,104 -$432,766,430 -$179,854,326 GWRE, POST, AMZN, GOOG, NYT 13F-HR 17 Feb 2026, 15:37
Q3 2025 17 $2,507,285,009 +$180,584,722 -$60,504,131 +$120,080,591 GWRE, POST, AMZN, SCHW, NYT 13F-HR 14 Nov 2025, 16:01
Q2 2025 15 $2,285,085,391 +$126,817,448 -$330,088,751 -$203,271,303 GWRE, POST, AMZN, SCHW, NYT 13F-HR 14 Aug 2025, 16:07
Q1 2025 14 $2,398,615,660 +$36,974,622 -$160,966,495 -$123,991,873 POST, GWRE, SCHW, AMZN, UNH 13F-HR 15 May 2025, 16:02
Q4 2024 14 $2,559,821,205 +$57,388,071 -$300,655,804 -$243,267,733 POST, GWRE, AMZN, SCHW, UNH 13F-HR 14 Feb 2025, 15:44
Q3 2024 15 $2,779,359,279 +$160,628,478 -$201,558,842 -$40,930,364 GWRE, POST, AMZN, UNH, SCHW 13F-HR 14 Nov 2024, 15:32
Q2 2024 15 $2,629,411,089 +$46,340,010 -$55,201,613 -$8,861,603 POST, GWRE, AMZN, UNH, GOOG 13F-HR 14 Aug 2024, 16:02
Q1 2024 16 $2,527,142,641 +$64,165,787 -$197,034,008 -$132,868,221 POST, GWRE, AMZN, UNH, CRM 13F-HR 15 May 2024, 15:59
Q4 2023 15 $2,724,040,216 +$65,157,204 -$293,614,647 -$228,457,443 POST, GWRE, AMZN, BRBR, CRM 13F-HR 14 Feb 2024, 16:01
Q3 2023 14 $2,586,959,195 +$183,875,858 -$237,285,257 -$53,409,399 POST, GWRE, AMZN, BRBR, SCHW 13F-HR 14 Nov 2023, 15:49
Q2 2023 12 $2,504,864,582 +$59,810,238 -$184,651,859 -$124,841,621 POST, BRBR, AMZN, SCHW, GWRE 13F-HR 14 Aug 2023, 15:36
Q1 2023 14 $2,527,085,407 +$246,533,985 -$239,949,235 +$6,584,750 BRBR, POST, GWRE, AMZN, SCHW 13F-HR 15 May 2023, 16:18
Q4 2022 14 $2,210,618,960 +$5,656,862 -$533,221,118 -$527,564,256 POST, BRBR, SCHW, GWRE, HLF 13F-HR 14 Feb 2023, 15:56
Q3 2022 15 $2,642,174,000 +$192,292,173 -$77,961,929 +$114,330,244 POST, BRBR, SCHW, HLF, GWRE 13F-HR 14 Nov 2022, 16:06
Q2 2022 15 $2,760,065,000 +$354,522,708 -$365,406,888 -$10,884,180 POST, BRBR, SCHW, HLF, UNH 13F-HR 15 Aug 2022, 17:28
Q1 2022 15 $3,208,449,000 +$524,892,003 -$384,074,417 +$140,817,586 POST, BRBR, SCHW, HLF, UNH 13F-HR 16 May 2022, 16:50
Q4 2021 15 $3,701,503,000 +$108,899,534 -$409,293,703 -$300,394,169 POST, SCHW, HLF, UNH, GOOGL 13F-HR 14 Feb 2022, 15:41
Q3 2021 16 $3,885,771,000 +$87,700,059 -$238,092,456 -$150,392,397 POST, SCHW, HLF, UNH, CRM 13F-HR 15 Nov 2021, 17:03
Q2 2021 17 $4,087,449,000 +$101,144,027 -$142,957,376 -$41,813,349 POST, SCHW, HLF, UNH, CRM 13F-HR 16 Aug 2021, 16:49
Q1 2021 17 $3,708,651,000 +$249,614,349 -$250,956,014 -$1,341,665 POST, SCHW, UNH, HLF, CRM 13F-HR 17 May 2021, 11:23
Q4 2020 16 $3,555,271,000 +$301,983,416 -$712,059,395 -$410,075,979 POST, SCHW, UNH, HLF, CRM 13F-HR 16 Feb 2021, 12:06
Q3 2020 17 $3,516,888,000 +$90,882,147 -$294,382,522 -$203,500,375 POST, SCHW, UNH, CRM, HLF 13F-HR 16 Nov 2020, 10:45
Q2 2020 17 $3,506,073,000 +$269,133,836 -$447,246,037 -$178,112,201 POST, SCHW, UNH, CRM, HLF 13F-HR 14 Aug 2020, 13:16
Q1 2020 16 $3,051,189,000 +$608,043,321 -$204,689,693 +$403,353,628 POST, SCHW, UNH, GOOGL, FAST 13F-HR 15 May 2020, 13:35
