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Gurus
Value
ROUTE ONE INVESTMENT COMPANY, L.P. (Data extracted from 13F, 13D, 13G and Form 4)

ROUTE ONE INVESTMENT COMPANY, L.P.

AUM: $5.37 B

13-F Portfolio Value: $2.35 B

Last 13-F Filed: Q1 2026

Concentration in top 10: 78.81%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
MELI	MERCADOLIBRE INC	3.3%	44,785	$77,434,161	44,785	New	$1729.02	13F
SPY	SPDR S&P 500 ETF TR (Put)	2.77%	100,000	$65,034,000	100,000	New	$650.34	13F
GGAL	GRUPO FINANCIERO GALICIA S.A	1.15%	579,350	$27,061,439	579,350	New	$46.71	13F
BMA	BANCO MACRO SA	1.09%	332,111	$25,695,428	332,111	New	$77.37	13F