0001567619-21-015911.txt : 20210816 0001567619-21-015911.hdr.sgml : 20210816 20210816164912 ACCESSION NUMBER: 0001567619-21-015911 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210816 DATE AS OF CHANGE: 20210816 EFFECTIVENESS DATE: 20210816 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Route One Investment Company, L.P. CENTRAL INDEX KEY: 0001512171 IRS NUMBER: 273123474 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-14266 FILM NUMBER: 211179275 BUSINESS ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BLDG D-MAIN, SUITE DM200 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 BUSINESS PHONE: 415-796-6800 MAIL ADDRESS: STREET 1: ONE LETTERMAN DRIVE STREET 2: BLDG D-MAIN, SUITE DM200 CITY: SAN FRANCISCO STATE: CA ZIP: 94129 FORMER COMPANY: FORMER CONFORMED NAME: Route One Investment Co, L.P. DATE OF NAME CHANGE: 20110210 FORMER COMPANY: FORMER CONFORMED NAME: Route One Investment Co DATE OF NAME CHANGE: 20110204 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001512171 XXXXXXXX 06-30-2021 06-30-2021 Route One Investment Company, L.P.
ONE LETTERMAN DRIVE BLDG D-MAIN, SUITE DM200 SAN FRANCISCO CA 94129
13F HOLDINGS REPORT 028-14266 N
Kathy Huang Chief Financial Officer 415-796-6800 /s/ Kathy Huang San Francisco CA 07-02-2021 0 18 4156260 false
INFORMATION TABLE 2 form13fInfoTable.xml Adecoagro S.A. COMM L00849106 145026 14444844 SH SOLE 14444844 0 0 Alibaba Group Holding Limited COMM 01609W102 54722 241300 SH SOLE 241300 0 0 Alphabet, Inc. - A CAP STK CL A 02079K305 268975 110155 SH SOLE 110155 0 0 Alphabet, Inc. - C CAP STK CL C 02079K107 54811 21869 SH SOLE 21869 0 0 Bellring Brands, Inc. COMM 079823100 161902 5165991 SH SOLE 5165991 0 0 The Charles Schwab Corporation COMM 808513105 487958 6701793 SH SOLE 6701793 0 0 Facebook, Inc. COMM 30303M102 270797 778800 SH SOLE 778800 0 0 Guidewire Software Inc. COMM 40171V100 188507 1672348 SH SOLE 1672348 0 0 Herbalife Nutrition Ltd. COMM G4412G101 418284 7932554 SH SOLE 7932554 0 0 Ishares Russell 2000 ETF COMM 464287655 68811 300000 SH Put SOLE 300000 0 0 Liberty Global plc - A CAP STK CL A G5480U104 163297 6012418 SH SOLE 6012418 0 0 Liberty Global plc - C CAP STK CL C G5480U120 100259 3707821 SH SOLE 3707821 0 0 The New York Times Company - A CAP STK CL A 650111107 130346 2993009 SH SOLE 2993009 0 0 Oak Street Health, Inc. COMM 67181A107 73959 1262750 SH SOLE 1262750 0 0 Post Holdings Inc. COMM 737446104 759352 7000573 SH SOLE 7000573 0 0 Salesforce.com, Inc. COMM 79466L302 286223 1171750 SH SOLE 1171750 0 0 Shopify Inc. - A CAP STK CL A 82509L107 189124 129450 SH SOLE 129450 0 0 UnitedHealth Group Incorporated COMM 91324P102 333907 833850 SH SOLE 833850 0 0