Roku

Makes Roku streaming sticks and the software built into many TVs.

Owns it

What the manager says

In short: Its TV software is the starting screen for many U.S. homes, letting it earn from guiding viewers.

Share of the fund

Not disclosed

Named in

Sep 30, 2026 factsheet

More about Roku

This fund doesn’t file the government report, so share counts aren’t public.

Not investment advice. Holdings come from public SEC reports and the funds’ own letters, and can be up to 4½ months old. How this works