SEC 13F Intelligence

Amova Asset Management Americas, Inc. / ROKU

Amova Asset Management Americas, Inc.’s Roku Inc Position

Does Amova Asset Management Americas, Inc. own Roku Inc (ROKU)? Yes — 1.85M shares worth $175M (+2.47% of its 13F portfolio) as of Q1 2026, down from 2.94M shares the prior filed quarter.

Position Value
$175M
Q1 2026
Shares
1.85M
% of Portfolio
+2.47%
Quarters Held
27
currently held

Position History ROKU

Reported value by quarter
Q3 ’19: $19MQ3 ’19Q4 ’19: $75MQ1 ’20: $235MQ2 ’20: $221MQ3 ’20: $429MQ3 ’20Q4 ’20: $815MQ1 ’21: $708MQ2 ’21: $1.0BQ3 ’21: $772MQ3 ’21Q4 ’21: $816MQ1 ’22: $544MQ2 ’22: $462MQ3 ’22: $401MQ3 ’22Q4 ’22: $306MQ1 ’23: $469MQ2 ’23: $454MQ3 ’23: $439MQ3 ’23Q4 ’23: $517MQ1 ’24: $462MQ2 ’24: $399MQ3 ’24: $464MQ3 ’24Q4 ’24: $398MQ1 ’25: $318MQ2 ’25: $390MQ3 ’25: $367MQ3 ’25Q4 ’25: $319MQ1 ’26: $175Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.85M$175M+2.47%
Q4 20252.94M$319M+3.68%
Q3 20253.66M$367M+3.55%
Q2 20254.44M$390M+3.89%
Q1 20254.51M$318M+4.10%
Q4 20245.36M$398M+4.31%
Q3 20246.21M$464M+5.25%
Q2 20246.66M$399M+4.60%
Q1 20247.09M$462M+4.59%
Q4 20235.64M$517M+4.97%
Q3 20236.23M$439M+5.25%
Q2 20237.10M$454M+4.78%
Q1 20237.24M$469M+5.40%
Q4 20227.51M$306M+4.40%
Q3 20227.07M$401M+5.13%
Q2 20225.66M$462M+5.71%
Q1 20224.32M$544M+4.00%
Q4 20213.60M$816M+4.29%
Q3 20212.46M$772M+3.31%
Q2 20212.21M$1.0B+3.97%
Q1 20212.17M$708M+3.47%
Q4 20202.45M$815M+4.63%
Q3 20202.24M$429M+3.80%
Q2 20201.91M$221M+2.90%
Q1 20202.68M$235M+2.20%
Q4 2019562.1K$75M+1.19%
Q3 2019182.0K$19M+0.33%

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