ROKU — ROKU INC

Ownership history in Beck Bode, LLC · 8 quarters on record

This page tracks every 13F SEC filing in which Beck Bode, LLC reported a position in ROKU INC (ROKU). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position

3.54% (2025 Q4)

Avg. % of fund

1.87%

First filed

2020 Q3

Last filed

2025 Q4

Quarters held

8

Quarter	Action	Shares	Change	Chg %	% of Fund	Mkt Value	Price (EOQ)
2025 Q4	REDUCED	195,981	-9,939	-4.8%	3.54%	$21.3M	$108.49
2025 Q3	REDUCED	205,920	-3,114	-1.5%	3.33%	$20.6M	$100.13
2025 Q2	ADDED	209,034	+15,676	+8.1%	3.11%	$18.4M	$87.89
2025 Q1	ADDED	193,358	+11,455	+6.3%	2.54%	$13.6M	$70.44

% of Fund (quarterly) ROKU price (monthly, adj. close)

Other funds also holding ROKU

As of 2025 Q4 — sorted by position size

Empirical Capital Management, LLC 3Y 7Y 18.87% Firsthand Capital Management, Inc. 3Y 7Y 15.11% Kessler Investment Group, LLC 3Y 7Y 5.32% ARK Investment Management LLC 3Y 7Y 4.24% Amova Asset Management Americas, Inc. 3Y 7Y 3.68% West Tower Group, LLC 3Y 3.29% Atlas Venture Advisors, Inc. 3Y 7Y 3.27% TREMBLANT CAPITAL GROUP 3Y 7Y 2.74% Katamaran Capital LLP 2.26% Duquesne Family Office LLC 3Y 7Y 1.41%

← Back to Beck Bode, LLC Holdings