Maplelane Capital’s Roku ROKU Stock Holding History

Maplelane Capital’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
2020 Q4	–	Sell	-180,000	Closed	-$34M	–	199
2020 Q3	$34M	Sell	180,000 -147,500	-45%	-$23.3M	0.62%	45
2020 Q2	$38.2M	Buy	327,500 +27,500	+9%	+$3.15M	0.72%	32
2020 Q1	$26.2M	Sell	300,000 -187,500	-38%	-$21.6M	1.2%	28
2019 Q4	$65.3M	Buy	+487,500	New	+$67M	1.77%	12
2018 Q2	–	Sell	-80,000	Closed	-$2.49M	–	177
2018 Q1	$2.49M	Sell	80,000 -181,900	-69%	-$7.49M	0.06%	113
2017 Q4	$13.6M	Buy	+261,900	New	+$9.02M	0.3%	72

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Maplelane Capital's ROKU Position: Q1 2026 in Review

Maplelane Capital reduced its Roku (ROKU) stake by 72% in Q1 2026, selling an estimated $18.1M and leaving 71,000 shares worth $6.72M. The position accounts for 0.24% of the portfolio, ranked #51.

Maplelane Capital first reported a position in ROKU in Q4 2019 and has held it in 6 quarters since. The position peaked at $27.9M in Q4 2025. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Maplelane Capital held 71,000 shares of Roku worth $6.72M as of Q1 2026.
Maplelane Capital sold 186,000 Roku shares in Q1 2026, an estimated $18.1M.
Roku made up 0.24% of Maplelane Capital's portfolio in Q1 2026, its #51 holding.
Maplelane Capital first reported a position in Roku in Q4 2019 and has held it in 6 quarters since.
Maplelane Capital's Roku position peaked at $27.9M in Q4 2025.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Maplelane Capital's 13F filing for Q1 2026, filed 14 May 2026.