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TREMBLANT CAPITAL GROUP: ROKU position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of TREMBLANT CAPITAL GROUP on ROKU, newest first. How the timeline and the estimate are built.

TREMBLANT CAPITAL GROUP held 283,003 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 283,003 shares
    Change vs previous 13F -678,217 shares

    1.12% of the 13F portfolio, value $39,094,034.

    13F-HR 0001214659-26-010338 filed by TREMBLANT CAPITAL GROUP
    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 961,220 shares
    Change vs previous 13F -28,898 shares

    2.93% of the 13F portfolio, value $90,950,636.

    13F-HR 0001214659-26-006414 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 990,118 shares
    Change vs previous 13F +607,727 shares

    2.74% of the 13F portfolio, value $107,417,902.

    13F-HR 0001214659-26-001896 filed by TREMBLANT CAPITAL GROUP
    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 382,391 shares
    Change vs previous 13F -162,657 shares

    3.95% of the 13F portfolio, value $38,288,811.

    13F-HR 0001214659-25-016493 filed by TREMBLANT CAPITAL GROUP
    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 545,048 shares
    Change vs previous 13F +166,130 shares

    4.63% of the 13F portfolio, value $47,904,269.

    13F-HR 0001214659-25-012118 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 378,918 shares
    Change vs previous 13F -202,465 shares

    3.27% of the 13F portfolio, value $26,690,984.

    13F-HR 0001214659-25-007796 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 581,383 shares
    Change vs previous 13F not available

    4.53% of the 13F portfolio, value $43,220,012.

    13F-HR 0001214659-25-002775 filed by TREMBLANT CAPITAL GROUP
    Filed (acceptance time not in the bulk data set), ingested

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