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Empirical Capital Management, LLC → ROKU

Empirical Capital Management, LLC ROKU Position History

Roku, Inc. • Technology

Quarters held
6
Latest value
$52.6M
Q3 2026
Peak value
$52.6M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$26.5M
Q4 2025$28.7M
Q1 2026$32.7M
Q2 2026$47.8M
Q2 2026$13.5M
Q3 2026$52.6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$52.6M345.7K——
Q2 2026$13.5M97.7K——
Q2 2026$47.8M345.7K——
Q1 2026$32.7M345.7K——
Q4 2025$28.7M264.7K——
Q3 2025$26.5M264.7K——

Other funds holding ROKU

Other Empirical Capital Management, LLC positions

GOOGN

ALPHABET INC-CL A

$38.1M
TTWO

TAKE-TWO INTERACTIVE SOFTWRE

$33.4M
GOOGN

ALPHABET INC-CL A

$32.9M
GOOGN

ALPHABET INC-CL A

$31.7M
TTWO

TAKE-TWO INTERACTIVE SOFTWRE

$31.6M
TTWO

TAKE-TWO INTERACTIVE SOFTWRE

$30.1M
TTWO

TAKE-TWO INTERACTIVE SOFTWRE

$27.7M
COST

COSTCO WHOLESALE CORP

$27.3M