Philippe Laffont’s Roku ROKU Stock Holding History

Philippe Laffont’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
2023 Q3	–	Sell	-428,806	Closed	-$27.4M	–	97
2023 Q2	$27.4M	Buy	+428,806	New	+$26M	0.13%	53
2021 Q1	–	Sell	-146,153	Closed	-$48.5M	–	85
2020 Q4	$48.5M	Buy	+146,153	New	+$38.3M	0.18%	51
2020 Q1	–	Sell	-10,762	Closed	-$1.44M	–	346
2019 Q4	$1.44M	Buy	+10,762	New	+$1.48M	0.01%	91
2018 Q4	–	Sell	-3,385,800	Closed	-$247M	–	139
2018 Q3	$247M	Buy	+3,385,800	New	+$194M	2.59%	16

Other funds holding ROKU

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

AGF Management Toronto, Ontario, Canada $22.3B AUM 46.42% 1-Year Est. Return

Philippe Laffont's ROKU Position: Q3 2023 in Review

Philippe Laffont sold out of Roku (ROKU) in Q3 2023, closing a stake of 428,806 shares — an estimated $27.4M sold.

Philippe Laffont first reported a position in ROKU in Q3 2018 and held it in 4 quarters. The position peaked at $247M in Q3 2018. 540 funds tracked by Wall St. Rank hold ROKU as of Q3 2023.

Philippe Laffont reported no remaining Roku position as of Q3 2023 after selling out during the quarter.
Philippe Laffont sold 428,806 Roku shares in Q3 2023, an estimated $27.4M.
Philippe Laffont first reported a position in Roku in Q3 2018 and held it in 4 quarters.
Philippe Laffont's Roku position peaked at $247M in Q3 2018.
540 funds tracked by Wall St. Rank held Roku as of Q3 2023.

Based on Coatue Management's 13F filing for Q3 2023, filed 14 Nov 2023.