Stanley Druckenmiller’s Roku ROKU Stock Holding History

Stanley Druckenmiller’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	$71M	Buy	750,190 +167,210	+29%	+$16.3M	2.1%	15
2025 Q4	$63.2M	Sell	582,980 -239,455	-29%	-$24.3M	1.41%	25
2025 Q3	$82.3M	Sell	822,435 -278,065	-25%	-$25.6M	2.03%	12
2025 Q2	$96.7M	Buy	1,100,500 +606,900	+123%	+$42.4M	2.38%	14
2025 Q1	$34.8M	Buy	+493,600	New	+$39.5M	1.14%	27

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

Stanley Druckenmiller's ROKU Position: Q1 2026 in Review

Stanley Druckenmiller increased its Roku (ROKU) stake by 29% in Q1 2026, buying an estimated $16.3M and bringing the position to 750,190 shares worth $71M. The position accounts for 2.1% of the portfolio, ranked #15.

Stanley Druckenmiller first reported a position in ROKU in Q1 2025 and has held it in 5 quarters since. The position peaked at $96.7M in Q2 2025. 692 funds tracked by Wall St. Rank hold ROKU as of Q1 2026.

Stanley Druckenmiller held 750,190 shares of Roku worth $71M as of Q1 2026.
Stanley Druckenmiller bought 167,210 Roku shares in Q1 2026, an estimated $16.3M.
Roku made up 2.1% of Stanley Druckenmiller's portfolio in Q1 2026, its #15 holding.
Stanley Druckenmiller first reported a position in Roku in Q1 2025 and has held it in 5 quarters since.
Stanley Druckenmiller's Roku position peaked at $96.7M in Q2 2025.
692 funds tracked by Wall St. Rank held Roku as of Q1 2026.

Based on Duquesne Family Office's 13F filing for Q1 2026, filed 15 May 2026.