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 2026 it was held by 11 managers with an aggregate reported value of $2.67B, which is 0.23% of the combined portfolio.
As of Q2 2026, 11 tracked institutional managers held NFLX (NETFLIX INC.) with an aggregate reported value of $2.67B — 0.23% of the combined AlphaBaseline portfolio.
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- Source
- Curated SEC 13F filings
- Period
- Q2 2026
- Ticker
- NFLX
13F data is delayed and excludes shorts/non-13F assets.
Holders
| 1 | Bill Ackman - Pershing Square Capital Management | 4.80% | New | 13,081,465 | $934.02M |
| 2 | Bill Nygren - Oakmark Funds | 1.05% | Add +11.7% | 11,014,943 | $786.47M |
| 3 | Terry Smith - Fundsmith | 3.66% | New | 6,990,345 | $499.11M |
| 4 | Thomas Russo - Gardner Russo & Quinn | 4.57% | Add +1.8% | 5,710,088 | $407.7M |
| 5 | Josh Tarasoff - Greenlea Lane Capital | 5.41% | Reduce -1.3% | 275,835 | $19.69M |
| 6 | Wallace Weitz - Weitz Investment Management | 0.73% | New | 147,200 | $10.51M |
| 7 | Polen Capital Management - Polen Capital Management | 0.04% | Reduce -18.2% | 68,139 | $4.87M |
| 8 | Thomas Gayner - Markel Asset Management | 0.02% | New | 40,000 | $2.86M |
| 9 | First Pacific Advisors - First Pacific Advisors | 0.01% | - | 16,400 | $1.17M |
| 10 | Ruane Cunniff LP - Ruane Cunniff LP | 0.01% | - | 8,091 | $577.7K |
| 11 | Christopher Bloomstran - Semper Augustus | 0.02% | - | 2,980 | $212.77K |
Loading holder history for NFLX…