Tairen Capital’s Roku ROKU Stock Holding History

Tairen Capital’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
2025 Q1	–	Sell	-20,000	Closed	-$1.49M	–	110
2024 Q4	$1.49M	Buy	+20,000	New	+$1.52M	0.22%	51
2020 Q4	–	Sell	-185,325	Closed	-$35M	–	24
2020 Q3	$35M	Buy	+185,325	New	+$29.3M	3.79%	11

Other funds holding ROKU

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Tairen Capital's ROKU Position: Q1 2025 in Review

Tairen Capital sold out of Roku (ROKU) in Q1 2025, closing a stake of 20,000 shares — an estimated $1.49M sold.

Tairen Capital first reported a position in ROKU in Q3 2020 and held it in 2 quarters. The position peaked at $35M in Q3 2020. 592 funds tracked by Wall St. Rank hold ROKU as of Q1 2025.

Tairen Capital reported no remaining Roku position as of Q1 2025 after selling out during the quarter.
Tairen Capital sold 20,000 Roku shares in Q1 2025, an estimated $1.49M.
Tairen Capital first reported a position in Roku in Q3 2020 and held it in 2 quarters.
Tairen Capital's Roku position peaked at $35M in Q3 2020.
592 funds tracked by Wall St. Rank held Roku as of Q1 2025.

Based on Tairen Capital's 13F filing for Q1 2025, filed 15 May 2025.