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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: $2.29 B

Last 13-F Filed: Q2 2025

Concentration in top 10: 90.59%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
VEEV	VEEVA SYS INC	1.95%	155,100	$44,665,698	155,100	New	$287.98	13F
KRC	KILROY RLTY CORP	1.50%	1,000,900	$34,340,879	1,000,900	New	$34.31	13F