Route One Investment Company, L.P. Portfolio Holdings by Sector

Route One Investment Company, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology GWRE CRM PCOR 3 stocks	$565,102 21.38% of portfolio	-	-	-	-	0 Calls 0 Puts
Packaged Foods \| Consumer Defensive POST BRBR HLF 3 stocks	$516,222 19.53% of portfolio	3	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services GOOGL GOOG GOOGL 3 stocks	$380,869 14.41% of portfolio	1	1	1	-	0 Calls 1 Puts
Internet Retail \| Consumer Cyclical AMZN 1 stocks	$280,292 10.6% of portfolio	-	-	-	-	0 Calls 0 Puts
Capital Markets \| Financial Services SCHW 1 stocks	$214,253 8.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Publishing \| Communication Services NYT 1 stocks	$212,337 8.03% of portfolio	-	-	-	-	0 Calls 0 Puts
Healthcare Plans \| Healthcare UNH 1 stocks	$175,170 6.63% of portfolio	1	-	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare TMO 1 stocks	$142,295 5.38% of portfolio	-	-	-	-	0 Calls 0 Puts
REIT—Office \| Real Estate KRC 1 stocks	$110,678 4.19% of portfolio	1	-	-	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$46,205 1.75% of portfolio	-	-	-	-	0 Calls 0 Puts

Get notified when there are updates to the investment portfolio of Route One Investment Company, L.P., based on Form 13F filings with the SEC.

Stay updated on Route One Investment Company, L.P. with notifications on news.