Alpine Associates Management’s Roku ROKU Stock Holding History

Alpine Associates Management’s Portfolio ROKU Stock Details ROKU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$45.3M	Buy	+328,250	New	+$40M	2.84%	12

Other funds holding ROKU

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

ECM

Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Alpine Associates Management's ROKU Position: Q2 2026 in Review

Alpine Associates Management opened a new position in Roku (ROKU) in Q2 2026: 328,250 shares worth $45.3M. The stake represents 2.84% of the portfolio and ranks #12 among its holdings.

339 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

Alpine Associates Management held 328,250 shares of Roku worth $45.3M as of Q2 2026.
Roku was a new Alpine Associates Management position in Q2 2026.
Roku made up 2.84% of Alpine Associates Management's portfolio in Q2 2026, its #12 holding.
339 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Alpine Associates Management's 13F filing for Q2 2026, filed 6 Aug 2026.