Route One Investment Company, L.P. — 13F Holdings & Portfolio
CIK 1512171 · latest 13F-HR filed 2026-08-14
Route One Investment Company, L.P. manages $2.49B in 13F-reported U.S. long-equity assets across 20 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are POST (10.46%), AMZN (9.88%), GWRE (9.14%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 2 new positions and exited 1; 10 existing positions rose in reported value and 6 fell.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 79.8%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Mar 25, 2026.
BUILDING D, SUITE DM 200
SAN FRANCISCO, CA 94129
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| DUHAMEL, WILLIAM, FRANCIS Control | LIMITED PARTNER since Jun 2010 | 50–75% | Individual |
| HUANG, WEIYI Control | CHIEF FINANCIAL OFFICER since Dec 2020 | Less than 5% | Individual |
| JASON E. MOMENT, TRUSTEE OF THE JASON E. MOMENT REVOCABLE TRUST Control | LIMITED PARTNER since Jun 2010 | Less than 5% | Domestic Entity |
| KALSHEKER, ZAEED Control | CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER since Jul 2022 | Less than 5% | Individual |
| MOMENT, JASON, ERWIN Control | LIMITED PARTNER since Jun 2010 | 50–75% | Individual |
| ROIC, LLC Control | GENERAL PARTNER since Jun 2010 | Less than 5% | Domestic Entity |
| DUHAMEL, WILLIAM, FRANCIS Control Indirect owner via ROIC, LLC | MANAGER, MEMBER since Mar 2010 | General partner, trustee or manager | Individual |
| MOMENT, JASON, ERWIN Control Indirect owner via ROIC, LLC | MANAGER, MEMBER since Mar 2010 | General partner, trustee or manager | Individual |
| MOMENT, JASON, ERWIN Control Indirect owner via JASON E. MOMENT, TRUSTEE OF THE JASON E. MOMENT REVOCABLE TRUST | TRUSTEE since Apr 2022 | General partner, trustee or manager | Individual |
Ownership & leadership changes · 8 filings with changes since Mar 21, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedPANT, ASHISH, HARISHCHANDRA · LIMITED PARTNER · Less than 5% · control person · listed since Jun 2010
- No longer listedPANT, ASHISH, HARISHCHANDRA · MANAGER · General partner, trustee or manager · indirect via ROIC, LLC · control person · listed since Mar 2010
- No longer listedVOON, RICHARD, HIAN-KEE · MANAGER · General partner, trustee or manager · indirect via ROIC, LLC · control person · listed since Mar 2010
- No longer listedVOON, RICHARD, HIAN-KEE · LIMITED PARTNER · Less than 5% · control person · listed since Jun 2010
- No longer listedJASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · LIMITED PARTNER · Less than 5% · control person · listed since Jun 2010
- No longer listedMOMENT, JASON, ERWIN · TRUSTEE · General partner, trustee or manager · indirect via JASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · control person · listed since Jun 2007
- AddedJASON E. MOMENT, TRUSTEE OF THE JASON E. MOMENT REVOCABLE TRUST · LIMITED PARTNER · Less than 5% · control person
- AddedMOMENT, JASON, ERWIN · TRUSTEE · General partner, trustee or manager · indirect via JASON E. MOMENT, TRUSTEE OF THE JASON E. MOMENT REVOCABLE TRUST · control person
