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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: $2.70 B

Last 13-F Filed: Q3 2025

Concentration in top 10: 85.06%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
SCHW	SCHWAB CHARLES CORP	7.93%	2,244,193	$214,253,106	-271,150	-10.78%	$95.47	13F
GOOGL	ALPHABET INC	0.18%	19,960	$4,852,276	-142,400	-87.71%	$243.1	13F