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LMR Partners’s Roku ROKU Stock Holding History

LMR 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 		– Sell
-11,100
Closed -$1.2M – 1806
2025
Q4 		$1.2M Sell
11,100
-57,200
-84% -$5.81M ﹤0.01% 937
2025
Q3 		$6.84M Buy
68,300
+28,700
+72% +$2.65M 0.03% 434
2025
Q2 		$3.48M Sell
39,600
-23,100
-37% -$1.61M 0.02% 539
2025
Q1 		$4.42M Buy
+62,700
New +$5.02M 0.04% 453

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

LMR Partners's ROKU Position: Q2 2026 in Review

LMR Partners opened a new position in Roku (ROKU) in Q2 2026: 543,226 shares worth $75M. The stake represents 0.28% of the portfolio and ranks #72 among its holdings. This is a return to the name: LMR Partners previously reported a position in ROKU as recently as Q4 2025.

LMR Partners first reported a position in ROKU in Q3 2021 and has held it in 7 quarters since. 786 funds tracked by Wall St. Rank hold ROKU as of Q2 2026.

  • LMR Partners held 543,226 shares of Roku worth $75M as of Q2 2026.
  • Roku was a new LMR Partners position in Q2 2026.
  • Roku made up 0.28% of LMR Partners's portfolio in Q2 2026, its #72 holding.
  • LMR Partners first reported a position in Roku in Q3 2021 and has held it in 7 quarters since.
  • 786 funds tracked by Wall St. Rank held Roku as of Q2 2026.

Based on LMR Partners's 13F filing for Q2 2026, filed 14 Aug 2026.