Lee Ainslie's ROKU Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 31,117 shares of Roku, Inc. (ROKU) worth $3.12 M, representing 0.04% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 25 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in ROKU, demonstrating sustained confidence in this investment. Largest addition occurred in Q1 2020, adding 51,265 shares. Largest reduction occurred in Q3 2020, reducing 52,486 shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Roku (ROKU) Holding Value Over Time
Track share changes against reported price movement
Quarterly Roku (ROKU) Trades by Lee Ainslie
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2019 | +911 | New Buy | 911 | $102.09 |
| Q4 2019 | +3,151 | Add 345.88% | 4,062 | $133.92 |
| Q1 2020 | +51,265 | Add 1262.06% | 55,327 | $87.48 |
| Q2 2020 | -55,327 | Sold Out | 55,327 | $0.00 |
| Q3 2020 | +2,841 | New Buy | 2,841 | $188.67 |
| Q4 2020 | -2,841 | Sold Out | 2,841 | $0.00 |
| Q2 2021 | +51 | New Buy | 51 | $450.98 |
| Q3 2021 | +75 | Add 147.06% | 126 | $309.52 |
| Q4 2021 | +58 | Add 46.03% | 184 | $228.26 |
| Q1 2022 | -184 | Sold Out | 184 | $0.00 |
| Q1 2023 | +18,400 | New Buy | 18,400 | $65.82 |
| Q2 2023 | -12,439 | Reduce 67.60% | 5,961 | $63.96 |
| Q3 2023 | -5,961 | Sold Out | 5,961 | $0.00 |
| Q1 2024 | +22,278 | New Buy | 22,278 | $65.17 |
| Q2 2024 | +33,643 | Add 151.01% | 55,921 | $59.93 |
| Q3 2024 | -26,318 | Reduce 47.06% | 29,603 | $74.66 |
| Q4 2024 | -12,425 | Reduce 41.97% | 17,178 | $74.34 |
| Q1 2025 | +407 | Add 2.37% | 17,585 | $70.44 |
| Q2 2025 | +27,263 | Add 155.04% | 44,848 | $87.89 |
| Q3 2025 | -13,731 | Reduce 30.62% | 31,117 | $100.13 |
Lee Ainslie's Roku Investment FAQs
Lee Ainslie first purchased Roku, Inc. (ROKU) in Q3 2019, acquiring 911 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Roku, Inc. (ROKU) for 25 quarters since Q3 2019. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's largest addition to Roku, Inc. (ROKU) was in Q1 2020, adding 55,327 shares worth $4.84 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 31,117 shares of Roku, Inc. (ROKU), valued at approximately $3.12 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Roku, Inc. (ROKU) represents approximately 0.04% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie's peak holding in Roku, Inc. (ROKU) was 55,921 shares, as reported at the end of Q2 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.