Antipodes Partners
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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
Q3 		$3.91M Sell
25,651
-87,146
-77% -$13.1M 0.07% 71
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 		$9.6M 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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Squarepoint
Squarepoint New York $90.8B AUM 26.98% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $33.5B AUM 25.57% 1-Year Est. Return
Empirical Capital Management
Empirical Capital Management Hendersonville, Tennessee $336M AUM 22.71% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Syquant Capital SAS
Syquant Capital SAS Paris, France $453M AUM 6.35% 1-Year Est. Return
Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

Antipodes Partners's ROKU Position: Q3 2026 in Review

Antipodes Partners reduced its Roku (ROKU) stake by 77% in Q3 2026, selling an estimated $13.1M and leaving 25,651 shares worth $3.91M. The position accounts for 0.07% of the portfolio, ranked #71.

Antipodes Partners first reported a position in ROKU in Q2 2020 and has held it in 23 quarters since. The position peaked at $55.1M in Q1 2023. 376 funds tracked by Wall St. Rank hold ROKU as of Q3 2026.

  • Antipodes Partners held 25,651 shares of Roku worth $3.91M as of Q3 2026.
  • Antipodes Partners sold 87,146 Roku shares in Q3 2026, an estimated $13.1M.
  • Roku made up 0.07% of Antipodes Partners's portfolio in Q3 2026, its #71 holding.
  • Antipodes Partners first reported a position in Roku in Q2 2020 and has held it in 23 quarters since.
  • Antipodes Partners's Roku position peaked at $55.1M in Q1 2023.
  • 376 funds tracked by Wall St. Rank held Roku as of Q3 2026.

Based on Antipodes Partners's 13F filing for Q3 2026, filed 5 Nov 2026.