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Route One Investment Company, L.P.
institucionalni vlagatelj · portfelj $2.49 mrd. · 20 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 20
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| Post Holdings Inc US:POST | 2 950 568 | $260 mio. | 10.78% | — |
| Amazon.com, Inc. US:AMZN | 1 032 200 | $246 mio. | 10.18% | — |
| Guidewire Software Inc US:GWRE | 1 849 364 | $228 mio. | 9.42% | — |
| Alphabet Inc. US:GOOG | 584 050 | $206 mio. | 8.54% | −105 030 |
| UNITEDHEALTH GROUP INC US:UNH | 487 725 | $203 mio. | 8.39% | −45 150 |
| SCHWAB CHARLES CORP US:SCHW | 2 189 893 | $202 mio. | 8.36% | +507 650 |
| New York Times Company US:NYT | 2 458 659 | $172 mio. | 7.12% | — |
| Kilroy Realty Corp US:KRC | 4 248 213 | $159 mio. | 6.59% | +198 650 |
| Thermo Fisher Scientific Inc US:TMO | 280 400 | $141 mio. | 5.82% | +21 700 |
| MercadoLibre Inc. US:MELI | 65 560 | $111 mio. | 4.61% | +20 775 |
| HERBALIFE LTD CUSIP G4412G101 | 8 348 800 | $110 mio. | 4.54% | +121 500 |
| BBB FOODS INC CUSIP G0896C103 | 2 224 201 | $92.7 mio. | 3.84% | +694 905 |
| Vista Oil & Gas S.A.B. de C.… US:VIST | 1 216 700 | $77.6 mio. | 3.21% | — |
| Veeva Systems Inc Class A US:VEEV | 211 350 | $37.5 mio. | 1.55% | +29 150 |
| Procore Technologies Inc US:PCOR | 918 205 | $37.3 mio. | 1.54% | — |
| Visa Inc. Class A US:V | 106 700 | $36.6 mio. | 1.52% | nova |
| Mastercard Inc US:MA | 70 500 | $36.2 mio. | 1.50% | nova |
| Banco Macro SA B US:BMA | 332 111 | $30.8 mio. | 1.27% | — |
| Grupo Financiero Galicia S.A… US:GGAL | 579 350 | $29.0 mio. | 1.20% | — |
| ESSEX PROPERTY TRUST, INC. US:ESS | 0 (bilo je 297 912) | — | — | prodana |
V podjetjih iz naše baze podatkov 4
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Herbalife Nutrition Ltd | 7.97% | 8 348 800 | 2026-06-30 |
| Post Holdings Inc | 6.51% | 2 950 568 | 2026-06-30 |
| Kilroy Realty Corp | 3.65% | 4 248 213 | 2026-06-30 |
| Guidewire Software Inc | 2.22% | 1 849 364 | 2026-06-30 |
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