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ROKU —
ROKU INC
CUSIP: 77543R102 · Held by 6 superinvestors · Combined value: $538,351,314
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.1% | $308,081,982 | 2,839,727 | REDUCE | -202,696 |
| 2 | Jim Simons | 0.2% | $138,313,901 | 1,274,900 | ADD | +52,200 |
| 3 | Stanley Druckenmiller | 1.4% | $63,248,000 | 582,980 | REDUCE | -239,455 |
| 4 | Ray Dalio | 0.1% | $23,112,493 | 213,038 | ADD | +3,730 |
| 5 | Lee Ainslie | 0.1% | $4,943,998 | 45,571 | ADD | +14,454 |
| 6 | First Eagle Investment Mgmt | 0.0% | $650,940 | 6,000 | REDUCE | -200 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Jim Simons | ADD | +52,200 | +4.3% |
| Lee Ainslie | ADD | +14,454 | +46.5% |
| Ray Dalio | ADD | +3,730 | +1.8% |
| First Eagle Investment Mgmt | REDUCE | -200 | -3.2% |
| Ken Griffin | REDUCE | -202,696 | -6.7% |
| Stanley Druckenmiller | REDUCE | -239,455 | -29.1% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| First Eagle Investment Mgmt | NEW BUY | +6,200 | New |
| Jim Simons | ADD | +179,500 | +17.2% |
| Ray Dalio | ADD | +119,955 | +134.2% |
| Ken Griffin | REDUCE | -735,240 | -19.5% |
| Lee Ainslie | REDUCE | -13,731 | -30.6% |
| Stanley Druckenmiller | REDUCE | -278,065 | -25.3% |
Who Owns ROKU? Superinvestor Holdings
ROKU INC is held by 6 tracked superinvestors, with a combined position value of $538 million . The largest positions are held by Ken Griffin (0.1% of portfolio), Jim Simons (0.2% of portfolio), Stanley Druckenmiller (1.4% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 3 reduced or exited.