Cadian Capital Management’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$84M Sell
955,876
-1,130,924
-54% -$99.4M 4.71% 11
2025
Q1
$147M Buy
2,086,800
+908,000
+77% +$64M 6.29% 5
2024
Q4
$87.6M Buy
+1,178,800
New +$87.6M 5.05% 8