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Alua Capital Management’s Roku ROKU Stock Holding History

Alua Capital 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
Q1 		$44.9M Buy
+474,200
New +$46.2M 3.95% 10
2025
Q3 		– Sell
-541,515
Closed -$47.6M – 25
2025
Q2 		$47.6M Buy
+541,515
New +$37.8M 3.26% 13

Other funds holding ROKU

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Alua Capital Management's ROKU Position: Q1 2026 in Review

Alua Capital Management opened a new position in Roku (ROKU) in Q1 2026: 474,200 shares worth $44.9M. The stake represents 3.95% of the portfolio and ranks #10 among its holdings. This is a return to the name: Alua Capital Management previously reported a position in ROKU as recently as Q2 2025.

Alua Capital Management first reported a position in ROKU in Q2 2025 and has held it in 2 quarters since. The position peaked at $47.6M in Q2 2025. 692 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Alua Capital Management held 474,200 shares of Roku worth $44.9M as of Q1 2026.
  • Roku was a new Alua Capital Management position in Q1 2026.
  • Roku made up 3.95% of Alua Capital Management's portfolio in Q1 2026, its #10 holding.
  • Alua Capital Management first reported a position in Roku in Q2 2025 and has held it in 2 quarters since.
  • Alua Capital Management's Roku position peaked at $47.6M in Q2 2025.
  • 692 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Alua Capital Management's 13F filing for Q1 2026, filed 15 May 2026.