Steadfast Capital Management’s Roku ROKU Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2021 Q4	–	Sell	-355,025	Closed	-$111M	–	47
2021 Q3	$111M	Buy	355,025 +109,621	+45%	+$34.3M	1.08%	29
2021 Q2	$113M	Buy	+245,404	New	+$113M	1.04%	33