← Top Holdings

ROKUROKU INC

CUSIP: 77543R102

3

Guru Owners

$19.2M

Total Value Held

952,847

Total Shares

$18.4M
0.08%
$775K
0.01%

📊 Fundamentals

Market Cap$20.9B
P/E Ratio103.8x
Above market avg
Forward P/E38.3x
P/FCF30.8x
EPS (TTM)$1.36
Revenue (TTM)$5.0B
Profit Margin4.06%
Beta2.01

52-Week Range

$78.53
$148.88

Current: $141.21

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 103.8x trailing earnings → 38.3x forward · 4.1% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$27.1M$54.3M$81.4M$108.5MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

Quarter-by-Quarter Activity

Q1 '263 owners · $19.2M
REDUCEDRay Dalio$18.4M
INCREASEDLee Ainslie$775K
Q4 '253 owners · $91.3M
INCREASEDRay Dalio$23.1M
INCREASEDLee Ainslie$4.9M
Q3 '253 owners · $106.4M
INCREASEDStanley Druckenmiller$82.3M
REDUCEDRay Dalio$21.0M
REDUCEDLee Ainslie$3.1M
Q2 '253 owners · $108.5M
NEWRay Dalio$7.9M
INCREASEDLee Ainslie$3.9M
Q1 '252 owners · $1.3M
Q4 '241 owners · $1.3M
REDUCEDLee Ainslie$1.3M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
13%analyst est. 12.5%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
13.7%current: 13.7%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

ROKU Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker