ROKU
Roku Inc
3 super-investors hold ROKU worth a combined $193M. The largest position: Stanley Druckenmiller at 2.4% of their portfolio. This quarter the cohort logged 1 buy and 0 sells on the name. Cohort Conviction Score: 52 — ranked #33 of 724 scored stocks.
Why super-investors own ROKU
Druckenmiller is the clear conviction anchor here, with a 2.4% portfolio weighting — the highest in the three-owner cohort — and he added to his ROKU position in 2026Q1, pushing his stake to roughly $71M. Greenblatt holds a larger nominal position at $121M but at a negligible 0.1% portfolio weight, suggesting a more mechanical or diversified-strategy allocation. Ainslie's sub-$1M position is effectively a rounding error. Cohort interest has been flat for a year, with owner count stuck at one meaningful holder since the stock first appeared in this universe four quarters ago. No new entrants or exits this quarter; the story is Druckenmiller's continued, if modest, conviction-building.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q3 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (3) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 35q | $121M | 1,280,965 |
| 2 | Stanley Druckenmiller | 2.4% | 5q | $71M | 750,190 |
| 3 | Lee Ainslie | <0.1% | 18q | $775K | 8,189 |
Owners of ROKU also hold
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | ADD | 2.4% | +29% | $71M | May 15, 2026 |
Long US equity 13F-HR filings only. CUSIP 77543R102. Not investment advice.