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Kathy Huang

Route One Investment Company, L.p.

Assets Managed
$2.349B
Holdings
19
Last Quarter
2026 - Q1
Filed Date
11d ago
Growth Rate
-12.73%(2Q avg: -6.54%)
Sustained Growth
0 quarters

Portfolio positions

This chart displays the top 10 holdings in Route One Investment Company, L.p.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 19 positions.

Assets under management

The assets under management (AUM) of Route One Investment Company, L.p. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 2.349B in assets, with a quarterly growth rate of -12.73% and a 2-quarter average growth rate of -6.54%. The portfolio is managed by Kathy Huang, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
POST
Post Holdings Inc
Recent Activity
Decreased -5.92%
12.42%
$291.693M
2.951M shares@ $98.86 avg price
GWRE
Guidewire Software Inc
Recent Activity
Increased 10.72%
11.78%
$276.591M
1.849M shares@ $149.57 avg price
AMZN
Amazon.com Inc
Recent Activity
Decreased -9.29%
9.16%
$214.976M
1.032M shares@ $208.27 avg price
NYT
New York Times Co-a
Recent Activity
Decreased -20.82%
8.77%
$205.864M
2.459M shares@ $83.73 avg price
GOOG
Alphabet Inc-cl C
Recent Activity
8.42%
$197.669M
689,080 shares@ $286.87 avg price
SCHW
Schwab (charles) Corp
Recent Activity
Decreased -8.49%
6.73%
$158.097M
1.682M shares@ $93.98 avg price
UNH
Unitedhealth Group Inc
Recent Activity
Increased 5.05%
6.14%
$144.191M
532,875 shares@ $270.59 avg price
TMO
Thermo Fisher Scientific Inc
Recent Activity
Decreased -1.85%
5.42%
$127.159M
258,700 shares@ $491.53 avg price
HLF
Herbalife Ltd
Recent Activity
Increased 0.8%
5.16%
$121.106M
8.227M shares@ $14.72 avg price
KRC
Kilroy Realty Corp
Recent Activity
Increased 37.96%
4.87%
$114.238M
4.05M shares@ $28.21 avg price

1-10 of 19