Roku, Inc. (ROKU): A Bull Case Theory
We came across a bullish thesis on Roku, Inc. on Accrued Interest’s Substack by Simeon McMillan. In this article, we will summarize the bulls’ thesis on ROKU.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bayforest Capital Theodoros Tsagaris | 3,481 | $377,654 | -33% | 0.28% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $81.14 | 11 | $892.54 | 5,764 | 2025-01-23 | Filing | |
| $63.96 | 8,000 | $511,680.00 | 8,000 | 2024-03-13 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $107.56 | 3,000 | $322,680.00 | 87,267 | 2026-01-15 | Filing | |
| $114.98 | 200 | $22,996.00 | 0 | 2026-01-12 | Filing | |
| $113.09 | 400 | $45,236.00 | 200 | 2026-01-12 | Filing | |
| $112.18 | 2,200 | $246,796.00 | 600 | 2026-01-12 | Filing | |
| $110.98 | 14,579 | $1,617,977.42 | 2,800 | 2026-01-12 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 2,969,252 | $322,134,149 | 0.19% | |
| 2. | 931,653 | $101,075,034 | 0.14% | |
| 3. | 431,311 | $46,792,928 | 0.07% | |
| 4. | 125,633 | $13,658,820 | 0.02% | |
| 5. | 61,915 | $6,730,201 | 0.01% |