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Polymer Capital Management (US) LLC: ROKU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Polymer Capital Management (US) LLC on ROKU, newest first. How the timeline and the estimate are built.

Polymer Capital Management (US) LLC held 28,608 ROKU shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 28,608 shares
    Change vs previous 13F +28,608 shares

    0.59% of the 13F portfolio, value $3,951,909.

    13F-HR 0001973324-26-000009 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -12,856 shares

    13F-HR 0001973324-26-000007 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  3. period ended2025-12-31
    13F 12,856 shares
    Change vs previous 13F +1,481 shares

    0.18% of the 13F portfolio, value $1,394,747.

    13F-HR 0001973324-26-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 11,375 shares
    Change vs previous 13F +11,375 shares

    0.15% of the 13F portfolio, value $1,138,979.

    13F-HR 0001973324-25-000011 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 0 shares
    Change vs previous 13F -8,158 shares

    13F-HR 0001641447-25-000003 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

    Exited: the 13F for this period no longer lists the position.

  6. period ended2025-03-31
    13F 8,158 shares
    Change vs previous 13F not available

    0.17% of the 13F portfolio, value $574,650.

    13F-HR 0001973324-25-000006 filed by Polymer Capital Management (US) LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).