Hedge Fund - Route One Investment Company

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No. Security Ticker Shares Value Activity % Port History
1. POST 5,174,290 $549,923,541 20.04%
2. GWRE 2,865,580 $334,441,842 12.19%
3. AMZN 1,674,000 $301,956,120 -16% 11%
4. UNH 383,250 $189,593,775 +36% 6.91%
5. CRM 610,950 $184,005,921 -22% 6.7%