- No longer listedJASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · MEMBER · 25–50% · indirect via ROIC, LLC · control person · listed since Mar 2010
- No longer listedMALLACH, SASKIA, H · PARTNER/ EXECUTIVE · Less than 5% · control person · listed since Dec 2020
- No longer listedRICHARD H. VOON, TRUSTEE OF THE TANG-VOON FAMILY LIVING TRUST DATED MARCH 21, 2007 · LIMITED PARTNER · Less than 5% · control person · listed since Jun 2010
- No longer listedVOON, RICHARD, HIAN-KEE · TRUSTEE · General partner, trustee or manager · indirect via RICHARD H. VOON, TRUSTEE OF THE TANG-VOON FAMILY LIVING TRUST DATED MARCH 21, 2007 · control person · listed since Mar 2007
- ChangedJASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · ownership 50–75% → Less than 5%
- ChangedMOMENT, JASON, ERWIN · indirect via ROIC, LLC: title MANAGER → MANAGER, MEMBER
- ChangedMOMENT, JASON, ERWIN · title TRUSTEE → LIMITED PARTNER
- ChangedPANT, ASHISH, HARISHCHANDRA · indirect via ROIC, LLC: title MANAGER, MEMBER → MANAGER
- ChangedVOON, RICHARD, HIAN-KEE · title TRUSTEE → LIMITED PARTNER
- AddedKALSHEKER, ZAEED · CHIEF OPERATING OFFICER/ CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedMALLACH, SASKIA, H · title CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER → PARTNER/ EXECUTIVE
- No longer listedBARRON, SEAN · CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Jun 2010
- AddedHUANG, WEIYI · CHIEF FINANCIAL OFFICER · Less than 5% · control person
- AddedMALLACH, SASKIA, H · CHIEF OPERATING OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ChangedBARRON, SEAN · ownership 5–10% → Less than 5%
- ChangedBARRON, SEAN · ownership Less than 5% → 5–10%
- ChangedDUHAMEL, WILLIAM, FRANCIS · ownership 25–50% → 50–75%
- ChangedJASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · ownership 25–50% → 50–75%
- ChangedMOMENT, JASON, ERWIN · ownership 25–50% → 50–75%
- ChangedPANT, ASHISH, HARISHCHANDRA · ownership 10–25% → Less than 5%
- ChangedRICHARD H. VOON, TRUSTEE OF THE TANG-VOON FAMILY LIVING TRUST DATED MARCH 21, 2007 · ownership 10–25% → Less than 5%; now a control person
- ChangedVOON, RICHARD, HIAN-KEE · ownership 10–25% → Less than 5%; now a control person
- ChangedPANT, ASHISH, HARISHCHANDRA · ownership 25–50% → 10–25%
- ListedBARRON, SEAN · CHIEF FINANCIAL OFFICER, CHIEF COMPLIANCE OFFICER · Less than 5% · control person
- ListedDUHAMEL, WILLIAM, FRANCIS · LIMITED PARTNER · 25–50% · control person
- ListedDUHAMEL, WILLIAM, FRANCIS · MANAGER, MEMBER · General partner, trustee or manager · indirect via ROIC, LLC · control person
- ListedJASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · LIMITED PARTNER · 25–50% · control person
- ListedJASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · MEMBER · 25–50% · indirect via ROIC, LLC · control person
- ListedMOMENT, JASON, ERWIN · MANAGER · General partner, trustee or manager · indirect via ROIC, LLC · control person
- ListedMOMENT, JASON, ERWIN · TRUSTEE · 25–50% · control person
- ListedMOMENT, JASON, ERWIN · TRUSTEE · General partner, trustee or manager · indirect via JASON E. MOMENT, TRUSTEE OF THE JASON AND JESSICA MOMENT FAMILY LIVING TRUST U/A/D 6/11/07 · control person
- ListedPANT, ASHISH, HARISHCHANDRA · LIMITED PARTNER · 25–50% · control person
