SEC 13F Intelligence

Firsthand Capital Management, Inc. / ROKU

Firsthand Capital Management, Inc.’s Roku Inc Position

Does Firsthand Capital Management, Inc. own Roku Inc (ROKU)? Yes — 70.0K shares worth $7M (+14.13% of its 13F portfolio) as of Q1 2026, down from 75.0K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
70.0K
% of Portfolio
+14.13%
Quarters Held
29
currently held

Position History ROKU

Reported value by quarter
Q1 ’19: $17MQ1 ’19Q2 ’19: $24MQ3 ’19: $24MQ4 ’19: $32MQ1 ’20: $21MQ1 ’20Q2 ’20: $28MQ3 ’20: $45MQ4 ’20: $80MQ1 ’21: $78MQ1 ’21Q2 ’21: $110MQ3 ’21: $75MQ4 ’21: $55MQ1 ’22: $30MQ1 ’22Q2 ’22: $20MQ3 ’22: $14MQ4 ’22: $10MQ1 ’23: $14MQ1 ’23Q2 ’23: $12MQ3 ’23: $7MQ4 ’23: $7MQ1 ’24: $5MQ1 ’24Q2 ’24: $13,636Q3 ’24: $6MQ4 ’24: $6MQ1 ’25: $5MQ1 ’25Q2 ’25: $7MQ3 ’25: $8MQ4 ’25: $8MQ1 ’26: $7MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202670.0K$7M+14.13%
Q4 202575.0K$8M+15.11%
Q3 202575.0K$8M+12.61%
Q2 202575.0K$7M+11.86%
Q1 202575.0K$5M+12.80%
Q4 202475.0K$6M+11.60%
Q3 202475.0K$6M+11.05%
Q2 2024350$13,636+0.03%
Q1 202475.0K$5M+7.96%
Q4 2023190.0K$7M+10.17%
Q3 2023100.0K$7M+10.18%
Q2 2023190.0K$12M+14.59%
Q1 2023210.0K$14M+15.01%
Q4 2022241.0K$10M+11.45%
Q3 2022241.0K$14M+12.38%
Q2 2022240.0K$20M+17.03%
Q1 2022240.0K$30M+15.63%
Q4 2021240.0K$55M+20.85%
Q3 2021240.0K$75M+22.45%
Q2 2021240.0K$110M+27.63%
Q1 2021240.0K$78M+21.90%
Q4 2020240.0K$80M+21.66%
Q3 2020240.0K$45M+18.00%
Q2 2020240.0K$28M+12.79%
Q1 2020240.0K$21M+16.65%
Q4 2019240.0K$32M+12.52%
Q3 2019240.0K$24M+9.86%
Q2 2019260.0K$24M+9.07%
Q1 2019260.0K$17M+6.25%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Firsthand Capital Management, Inc.’s full portfolio or all institutional holders of ROKU.