ROKU
Roku Inc
2 of the 83 super-investors we track hold ROKU, worth a combined $277M per their latest 13F filings. The largest position: Stanley Druckenmiller at 0.6% of their portfolio. This quarter the cohort logged 0 buys and 1 sell on the name. Conviction score: 36 of 100 (how strongly the cohort backs it) — ranked #184 of 742 stocks. Conviction easing: 1 fewer super-investor hold it than in 2026Q1.
Why super-investors own ROKU
ROKU is held by 2 super-investors in our cohort, with a combined position value of $277M. The highest-conviction owner is Stanley Druckenmiller at 0.6% of their portfolio. Cohort ownership has shrunk from 4 to 2 over the last four quarters — net interest is fading. This quarter the cohort registered 1 trimmed.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q3 → 2026Q2How many of the cohort members held this stock each quarter.
Owners (2) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Joel Greenblatt | 0.1% | 36q | $252M | 1,822,022 |
| 2 | Stanley Druckenmiller | 0.6% | 6q | $25M | 184,055 |
Owners of ROKU also hold
Congress is trading ROKU
Congress tracker →- Daniel Goldmanbought$15,001 - $50,000 · 2023-04-10
- James R. Langevinbought$1,001 - $15,000 · 2022-02-10
- James R. Langevinsold$1,001 - $15,000 · 2021-05-07
- James R. Langevinbought$1,001 - $15,000 · 2021-05-06
- Josh Gottheimersold$1,001 - $15,000 · 2021-04-16
- James R. Langevinsold$1,001 - $15,000 · 2021-04-06
STOCK Act periodic transaction reports; amounts are disclosed ranges. Who files late →
Recent activity (1)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Stanley Druckenmiller | TRIM | 0.6% | -75% | $25M | Aug 14, 2026 |
Long US equity 13F-HR filings only. CUSIP 77543R102. Not investment advice.