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RGA Investment Advisors, an investment management company, has released its second-quarter 2025 investor letter. A copy of the letter can be downloaded here. The second quarter-end figures concealed the inherent volatility in the market, which began with a steep sell-off and ended with clarity around global trade that changed the environment for evaluating enterprises. In addition, you can check the fund’s top 5 holdings to determine its best picks for 2025.
In its second-quarter 2025 investor letter, RGA Investment Advisors highlighted stocks such as Roku, Inc. (NASDAQ:ROKU). Headquartered in San Jose, California, Roku, Inc. (NASDAQ:ROKU) is a TV streaming platform. The one-month return of Roku, Inc. (NASDAQ:ROKU) was -1.53%, and its shares gained 45.72% of their value over the last 52 weeks. On August 15, 2025, Roku, Inc. (NASDAQ:ROKU) stock closed at $90.29 per share with a market capitalization of $13.303 billion.
RGA Investment Advisors stated the following regarding Roku, Inc. (NASDAQ:ROKU) in its second quarter 2025 investor letter:
“Roku, Inc. (NASDAQ:ROKU) has been a wild ride for us. We first bought shares in late 2018, sold a few times along the way, but held onto a sizable position throughout the rollercoaster. We certainly learned some lessons about ourselves and our willingness to hold high valuations in order to spread a sizable tax hit over years (note: we will never tax derange ourselves into holdings through a valuation grind down again, as the market has a wicked way of reducing tax obligations as you wait). During the tariff crash, we meaningfully increased our position yet again.
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