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ROKU · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

ROKUAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • ROKU
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterROKUAMZN
Q3 202018 holders, $4.1bn63 holders, $195bn
Q4 202020 holders, $7.6bn65 holders, $198bn
Q1 202123 holders, $9.0bn65 holders, $193bn
Q2 202126 holders, $12.4bn66 holders, $221bn
Q3 202119 holders, $7.2bn59 holders, $199bn
Q4 202118 holders, $6.3bn66 holders, $209bn
Q1 202217 holders, $4.1bn66 holders, $201bn
Q2 20229 holders, $2.6bn58 holders, $125bn
Q3 202212 holders, $1.6bn60 holders, $136bn
Q4 202211 holders, $1.1bn56 holders, $93.6bn
Q1 202314 holders, $2.0bn61 holders, $112bn
Q2 202315 holders, $1.9bn64 holders, $144bn
Q3 202315 holders, $2.5bn65 holders, $141bn
Q4 202316 holders, $3.4bn69 holders, $172bn
Q1 202413 holders, $2.1bn69 holders, $209bn
Q2 202412 holders, $2.0bn70 holders, $224bn
Q3 202414 holders, $2.7bn62 holders, $206bn
Q4 202414 holders, $2.9bn68 holders, $250bn
Q1 202518 holders, $2.7bn70 holders, $218bn
Q2 202523 holders, $3.5bn71 holders, $253bn
Q3 202526 holders, $4.6bn69 holders, $244bn
Q4 202532 holders, $4.5bn74 holders, $280bn
Q1 202622 holders, $3.5bn70 holders, $261bn
Q2 202624 holders, $3.3bn72 holders, $305bn
ROKU

Roku Inc

Holders
32
Reported value
$4.5bn
Buyers
23
Sellers
19

Breadth +4 among 92 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP
AMZN

Amazon Com Inc

Holders
74
Reported value
$280bn
Buyers
45
Sellers
28

Breadth +17 among 92 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2025

Among the 76 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ROKU (2)

First Eagle Investment Management LLC, PDT Partners LLC

Only AMZN (44)

AllianceBernstein LP, Altimeter Capital Management LP, Appaloosa LP, Baillie Gifford & Co, Baupost Group LLC, Berkshire Hathaway Inc, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, Citadel Advisors LLC, Coatue Management LLC, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, GAMCO Investors Inc, Glenview Capital Management LLC, Harris Associates LP, Invesco Ltd, Janus Henderson Group Ltd, Light Street Capital Management LLC, Lone Pine Capital LLC, and 19 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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