Route One Investment Company, L.P.

CIK

1512171

City

San Francisco

State / Country

Stock

GWRE — Guidewire Software, Inc.

Top Portfolio Positions

18 positions · $2,443,185,892 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
POST	Post Holdings, Inc. Consumer Defensive	5,901,136	$583,386,304	23.88%
GWRE	Guidewire Software, Inc. Technology	1,849,364	$276,590,879	11.32%
AMZN	Amazon Com Inc Consumer Cyclical	1,032,200	$214,976,294	8.80%
NYT	New York Times Co Communication Services	2,458,659	$205,863,518	8.43%
SCHW	Schwab Charles Corp Financial Services	1,682,243	$158,097,197	6.47%
UNH	Unitedhealth Group Inc Healthcare	532,875	$144,190,646	5.90%
TMO	Thermo Fisher Scientific Inc. Healthcare	258,700	$127,158,811	5.20%
HLF	Herbalife Ltd. Consumer Defensive	8,227,300	$121,105,856	4.96%
KRC	Kilroy Realty Corp Real Estate	4,049,563	$114,238,172	4.68%
VIST	Vista Energy, S.A.B. de C.V. Energy	1,216,700	$91,824,349	3.76%

25 quarters · across all stocks

25 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$276,590,879	1,849,364	+10.7%	Shares	Sole	2026-05-15
2025-12-31	$335,769,918	1,670,414	-8.1%	Shares	Sole	2026-02-17
2025-09-30	$417,887,548	1,818,009	0.0%	Shares	Sole	2025-11-14
2025-06-30	$428,050,219	1,818,009	-11.4%	Shares	Sole	2025-08-14
2025-03-31	$384,355,924	2,051,430	-8.9%	Shares	Sole	2025-05-15
2024-12-31	$379,546,069	2,251,430	-21.4%	Shares	Sole	2025-02-14
2024-09-30	$524,229,205	2,865,580	0.0%	Shares	Sole	2024-11-14
2024-06-30	$395,134,826	2,865,580	0.0%	Shares	Sole	2024-08-14
2024-03-31	$334,441,841	2,865,580	0.0%	Shares	Sole	2024-05-15
2023-12-31	$312,462,843	2,865,580	0.0%	Shares	Sole	2024-02-14
2023-09-30	$257,902,200	2,865,580	0.0%	Shares	Sole	2023-11-14
2023-06-30	$218,013,326	2,865,580	+2.5%	Shares	Sole	2023-08-14
2023-03-31	$229,438,876	2,796,330	0.0%	Shares	Sole	2023-05-15
2022-12-31	$174,938,404	2,796,330	+1.3%	Shares	Sole	2023-02-14
2022-09-30	$169,938,015	2,759,630	+10.2%	Shares	Sole	2022-11-14
2022-06-30	$177,782,386	2,504,330	+11.5%	Shares	Sole	2022-08-15
2022-03-31	$212,490,972	2,245,730	+14.6%	Shares	Sole	2022-05-16
2021-12-31	$222,402,999	1,958,980	+12.8%	Shares	Sole	2022-02-14
2021-09-30	$206,369,969	1,736,098	+3.8%	Shares	Sole	2021-11-15
2021-06-30	$188,507,066	1,672,348	+15.2%	Shares	Sole	2021-08-16
2021-03-31	$147,597,045	1,452,298	+5.8%	Shares	Sole	2021-05-17
2020-12-31	$176,720,286	1,372,798	+50.3%	Shares	Sole	2021-02-16
2020-09-30	$95,229,582	913,298	+37.5%	Shares	Sole	2020-11-16
2020-06-30	$73,637,433	664,298	0.0%	Shares	Sole	2020-08-14
2020-03-31	$52,685,474	664,298	—	Shares	Sole	2020-05-15
No 13F history on record for this holder in this stock.