Melvin Capital Management’s Roku ROKU Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2018
Q4
Sell
-950,000
Closed -$69.4M 73
2018
Q3
$69.4M Sell
950,000
-850,000
-47% -$62.1M 0.73% 29
2018
Q2
$76.7M Buy
+1,800,000
New +$76.7M 0.69% 26