Lee Ainslie's ROKU Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 45,571 shares of Roku, Inc. (ROKU) worth $4.94 M, representing 0.05% of the portfolio. First purchased in 2019-Q3, this long-term strategic position has been held for 21 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 Q2 2020, reducing 55,327 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +14,454 | Add 46.45% | 45,571 | $108.49 |
| Q3 2025 | -13,731 | Reduce 30.62% | 31,117 | $100.13 |
| Q2 2025 | +27,263 | Add 155.04% | 44,848 | $87.89 |
| Q1 2025 | +407 | Add 2.37% | 17,585 | $70.44 |
| Q4 2024 | -12,425 | Reduce 41.97% | 17,178 | $74.34 |
| Q3 2024 | -26,318 | Reduce 47.06% | 29,603 | $74.66 |
| Q2 2024 | +33,643 | Add 151.01% | 55,921 | $59.93 |
| Q1 2024 | +22,278 | New Buy | 22,278 | $65.17 |
| Q3 2023 | -5,961 | Sold Out | 0 | $0.00 |
| Q2 2023 | -12,439 | Reduce 67.60% | 5,961 | $63.96 |
| Q1 2023 | +18,400 | New Buy | 18,400 | $65.82 |
| Q1 2022 | -184 | Sold Out | 0 | $0.00 |
| Q4 2021 | +58 | Add 46.03% | 184 | $228.26 |
| Q3 2021 | +75 | Add 147.06% | 126 | $309.52 |
| Q2 2021 | +51 | New Buy | 51 | $450.98 |
| Q4 2020 | -2,841 | Sold Out | 0 | $0.00 |
| Q3 2020 | +2,841 | New Buy | 2,841 | $188.67 |
| Q2 2020 | -55,327 | Sold Out | 0 | $0.00 |
| Q1 2020 | +51,265 | Add 1262.06% | 55,327 | $87.48 |
| Q4 2019 | +3,151 | Add 345.88% | 4,062 | $133.92 |
| Q3 2019 | +911 | New Buy | 911 | $102.09 |
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 21 quarters since Q3 2019.
Lee Ainslie's largest addition to Roku, Inc. (ROKU) was in Q1 2020, adding 55,327 shares worth $4.84 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 45,571 shares of Roku, Inc. (ROKU), valued at approximately $4.94 M.
As of the Q4 2025 filing, Roku, Inc. (ROKU) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Roku, Inc. (ROKU) was 55,921 shares, as reported at the end of Q2 2024.