Artisan Partners Limited Partnership

CIK

1466153

City

Milwaukee

State / Country

WI

Stock

ROKU — Roku, Inc

Top Portfolio Positions

318 positions · $61,599,783,329 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
ACGL	Arch Capital Group Ltd. Financial Services	22,666,011	$2,175,710,395	3.53%
BNY	Bank of New York Mellon Corp Financial Services	15,475,573	$1,835,867,224	2.98%
SCHW	Schwab Charles Corp Financial Services	17,451,048	$1,640,049,491	2.66%
GOOGL	Alphabet Inc. Communication Services	5,620,213	$1,616,148,450	2.62%
ELV	Elevance Health, Inc. Healthcare	5,127,175	$1,500,980,481	2.44%
AXP	American Express Co Financial Services	4,593,883	$1,389,557,729	2.26%
META	Meta Platforms, Inc. Communication Services	2,342,672	$1,340,312,931	2.18%
C	Citigroup Inc Financial Services	11,497,962	$1,303,983,870	2.12%
GRMN	Garmin Ltd Technology	5,519,637	$1,280,610,980	2.08%
BRK-B	Berkshire Hathaway Inc Financial Services	2,605,656	$1,248,630,355	2.03%

Portfolio Trend

25 quarters · across all stocks

Holdings in ROKU

Compact Export CSV

Shares Held

Position Value (USD)

10 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2025-12-31	$62,668,814	577,646	+3.9%	Shares	Sole	2026-02-17
2025-09-30	$55,659,563	555,873	+2.3%	Shares	Sole	2025-11-12
2022-03-31	$68,051,800	543,241	-41.8%	Shares	Sole	2022-05-13
2021-12-31	$212,967,878	933,251	+26.2%	Shares	Sole	2022-02-11
2021-09-30	$231,784,054	739,697	-4.6%	Shares	Sole	2021-11-12
2021-06-30	$356,017,948	775,216	+12.3%	Shares	Sole	2021-08-12
2021-03-31	$224,807,361	690,080	-4.2%	Shares	Sole	2021-05-11
2020-12-31	$239,041,451	719,961	-4.0%	Shares	Sole	2021-02-10
2020-09-30	$141,630,019	750,159	+81.9%	Shares	Sole	2020-11-12
2020-06-30	$48,056,972	412,400	—	Shares	Sole	2020-08-12
No 13F history on record for this holder in this stock.