LongROKUJun 2026
Roku Inc.
Fox agreed to acquire Roku for $96.00 in cash plus 0.9693 Fox Class A shares for each Roku share. The transaction values Roku at approximately $22 billion. The position is an…
ROKU
Which hedge funds are long ROKU?
1 published idea on Roku Inc. across 1 fund — 1 long and 0 short.
Roku hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Roku: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.