Maytus Capital Management’s Roku ROKU Stock Holding History

Maytus Capital Management’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	$6.05M	Buy	63,922 +19,922	+45%	+$1.94M	1.08%	36
2025 Q4	$4.77M	Buy	+44,000	New	+$4.47M	1.13%	39
2025 Q3	–	Sell	-54,130	Closed	-$4.76M	–	85
2025 Q2	$4.76M	Buy	+54,130	New	+$3.78M	0.88%	40
2024 Q2	–	Sell	-20,000	Closed	-$1.3M	–	64
2024 Q1	$1.3M	Buy	+20,000	New	+$1.56M	0.55%	44
2022 Q4	–	Sell	-40,000	Closed	-$2.26M	–	51
2022 Q3	$2.26M	Buy	+40,000	New	+$3.04M	2.01%	25
2022 Q1	–	Sell	-15,000	Closed	-$3.42M	–	65
2021 Q4	$3.42M	Buy	+15,000	New	+$4.05M	0.79%	43
2020 Q4	–	Sell	-21,500	Closed	-$4.06M	–	47
2020 Q3	$4.06M	Buy	+21,500	New	+$3.4M	1.87%	28

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

Maytus Capital Management's ROKU Position: Q1 2026 in Review

Maytus Capital Management increased its Roku (ROKU) stake by 45% in Q1 2026, buying an estimated $1.94M and bringing the position to 63,922 shares worth $6.05M. The position accounts for 1.08% of the portfolio, ranked #36.

Maytus Capital Management first reported a position in ROKU in Q3 2020 and has held it in 7 quarters since. 691 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Maytus Capital Management held 63,922 shares of Roku worth $6.05M as of Q1 2026.
Maytus Capital Management bought 19,922 Roku shares in Q1 2026, an estimated $1.94M.
Roku made up 1.08% of Maytus Capital Management's portfolio in Q1 2026, its #36 holding.
Maytus Capital Management first reported a position in Roku in Q3 2020 and has held it in 7 quarters since.
691 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Maytus Capital Management's 13F filing for Q1 2026, filed 15 May 2026.