Ownership history in Firsthand Capital Management, Inc. Β· 34 quarters on record
This page tracks every 13F SEC filing in which Firsthand Capital Management, Inc. 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 β sourced directly from SEC EDGAR 13F filings.
π Firsthand Capital Management, Inc. outperformed the S&P 500 by +3.3% annually on this ROKU position. Timing score: 31% (4/13 decisions correct). Average cost basis: $53.75. Maximum drawdown during holding period: β91.1%.
β
Outperformed SPY on this position by 3.3% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 13 add/trim decisions correct
Best entry: $31.10 (2018 Q1) Β· Worst: $91.66 (2023 Q4)
πͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.
6 adds Β· 8 trims. Bought during 2 of 15 down-price quarters. π Predominantly trimming β distribution phase.
π Firsthand Capital Management, Inc. has been actively increasing its ROKU allocation β a bullish signal from insiders.
Currently 15.11% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size