2 tracked superinvestors hold Roku Inc (ROKU), worth $432M combined, led by Cathie Wood. Smart money is holding ROKU as of the latest 13F filings.
Current price
$140.26
Roku, Inc., together with its subsidiaries, operates a TV streaming platform. The company operates in two segments, Platform and Player. Its platform allows users to discover and access various movies and TV episodes, as well as live TV, news sports, shows, and others. As of December 31, 2021, the company had 60.1 million active accounts. It also provides digital and video advertising, content…
Market cap
$18.3B
P/E
91.54
Div yield
0.0%
Revenue YoY
15.2%
Analyst target
$155
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$432M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
0
1 buying · 1 selling
Smart money is holding ROKU steady this quarter — buys and sells are balanced.
Roku Inc (ROKU) is held by 2 tracked funds worth $432M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Cathie Wood at 2.8% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 1 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Trimmed | 2.8% | $361M | |
| Added | 2.1% | $71M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own ROKU?
2 tracked funds hold Roku Inc (ROKU), the largest being Cathie Wood (ARK Invest) at 2.8% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling ROKU?
In the most recent 13F quarter, 1 tracked fund added or opened ROKU and 1 trimmed it.
How much ROKU do tracked funds hold?
Combined disclosed long exposure to ROKU across tracked superinvestors is $432M as of the Mar 2026 filings.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Mar 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.