- ListedPANT, ASHISH, HARISHCHANDRA · MANAGER, MEMBER · General partner, trustee or manager · indirect via ROIC, LLC · control person
- ListedRICHARD H. VOON, TRUSTEE OF THE TANG-VOON FAMILY LIVING TRUST DATED MARCH 21, 2007 · LIMITED PARTNER · 10–25%
- ListedROIC, LLC · GENERAL PARTNER · Less than 5% · control person
- ListedVOON, RICHARD, HIAN-KEE · MANAGER · General partner, trustee or manager · indirect via ROIC, LLC · control person
- ListedVOON, RICHARD, HIAN-KEE · TRUSTEE · 10–25%
- ListedVOON, RICHARD, HIAN-KEE · TRUSTEE · General partner, trustee or manager · indirect via RICHARD H. VOON, TRUSTEE OF THE TANG-VOON FAMILY LIVING TRUST DATED MARCH 21, 2007 · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
Top Adds (vs prior quarter)
- UNITEDHEALTH GROUP INC$58.5M +40.6%
- KILROY RLTY CORP$44.9M +39.3%
- SCHWAB CHARLES CORP$44.0M +27.8%
- BBB FOODS INC$38.6M +71.3%
- MERCADOLIBRE INC$33.8M +43.7%
Top Trims
- GUIDEWIRE SOFTWARE INC-$49.0M -17.7%
- NEW YORK TIMES CO-$33.8M -16.4%
- POST HLDGS INC-$31.3M -10.7%
- PROCORE TECHNOLOGIES INC-$15.0M -28.7%
- VISTA ENERGY S.A.B. DE C.V.-$14.2M -15.5%
Route One Investment Company, L.P. Holdings (2026-06-30)
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | POST HLDGS INC | POST | 737446104 | $260.4M | 10.46% | 2,950,568 | SH |
| 2 | AMAZON COM INC | AMZN | 023135106 | $246.0M | 9.88% | 1,032,200 | SH |
| 3 | GUIDEWIRE SOFTWARE INC | GWRE | 40171V100 | $227.6M | 9.14% | 1,849,364 | SH |
| 4 | ALPHABET INC | GOOG | 02079K107 | $206.4M | 8.29% | 584,050 | SH |
| 5 | UNITEDHEALTH GROUP INC | UNH | 91324P102 | $202.7M | 8.14% | 487,725 | SH |
| 6 | SCHWAB CHARLES CORP | SCHW | 808513105 | $202.1M | 8.11% | 2,189,893 | SH |
| 7 | NEW YORK TIMES CO | NYT | 650111107 | $172.1M | 6.91% | 2,458,659 | SH |
| 8 | KILROY RLTY CORP | KRC | 49427F108 | $159.2M | 6.39% | 4,248,213 | SH |
| 9 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $140.6M | 5.65% | 280,400 | SH |
| 10 | MERCADOLIBRE INC | MELI | 58733R102 | $111.3M | 4.47% | 65,560 | SH |
| 11 | HERBALIFE LTD | HLF | G4412G101 | $109.8M | 4.41% | 8,348,800 | SH |
| 12 | BBB FOODS INC | TBBB | G0896C103 | $92.7M | 3.72% | 2,224,201 | SH |
| 13 | VISTA ENERGY S.A.B. DE C.V. | VIST | 92837L109 | $77.6M | 3.12% | 1,216,700 | SH |
| 14 | SPDR S&P 500 ETF TR Put | SPY | 78462F103 | $74.7M | 3.00% | 100,000 | SH |
| 15 | VEEVA SYS INC | VEEV | 922475108 | $37.5M | 1.51% | 211,350 | SH |
| 16 | PROCORE TECHNOLOGIES INC | PCOR | 74275K108 | $37.3M | 1.50% | 918,205 | SH |
| 17 | VISA INC | V | 92826C839 | $36.6M | 1.47% | 106,700 | SH |
| 18 | MASTERCARD INCORPORATED | MA | 57636Q104 | $36.2M | 1.45% | 70,500 | SH |
| 19 | BANCO MACRO SA | BMA | 05961W105 | $30.8M | 1.23% | 332,111 | SH |
| 20 | GRUPO FINANCIERO GALICIA S.A | GGAL | 399909100 | $29.0M | 1.16% | 579,350 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $2.49B | 20 | 0000935836-26-000421 |
| 2026-03-31 | 2026-05-15 | $2.35B | 19 | 0000935836-26-000267 |
| 2025-12-31 | 2026-02-17 | $2.69B | 16 | 0000935836-26-000110 |
| 2025-09-30 | 2025-11-14 | $2.70B | 18 | 0000935836-25-000701 |
BLDG D, STE 200
SAN FRANCISCO, CA 94129