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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
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

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

Antipodes Partners's ROKU Position: Q1 2026 in Review

Antipodes Partners increased its Roku (ROKU) stake by 113% in Q1 2026, buying an estimated $1.52M and bringing the position to 29,447 shares worth $2.79M. The position accounts for 0.05% of the portfolio, ranked #63.

Antipodes Partners first reported a position in ROKU in Q2 2020 and has held it in 21 quarters since. The position peaked at $55.1M in Q1 2023. 692 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

  • Antipodes Partners held 29,447 shares of Roku worth $2.79M as of Q1 2026.
  • Antipodes Partners bought 15,646 Roku shares in Q1 2026, an estimated $1.52M.
  • Roku made up 0.05% of Antipodes Partners's portfolio in Q1 2026, its #63 holding.
  • Antipodes Partners first reported a position in Roku in Q2 2020 and has held it in 21 quarters since.
  • Antipodes Partners's Roku position peaked at $55.1M in Q1 2023.
  • 692 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Antipodes Partners's 13F filing for Q1 2026, filed 5 May 2026.