RGA Investment Advisors has released its Q2 2025 investor letter, noting market volatility and global trade impacts. The letter highlights top holdings like Roku, Inc. (NASDAQ: ROKU), with a 1-month return of -1.53% and a market cap of $13.303 billion. Roku (ROKU) stock closed at $90.29 per share on August 15, 2025.

In its investor letter, RGA Investment Advisors discussed its experience with Roku, Inc. (NASDAQ: ROKU), noting lessons learned and positions taken during market fluctuations. The company increased its position during the tariff crash. Roku (ROKU) stock surged 10.43% due to an Amazon deal.

Roku, Inc. (NASDAQ: ROKU) is not among the 30 most popular stocks among hedge funds, with 56 portfolios holding it at the end of Q1. Despite potential, RGA believes other AI stocks offer better upside. Another article covers stocks investors are quickly selling, while hedge fund investor letters for Q2 2025 are available for further insights.

Read more at Yahoo Finance: Is Roku (ROKU) on an Accelerating Growth Trajectory?