Sector: consumermedia
Conviction from: NASDAQ
Roku operates a streaming platform and sells streaming players and smart-TV software, earning revenue from advertising, subscriptions, and licensing of its TV operating system.
4 tracked filer(s) hold this · 1 opened, 1 added, 2 trimmed in 31-MAR-2026
Aggregate 13FScore 61 — mean of 4 scored holder(s) · buyers (new/add) avg 66. Higher = the smart money in this name has the better track record.
| Filer | 13FScore | This quarter | Shares | Value | % of their book |
|---|
| Ancora | 42 | New buy | 1,926 | $182,238 | 0.0% |
| Stanley Druckenmiller / Duquesne | 91 | Added +29% | 750,190 | $70,983 | 2.1% |
| Bridgewater | 55 | Trimmed -9% | 194,468 | $18,400,562 | 0.1% |
| Louis Bacon / Moore | 56 | Trimmed -66% | 17,066 | $1,614,785 | 0.0% |
Beyond 13F — activists, insiders, politicians & research
1 disclosed trade(s) by 1 filer(s).
| Report | Date | Stance |
|---|
| #91 — Market Memo: Seeing the Stag | 2025-04-03 | SHORT |