SEC 13F Intelligence

Capelight Capital Asset Management LP / ROKU

Capelight Capital Asset Management LP’s Roku Inc Position

Does Capelight Capital Asset Management LP own Roku Inc (ROKU)? Yes — 40.0K shares worth $4M (+2.82% of its 13F portfolio) as of Q1 2026.

Position Value
$4M
Q1 2026
Shares
40.0K
% of Portfolio
+2.82%
Quarters Held
2
currently held

Position History ROKU

Reported value by quarter
Q4 ’25: $4MQ4 ’25Q1 ’26: $4MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202640.0K$4M+2.82%
Q4 202540.0K$4M+3.44%

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