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| Quarter | Letter Date | Fund Name | QTD | YTD | Tickers | Keywords/Themes | Theme Commentary | Pitches | Letter |
|---|---|---|---|---|---|---|---|---|---|
| 2025 Q2 | Aug 7, 2025 | RGA Investment Advisors | - | - | AWE LN, CRSP, FEVR LN, MTN, PTON, PYPL, ROKU, WDAY | asymmetry, balanceSheet, conviction, innovation, technology | The portfolio leans into high-conviction positions amid volatility, particularly in innovative growth businesses. Market dislocations from tariffs and macro shocks are viewed as opportunities rather than risks. Long-term value creation is driven by asymmetric setups and balance sheet strength. | MTN AWE PYPL FEVR ROKU WDAY PTON CRSP |
View |
| 2024 Q1 | May 10, 2024 | O’Keefe Stevens Advisory, Inc | 0.0% | 0.0% | BGC, BLKB, EXPI, ROKU | - | View | ||
| 2024 Q1 | Apr 20, 2024 | Saga Partners | 22.6% | 39.4% | CVNA, RDFN, ROKU | - | View | ||
| 2022 Q4 | Dec 31, 2022 | Aquamarine Fund | - | -21.0% | 1211 HK, AXP, BAC, BRK/A, CDLX, CVNA, GOOG, IEX IN, MKL, NESN SW, OXY, RACE IM, ROKU, SNOW, SQ, TSLA | - | View | ||
| 2024 Q4 | Dec 4, 2025 | Saga Partners | - | 112.2% | AMZN, BRK/A, CVNA, ROKU, TRUP, TTD, WISE LN, WMT | - | View | ||
| 2025 Q4 | Jan 21, 2026 | NCG Large Cap Growth Strategy | 1.0% | 15.3% | AAPL, AMD, GE, GHI, GOOGL, HOOD, KNSL, MDB, MSFT, NFLX, ORCL, PGR, ROKU, SAIA, SPOT | active management, growth, Outperformance, Quality, small caps, technology | The firm emphasizes investing in high-quality growth companies with proven business models and sustainable growth drivers. They note that quality factors worked against active managers in 2025, with low-quality stocks significantly outperforming high-quality names. Small cap earnings growth turned positive during 2025 and is expected to stay positive and potentially accelerate in 2026. Small caps continue to trade at a relative discount to large caps, presenting an opportunity for this discount to narrow. The firm maintains significant exposure to AI infrastructure and sees an accelerated pace of innovation happening across various industries. Their technology holdings are diversified across AI infrastructure among other areas. | View | |
| 2025 Q4 | Jan 14, 2026 | ARK Investment Management LLC | 0.0% | 0.0% | ACHR, AMD, AVAV, COIN, CRSP, DE, GH, GOOG, HOOD, KTOS, PLTR, RBLX, RKLB, ROKU, SHOP, TEM, TER, TRMB, TSLA, TWST | AI, crypto, defense, Genomics, innovation, productivity, Robotics, technology | ARK believes convergences among major platforms like AI, robotics, energy storage, public blockchain technology, and multiomics sequencing should accelerate non-farm productivity growth to 4–6% on a year-over-year basis. AI-related spending boom on data centers and power plants began in late 2022. Strong demand for AI-related chip testing and semiconductor testing across compute, networking, and memory. Robotics is identified as one of the major transformative innovation platforms that should converge with AI and other technologies to drive productivity gains. The ARK Autonomous Technology and Robotics ETF focuses on companies developing autonomous mobility, humanoid robots, and intelligent devices. Energy storage is highlighted as one of the key transformative innovation platforms that will converge with AI, robotics, blockchain, and multiomics sequencing to accelerate productivity growth and economic transformation in the coming years. ARK sees favorable policy shifts around crypto as supportive headwinds shifting into structural tailwinds for innovation. Coinbase faced challenges from weakness in crypto market trading activity, with quarterly spot trading volumes declining 9% quarter-over-quarter. The firm maintains exposure through Bitcoin ETFs and crypto-related companies. Multiomics sequencing is identified as one of the major transformative platforms. The genomics space benefited from increasingly positive sentiment following Abbott's acquisition of Exact Sciences. Companies like Guardant Health and Natera showed strong performance with significant revenue growth and clinical trial successes. Defense spending represents a significant opportunity with the U.S. Army announcing plans to purchase at least one million drones in the next 2–3 years. Companies like Kratos Defense, AeroVironment, and Rocket Lab are positioned in this space, though innovation-based defense stocks experienced broad sell-offs during the quarter. | View | |
| 2024 Q4 | Jan 28, 2025 | JDP Capital | 10.4% | 47.9% | CZR, ENDI, ROKU, SPOT, TSLA | - | View |
| Date | Pitch Type | Author | Company | Industry | Sub Industry | Bull / Bear | Stock Exchange | Keywords | Action |
|---|---|---|---|---|---|---|---|---|---|
| Feb 17, 2026 | Substack | Shareholders Unite | Roku, Inc. | Technology | Streaming Media | Bull | NASDAQ Stock Market | AI personalization, digital advertising, international expansion, market leadership, neutral stance, Roku TV OS, Strategic Partnerships, streaming platform, subscription services, The Roku Channel | View Pitch |
| Jan 8, 2026 | Fund Letters | Jason Gilbert | Roku Inc. | Communication Services | Advertising-Based Video on Demand | Bull | NASDAQ | advertising, ARPU, CTV, platform, Programmatic | View Pitch |
| Aug 8, 2025 | Seeking Alpha | The Undercovered Dozen | Roku, Inc. | Communication Services | Entertainment | Bull | NASDAQ | — | View Pitch |
| Aug 7, 2025 | Substack | The Finance Corner | Roku, Inc. | Communication Services | Entertainment | Bear | NASDAQ | — | View Pitch |
| Manager Name | Fund Name | Fund AUM | Invested Value | Portfolio Weight | Shares Owned | Shares Bought / Sold During Quarter | % Bought / Sold During Quarter | % of Shares Outstanding Owned |
|---|---|---|---|---|---|---|---|---|
| No investor data available. | ||||||||