FRED ALGER MANAGEMENT, LLC

CIK

3520

City

NEW YORK

State / Country

NY

Stock

ROKU — Roku, Inc

Top Portfolio Positions

437 positions · $21,427,486,155 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio	Open
NVDA	Nvidia Corp Technology	16,381,918	$2,857,006,498	13.33%
MSFT	Microsoft Corp Technology	4,986,013	$1,845,672,431	8.61%
AMZN	Amazon Com Inc Consumer Cyclical	7,153,123	$1,489,780,927	6.95%
AAPL	Apple Inc. Technology	4,636,913	$1,176,802,149	5.49%
META	Meta Platforms, Inc. Communication Services	1,779,598	$1,018,161,403	4.75%
NBIS	Nebius Group N.V. Communication Services	9,599,306	$996,023,990	4.65%
AVGO	Broadcom Inc. Technology	2,949,411	$912,872,198	4.26%
WDC	Western Digital Corp Technology	2,659,835	$719,458,769	3.36%
TSLA	Tesla, Inc. Consumer Cyclical	1,825,663	$678,690,220	3.17%
APP	AppLovin Corp Communication Services	1,173,040	$466,869,920	2.18%

Portfolio Trend

25 quarters · across all stocks

Holdings in ROKU

Compact Export CSV

Shares Held

Position Value (USD)

12 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$150,552,058	1,591,123	+11.9%	Shares	Sole	2026-05-15
2025-12-31	$154,212,025	1,421,440	+7087.7%	Shares	Sole	2026-02-17
2025-09-30	$1,980,170	19,776	-85.4%	Shares	Sole	2025-11-14
2022-06-30	$11,115,841	135,328	-81.5%	Shares	Sole	2022-08-15
2021-12-31	$166,595,812	730,043	-2.4%	Shares	Sole	2022-02-14
2021-09-30	$234,452,856	748,214	-10.2%	Shares	Sole	2021-11-15
2021-06-30	$382,564,435	833,020	+228.1%	Shares	Sole	2021-08-16
2021-03-31	$82,705,836	253,878	-9.3%	Shares	Sole	2021-05-17
2020-12-31	$92,979,212	280,041	-13.1%	Shares	Sole	2021-02-16
2020-09-30	$60,865,910	322,383	+20.5%	Shares	Sole	2020-11-13
2020-06-30	$31,171,891	267,501	+619.3%	Shares	Sole	2020-08-14
2020-03-31	$3,253,293	37,189	—	Shares	Sole	2020-05-19
No 13F history on record for this holder in this stock.