$ROKU is held by 21 managers from the Top-Performer cohort as of Q1 2026. Position weights range from 0.00% to 2.47%, with an average of 0.37% of portfolio. Largest holder: Nikko Asset Management Americas, Inc. at 2.47%. A weekly Smart-Money commentary for this ticker has not been generated yet this batch — the table below shows the full cohort positioning.
ROKU INC
13F holders
676
Net 13F flow · Q
—
Insider buys · 90d
0
Insider net · 90d
—
Congress · 90d
0
Convergence
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Institutional holders
Top 10 of 676 · Source: 13F-HR01
Gates Foundation Trust
—
—
02
Brightline Capital Management, LLC
—
—
03
Exor N.V.
—
—
04
Marshall & Sullivan Inc.
—
—
05
Campbell Newman Asset Management Inc.
—
—
06
Axa S.a.
—
—
07
State Street
—
—
08
Caz Investments LP
—
—
09
Sumitomo Mitsui Trust Group, Inc.
—
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10
Brown, Lisle/Cummings, Inc.
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Each fund name links to that filer's expert page. Share counts and per-fund weights are pending the 13F ingest fix (portfolios_expertholding.units is currently mis-populated — see the same caveat on the fund detail page's holdings table). Quarter-over-quarter delta ships with the metrics pipeline.
Smart Money · top-200 alpha cohort
21 holders · Q1 202601
Nikko Asset Management Americas, Inc.
2.47% ↓ 1.2pp
α +22.1pts
02
Duquesne Family Office LLC Stanley Druckenmiller
2.10% ↑ +0.7pp
α +25.4pts
03
Sandler Capital Management
1.33% NEW
α +12.8pts
04
Shellback Capital, LP
0.81% held
α +14.3pts
05
Oxford Asset Management LLP
0.22% NEW
α +10.3pts
06
Level Financial Advisors
0.15% NEW
α +30.9pts
07
Rokos Capital Management LLP
0.09% held
α +12.2pts
08
ANTIPODES PARTNERS Ltd
0.05% held
α +10.8pts
09
Corsicana & Co.
0.04% held
α +20.0pts
10
Focused Wealth Management, Inc
0.04% held
α +19.2pts
11
Connor, Clark & Lunn Investment Management Ltd.
0.03% held
α +12.3pts
12
CV Advisors LLC
0.03% held
α +29.1pts
13
Caption Management, LLC
0.03% held
α +15.5pts
14
RiverPark Advisors, LLC
0.01% held
α +21.5pts
15
Quarry LP
0.01% held
α +10.6pts
16
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01% held
α +27.5pts
17
RFG Advisory, LLC
0.00% held
α +16.2pts
18
Citigroup Inc.
0.00% held
α +26.3pts
19
Costello Asset Management, INC
0.00% held
α +14.3pts
20
Nisa Investment Advisors, LLC
0.00% held
α +16.6pts
21
Wellington Management Group LLP
0.00% held
α +10.5pts
Smart Money shows holdings from our Top-Performer cohort — the 200 highest-alpha manager_13f funds in our universe. Position weight (current quarter) and QoQ delta versus prior quarter. α is the manager's annual alpha vs benchmark.
Insider activity · last 90 days
50 transactions · 6 filersTransaction codes: P open-market purchase · S sale · M option exercise · A grant · F tax-withhold sale. Insider names link to each individual's expert page.
Congress trades · last 90 days
No Congress trades
No STOCK Act filings reference $ROKU in the recent window.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence detection for $ROKU lands with the Pattern Engine.
Once the Pattern Engine ships, this section will surface every active convergence event involving $ROKU — the institutional managers and Congress members on the same name, the 30-day window, and the combined position size.
Source data: SEC EDGAR · 13F-HR · Form 4 · CapitolTrades · Last refreshed 15:16 UTC.