Q4 2019 13 $3,540,178,000 +$178,153,827 -$321,677,592 -$143,523,765 POST, SCHW, FAST, UNH, TPX 13F-HR 14 Feb 2020, 12:36
Q3 2019 12 $3,316,749,000 +$138,657,037 -$57,924,074 +$80,732,963 POST, FAST, SCHW, TPX, GOOGL 13F-HR 14 Nov 2019, 12:32
Q2 2019 12 $3,262,396,000 +$548,188,707 -$268,920,227 +$279,268,480 POST, FAST, SCHW, TPX, META 13F-HR 14 Aug 2019, 11:27
Q1 2019 12 $3,198,868,000 +$126,797,722 -$159,163,341 -$32,365,619 POST, FAST, SCHW, META, TPX 13F-HR 15 May 2019, 12:00
Q4 2018 12 $2,758,172,000 +$408,700,767 -$724,930 +$407,975,837 POST, FAST, SCHW, HLF, TPX 13F-HR 14 Feb 2019, 10:37
Q3 2018 12 $2,805,550,000 +$125,979,302 -$91,876,757 +$34,102,545 POST, FAST, TPX, LBTYA, COMM 13F-HR 14 Nov 2018, 12:36
Q2 2018 13 $2,594,109,000 +$514,675,973 -$43,772,199 +$470,903,774 POST, FAST, LBTYA, COMM, SCHW 13F-HR 14 Aug 2018, 12:03
Q1 2018 13 $2,329,276,000 +$295,506,504 -$529,476,430 -$233,969,926 POST, FAST, HLF, COMM, LBTYA 13F-HR 15 May 2018, 11:46
Q4 2017 12 $2,461,298,000 +$98,745,309 -$68,769,171 +$29,976,138 HLF, POST, LBTYA, COMM, FAST 13F-HR 14 Feb 2018, 11:55
Q3 2017 12 $2,331,143,000 +$323,313,010 -$50,404,341 +$272,908,669 HLF, POST, LBTYA, COMM, FAST 13F-HR 14 Nov 2017, 11:56
Q2 2017 11 $2,023,662,000 +$181,630,328 -$248,524,460 -$66,894,132 HLF, POST, COMM, LBTYA, SCHW 13F-HR 14 Aug 2017, 11:43
Q1 2017 12 $2,064,096,000 +$195,253,113 -$213,778,461 -$18,525,348 HLF, POST, COMM, LBTYA, MSFT 13F-HR 15 May 2017, 13:20
Q4 2016 13 $1,892,536,000 +$278,534,678 -$346,436,249 -$67,901,571 POST, HLF, COMM, MSFT, LBTYA 13F-HR 14 Feb 2017, 12:36
Q3 2016 15 $1,876,458,000 +$143,016,783 -$154,047,054 -$11,030,271 HLF, POST, FOX, MSFT, COMM 13F-HR 14 Nov 2016, 12:21
Q2 2016 17 $1,854,544,000 +$213,559,028 -$299,199,832 -$85,640,804 POST, HLF, FOX, COMM, MSFT 13F-HR 11 Aug 2016, 18:03
Q1 2016 15 $1,911,578,000 +$313,979,723 -$133,498,004 +$180,481,719 FOX, HLF, POST, MSFT, COMM 13F-HR 16 May 2016, 11:56
Q4 2015 13 $1,642,802,000 +$353,422,220 -$127,979,532 +$225,442,688 TWC, FOX, MSFT, Herbalife Ltd., POST 13F-HR 16 Feb 2016, 12:35
Q3 2015 12 $1,369,671,000 +$161,021,869 -$41,272,943 +$119,748,926 TWC, FOX, MSFT, Herbalife Ltd., POST 13F-HR 16 Nov 2015, 12:45
Q2 2015 12 $1,249,814,000 +$295,054,213 $0 +$295,054,213 TWC, Herbalife Ltd., POST, MSFT, FOX 13F-HR 14 Aug 2015, 12:37
Q1 2015 10 $872,952,000 +$306,747,030 $0 +$306,747,030 TWC, MSFT, FOX, POST, CCU 13F-HR 15 May 2015, 11:45
Q4 2014 9 $567,552,000 +$161,373,436 -$44,362,150 +$117,011,286 FOX, POST, MSFT, TWC, SCHW 13F-HR 17 Feb 2015, 12:09
Q3 2014 8 $432,860,000 +$32,847,061 -$44,934,633 -$12,087,572 FOX, MSFT, POST, SCHW, CCU 13F-HR 14 Nov 2014, 12:18
Q2 2014 10 $453,787,000 +$82,357,817 -$123,315,000 -$40,957,183 FOX, MSFT, SCHW, POST, V 13F-HR 14 Aug 2014, 12:24
Q1 2014 9 $508,375,000 +$119,146,953 -$50,666,203 +$68,480,750 TWC, FOX, MSFT, SCHW, POST 13F-HR 15 May 2014, 12:38
Q4 2013 10 $439,975,000 $0 $0 $0 FOX, MSFT, SCHW, GOOGL, TWC 13F-HR 14 Feb 2014, 12:10