4 hedge funds and family offices disclose a ROKU position in their latest SEC 13F filing — combined $455.8M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Cathie Wood | ARK Investment Management LLC | 3,820,405 | $361.5M | 2.81% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 750,190 | $71.0M | 2.42% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 194,468 | $18.4M | 0.08% | 2026-03-31 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 45,571 | $4.9M | 0.05% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold ROKU. The largest disclosed position is Cathie Wood at $361.5M (2.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ROKU, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
4 hedge funds and family offices disclose a ROKU position in their latest SEC 13F filing — combined $455.8M in market value.
| # | Investor | Fund | Shares | Value | % of Portfolio | Filed |
|---|---|---|---|---|---|---|
| 1 | Cathie Wood | ARK Investment Management LLC | 3,820,405 | $361.5M | 2.81% | 2026-03-31 |
| 2 | Stanley Druckenmiller | Duquesne Family Office LLC | 750,190 | $71.0M | 2.42% | 2026-03-31 |
| 3 | Ray Dalio | Bridgewater Associates LP | 194,468 | $18.4M | 0.08% | 2026-03-31 |
| 4 | Lee Ainslie | Maverick Capital Ltd | 45,571 | $4.9M | 0.05% | 2025-12-31 |
As of the latest 13F window, 4 tracked superinvestors hold ROKU. The largest disclosed position is Cathie Wood at $361.5M (2.8% of portfolio).
13F filings are due 45 days after each quarter end and capture long-equity positions held by U.S. institutional managers with $100M+ AUM. Use this page to see exactly who is buying ROKU, how concentrated each position is, and the implied conviction level relative to the rest of each investor's book.
Key takeaways
