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Antipodes Partners’s Roku ROKU Stock Holding History

Antipodes Partners’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 		$15.6M Buy
112,797
+83,350
+283% +$10.2M 0.29% 62
2026
Q1 		$2.79M Buy
29,447
+15,646
+113% +$1.52M 0.05% 63
2025
Q4 		$1.5M Buy
13,801
+5,957
+76% +$605K 0.03% 71
2025
Q3 		$785K Buy
7,844
+675
+9% +$62.3K 0.02% 69
2025
Q2 		$630K Buy
7,169
+2,209
+45% +$154K 0.02% 56
2025
Q1 		$349K Buy
4,960
+1,148
+30% +$91.9K 0.01% 50
2024
Q4 		$283K Buy
3,812
+1,819
+91% +$138K 0.01% 49
2024
Q3 		$149K Sell
1,993
-158,666
-99% -$10.2M 0.01% 59
2024
Q2 		$9.63M Sell
160,659
-198,669
-55% -$11.6M 0.35% 37
2024
Q1 		$23.4M Sell
359,328
-197,393
-35% -$15.4M 0.74% 33
2023
Q4 		$51M Sell
556,721
-139,121
-20% -$11.6M 1.59% 24
2023
Q3 		$47.4M Buy
695,842
+168,477
+32% +$13M 1.52% 25
2023
Q2 		$33.7M Sell
527,365
-309,259
-37% -$18.8M 1.16% 31
2023
Q1 		$55.1M Sell
836,624
-144,988
-15% -$8.49M 1.91% 22
2022
Q4 		$40M Buy
981,612
+453,787
+86% +$23.7M 1.43% 31
2022
Q3 		$29.8M Sell
527,825
-123,085
-19% -$9.37M 1.19% 30
2022
Q2 		$53.5M Buy
+650,910
New +$63.1M 2.23% 21
2021
Q3 		– Sell
-72,615
Closed -$33.3M – 35
2021
Q2 		$33.3M Sell
72,615
-13,705
-16% -$4.85M 1.2% 26
2021
Q1 		$28.1M Sell
86,320
-65,717
-43% -$25.8M 1.14% 25
2020
Q4 		$50.5M Sell
152,037
-76,454
-33% -$20.1M 2.19% 22
2020
Q3 		$43.1M Sell
228,491
-94,488
-29% -$14.9M 1.98% 25
2020
Q2 		$37.6M Buy
+322,979
New +$36.9M 1.7% 27

Other funds holding ROKU

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Antipodes Partners's ROKU Position: Q2 2026 in Review

Antipodes Partners increased its Roku (ROKU) stake by 283% in Q2 2026, buying an estimated $10.2M and bringing the position to 112,797 shares worth $15.6M. The position accounts for 0.29% of the portfolio, ranked #62.

Antipodes Partners first reported a position in ROKU in Q2 2020 and has held it in 22 quarters since. The position peaked at $55.1M in Q1 2023. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • Antipodes Partners held 112,797 shares of Roku worth $15.6M as of Q2 2026.
  • Antipodes Partners bought 83,350 Roku shares in Q2 2026, an estimated $10.2M.
  • Roku made up 0.29% of Antipodes Partners's portfolio in Q2 2026, its #62 holding.
  • Antipodes Partners first reported a position in Roku in Q2 2020 and has held it in 22 quarters since.
  • Antipodes Partners's Roku position peaked at $55.1M in Q1 2023.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on Antipodes Partners's 13F filing for Q2 2026, filed 6 Aug 2026.