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RGA Investment Advisors LLC's investment thesis on Roku, Inc. ($ROKU) — Q2 2025 | Buyside Digest

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$ROKUNASDAQRoku, Inc.

BULL

RGA Investment Advisors LLC—ROKU

Fund Letter

Q2 2025

Published June 30, 2025

View Fund Profile

$149.86USD

-3.7% vs last month

$88.27Pitched

+69.8% since pitch

Market Cap$22.2B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

Technical Chart

From the Fund Letter

RGAIA navigated an extremely volatile Q2 2025 marked by trade war fears and market uncertainty by leaning into conviction with active portfolio management. The fund made...

— Jason Gilbert

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