Hedge Fund - Route One Investment Company

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No. Security Ticker Shares Value Activity % Port History
1. GWRE 1,670,414 $335,769,918 -9% 12.47%
2. POST 3,136,468 $310,667,155 -9% 11.54%
3. IEF 1,200,000 $295,392,000 NEW 10.97%
4. AMZN 1,138,000 $262,673,160 -11% 9.76%
5. GOOGL 689,080 $216,233,304 -8% 8.03%