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ROKUROKU
18 quarters

Position history for Hudson Bay Capital Management LPHudson Bay Capital Management LP's holdings in ROKU INC

Yes. Hudson Bay Capital holds 465,000 shares of ROKU, worth $64.2M, as of its Q2 2026 13F filing. It increased the position from 15,595 shares in Q1 2026. Hudson Bay Capital has held ROKU since Q1 2025, across 6 quarterly 13F filings. ROKU is 0.2% of Hudson Bay Capital's reported 13F portfolio.

Current Value

$64.2M

Current Shares

465,000

Total Value Change

+$60M

Total Shares Change

+433,000

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
465,000
+2881.7%
$64.2M0.2%$138.14
57
2026-Q1
Decreased
15,595
-95.2%
$1.5M0.0%$94.07
0
2025-Q4
Decreased
323,326
-2.5%
$35.1M0.1%$110.82
0
2025-Q3
Decreased
331,614
-13.6%
$33.2M0.1%$100.08
0
2025-Q2
Increased
384,000
+1417.2%
$33.7M0.1%$86.94
56
2025-Q1
New
25,310
-
$1.8M0.0%$72.49
36
2024-Q4
Exited
0
-100.0%
$00.0%$74.89
0
2024-Q3
New
30,596
-
$2.3M0.0%$74.41
36
2024-Q2
Exited
0
-100.0%
$00.0%$59.93
0
2024-Q1
New
25,000
-
$1.6M0.0%$65.17
35
2022-Q3
Exited
0
-100.0%
$00.0%$56.78
0
2022-Q2
New
70,000
-
$5.8M0.0%$87.11
37
2022-Q1
Exited
0
-100.0%
$00.0%$129.95
0
2021-Q4
New
5,000
-
$1.1M0.0%$236.20
35
2020-Q3
Exited
0
-100.0%
$00.0%$187.87
0
2020-Q2
New
15,000
-
$1.7M0.0%$115.05
36
2020-Q1
Exited
0
-100.0%
$00.0%$89.61
0
2019-Q4
New
32,000
-
$4.3M0.1%$131.60
37

Other major holders of ROKU: FMR LLC, ARK Investment Management LLC

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