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NFLX - NETFLIX INC

This page shows which of the focused investors we track hold NFLX and how their positions changed, so you can see how much conviction the group has in the stock.

In Q2 2021 it was held by 12 managers with an aggregate reported value of $4.96B, which is 0.40% of the combined portfolio.

As of Q2 2021, 12 tracked institutional managers held NFLX (NETFLIX INC) with an aggregate reported value of $4.96B0.40% of the combined AlphaBaseline portfolio.

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Source
Curated SEC 13F filings
Period
Q2 2021
Ticker
NFLX

13F data is delayed and excludes shorts/non-13F assets.

Holders

1Polen Capital Management - Polen Capital Management2.47%Add +3.9%2,439,314$1.29B
2Bill Nygren - Oakmark Funds1.63%Add +31.1%1,937,531$1.02B
3John Armitage - Egerton Capital3.95%Reduce -2.6%1,502,391$793.58M
4Chase Coleman - Tiger Global Management1.07%Add +2.9%1,086,490$573.9M
5Viking Global Investors - Viking Global Investors1.41%Add +17.1%878,544$464.06M
6Ruane Cunniff LP - Ruane Cunniff LP3.75%Add +15.3%800,054$422.6M
7Lee Ainslie - Maverick Capital1.78%Reduce -11.8%358,052$189.13M
8Stanley Druckenmiller - Duquesne Family Office LLC2.61%New172,215$90.97M
9First Pacific Advisors - First Pacific Advisors0.70%Add +4081.6%106,044$56.01M
10David Tepper - Appaloosa Management0.72%Reduce -39.1%65,500$34.6M
11Josh Tarasoff - Greenlea Lane Capital6.88%Add +23.1%43,413$22.93M
12Thomas Gayner - Markel Asset Management0.00%New430$227K
Loading holder history for NFLX