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ROUTE ONE INVESTMENT COMPANY, L.P. Information

ONE LETTERMAN DRIVE, SAN FRANCISCO, California, 94129, (415) 796-6800

Report Date: 03/31/2013

Position Statistics:

Total Positions 15
New Positions 1
Increased Positions 2
Decreased Positions 9
Positions with Activity 11
Sold Out Positions 4
Total Mkt Value
(in $ millions)		 517

Sector Weighting

Basic Materials
Capital Goods
Conglomerates
Consumer Cyclical 3.2%
Consumer/Non-Cyclical 5.49%
Energy
Financial 23.78%
Healthcare
Services 29.19%
Technology 38.35%
Transportation
Utilities

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

15 Positions as of 03/31/2013

Company Class Value of Shares ($1,000s) Change in Value ($1,000s) Change (%) Shares Held
GREEN MTN COFFEE ROASTERS INC COM -19,829 Sold Out 0
NEWELL RUBBERMAID INC COM -33,398 Sold Out 0
NIELSEN HOLDINGS N V COM -28,437 Sold Out 0
STATE STR CORP COM -38,798 Sold Out 0
STURM RUGER & CO INC COM 3,396 New 71,100
TESLA MTRS INC COM 13,114 -1,971 (13.07) 128,319
DOLLAR GEN CORP NEW COM 21,546 21,546 New 421,400
MONSTER BEVERAGE CORP COM 28,359 -14,128 (33.25) 475,743
PROGRESSIVE WASTE SOLUTIONS LT COM 37,339 -3,970 (9.61) 1,684,965
SCHWAB CHARLES CORP NEW COM 60,249 New 2,965,000
VISA INC COM CL A 62,620 New 343,404
GOOGLE INC CL A 63,513 New 71,665
ORACLE CORP COM 65,164 -11,412 (14.9) 1,901,500
MICROSOFT CORP COM 69,503 5,670 8.88 1,985,800
NEWS CORP CL B 91,928 -3,169 (3.33) 2,929,500