Route One Investment Company, L.P.
San Francisco CA · SEC CIK 0001512171
$24.90亿2026Q2 申报市值
20持仓数
77.4%前十大占比 · 第一大 10.5%
2 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SCHW 加仓+$4,684.09万
V 新建仓+$3,660.77万
MA 新建仓+$3,620.88万
MELI 加仓+$3,526.33万
TBBB 加仓+$2,895.67万
2026Q2 卖出最多 按季末市值估算
ESS 清仓-$7,209.47万
GOOG 减仓-$3,711.02万
UNH 减仓-$1,876.57万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| ESS | ESSEX PPTY TR INC | $0 | 0.00% | 0 | -297,912 | -100.0% | -$7,209.47万 | 清仓 |
| GGAL | GRUPO FINANCIERO GALICIA S.A | $2,898.49万 | 1.16% | 579,350 | 0 | 0.0% | — | 不变 |
| BMA | BANCO MACRO SA | $3,075.02万 | 1.23% | 332,111 | 0 | 0.0% | — | 不变 |
| MA | MASTERCARD INCORPORATED | $3,620.88万 | 1.45% | 70,500 | 70,500 | — | $3,620.88万 | 新建仓 |
| V | VISA INC | $3,660.77万 | 1.47% | 106,700 | 106,700 | — | $3,660.77万 | 新建仓 |
| PCOR | PROCORE TECHNOLOGIES INC | $3,729.75万 | 1.50% | 918,205 | 0 | 0.0% | — | 不变 |
| VEEV | VEEVA SYS INC | $3,750.83万 | 1.51% | 211,350 | 29,150 | 16.0% | $517.33万 | 加仓 |
| SPY | SPDR S&P 500 ETF TR 看跌期权 | $7,467.70万 | 3.00% | 100,000 | 0 | 0.0% | — | 不变 |
| VIST | VISTA ENERGY S.A.B. DE C.V. | $7,762.55万 | 3.12% | 1,216,700 | 0 | 0.0% | — | 不变 |
| TBBB | BBB FOODS INC | $9,268.25万 | 3.72% | 2,224,201 | 694,905 | 45.4% | $2,895.67万 | 加仓 |
| HLF | HERBALIFE LTD | $1.10亿 | 4.41% | 8,348,800 | 121,500 | 1.5% | $159.77万 | 加仓 |
| MELI | MERCADOLIBRE INC | $1.11亿 | 4.47% | 65,560 | 20,775 | 46.4% | $3,526.33万 | 加仓 |
| TMO | THERMO FISHER SCIENTIFIC INC | $1.41亿 | 5.65% | 280,400 | 21,700 | 8.4% | $1,087.95万 | 加仓 |
| KRC | KILROY RLTY CORP | $1.59亿 | 6.39% | 4,248,213 | 198,650 | 4.9% | $744.34万 | 加仓 |
| NYT | NEW YORK TIMES CO | $1.72亿 | 6.91% | 2,458,659 | 0 | 0.0% | — | 不变 |
| SCHW | SCHWAB CHARLES CORP | $2.02亿 | 8.11% | 2,189,893 | 507,650 | 30.2% | $4,684.09万 | 加仓 |
| UNH | UNITEDHEALTH GROUP INC | $2.03亿 | 8.14% | 487,725 | -45,150 | -8.5% | -$1,876.57万 | 减仓 |
| GOOG | ALPHABET INC | $2.06亿 | 8.29% | 584,050 | -105,030 | -15.2% | -$3,711.02万 | 减仓 |
| GWRE | GUIDEWIRE SOFTWARE INC | $2.28亿 | 9.14% | 1,849,364 | 0 | 0.0% | — | 不变 |
| AMZN | AMAZON COM INC | $2.46亿 | 9.88% | 1,032,200 | 0 | 0.0% | — | 不变 |
| POST | POST HLDGS INC | $2.60亿 | 10.46% | 2,950,568 | 0 | 0.0% | — | 不变 |