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ROKU · GOOG 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.

ROKUGOOG
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
  • GOOG
0204060202120222023202420252026
Holders and value by quarter
QuarterROKUGOOG
Q3 202018 holders, $4.1bn47 holders, $73.8bn
Q4 202020 holders, $7.6bn48 holders, $88.6bn
Q1 202123 holders, $9.0bn42 holders, $102bn
Q2 202126 holders, $12.4bn42 holders, $122bn
Q3 202119 holders, $7.2bn44 holders, $128bn
Q4 202118 holders, $6.3bn48 holders, $138bn
Q1 202217 holders, $4.1bn48 holders, $125bn
Q2 20229 holders, $2.6bn46 holders, $93.3bn
Q3 202212 holders, $1.6bn46 holders, $79.3bn
Q4 202211 holders, $1.1bn46 holders, $62.7bn
Q1 202314 holders, $2.0bn48 holders, $65.5bn
Q2 202315 holders, $1.9bn43 holders, $75.1bn
Q3 202315 holders, $2.5bn45 holders, $81.6bn
Q4 202316 holders, $3.4bn45 holders, $82.8bn
Q1 202413 holders, $2.1bn46 holders, $83.4bn
Q2 202412 holders, $2.0bn45 holders, $98.4bn
Q3 202414 holders, $2.7bn48 holders, $86.1bn
Q4 202414 holders, $2.9bn49 holders, $94.5bn
Q1 202518 holders, $2.7bn53 holders, $72.6bn
Q2 202523 holders, $3.5bn50 holders, $77.5bn
Q3 202526 holders, $4.6bn49 holders, $107bn
Q4 202532 holders, $4.5bn54 holders, $152bn
Q1 202622 holders, $3.5bn56 holders, $148bn
Q2 202624 holders, $3.3bn53 holders, $194bn
ROKU

Roku Inc

Holders
22
Reported value
$3.5bn
Buyers
18
Sellers
27

Breadth -9 among 91 comparable managers.

Communications and mediaConsumer and digital platforms · L3VLUP
GOOG

Alphabet Inc

Holders
56
Reported value
$148bn
Buyers
25
Sellers
34

Breadth -9 among 91 comparable managers.

UnclassifiedCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q1 2026

Among the 60 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only ROKU (4)

Davidson Kempner Capital Management LP, Freestone Grove Partners LP, Holocene Advisors LP, Two Sigma Investments LP

Only GOOG (38)

AllianceBernstein LP, Appaloosa LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Baupost Group LLC, Berkshire Hathaway Inc, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Element Capital Management LLC, ExodusPoint Capital Management LP, Farallon Capital Management LLC, First Eagle Investment Management LLC, GAMCO Investors Inc, Harris Associates LP, Invesco Ltd, Jane Street Group LLC, Markel Group Inc, MFS Investment Management, and 13 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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