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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: $2.49 B

Last 13-F Filed: Q2 2026

Concentration in top 10: 77.44%

Stock	Company	% Portfolio	Shares Held	Market Value	Change in Shares	% Change	Quarter End Price	Source
GOOG	ALPHABET INC	8.29%	584,050	$206,362,387	-105,030	-15.24%	$353.33	13F
UNH	UNITEDHEALTH GROUP INC	8.14%	487,725	$202,713,142	-45,150	-8.47%	$415.63	13F