Hedge Fund - Route One Investment Company

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No. Security Ticker Shares Value Activity % Port History
1. GWRE 2,865,580 $524,229,205 18.37%
2. POST 4,372,639 $506,132,964 -16% 17.74%
3. AMZN 1,540,400 $287,022,732 -8% 10.06%
4. UNH 435,600 $254,686,608 8.92%
5. SCHW 3,712,843 $240,629,355 +67% 8.43%