Portfolio changes · featured 13Fs
Activity
Moves in ROKU across featured managers — New / Exit / Add / Reduce.
ROKU
5 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 5 | |||||
| ROKU | New | George Soros - Soros Fund Management | +0.26% | opened 0.26% | Q1→Q2 |
| ROKU | Exit | Davidson Kempner Capital Management | −0.16% | was 0.16% | Q1→Q2 |
| ROKU | Exit | Lee Ainslie - Maverick Capital | −0.01% | was 0.01% | Q1→Q2 |
| ROKU | Reduce | Cathie Wood - Ark Investment Management | −2.28% | −84.4% sh | Q1→Q2 |
| ROKU | Reduce | Stanley Druckenmiller - Duquesne Family Office | −1.61% | −75.5% sh | Q1→Q2 |
As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home