ValuationViz

NFLX fund manager activity

Netflix, Inc · Nasdaq. Reported by 33 tracked fund managers in their 13F filings, Q2 2013 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Philippe Laffont - Coatue ManagementTrimmed4,710,420$336,323,9880.69%Aug 14, 2026
First Pacific AdvisorsNo change16,400$1,170,9600.01%Aug 14, 2026
Ken Fisher - Fisher Asset ManagementAdded20,415,312$1,457,653,3530.43%Aug 4, 2026
Terry Smith - FundsmithNew6,990,345$499,110,6333.66%Aug 14, 2026
Jeremy Grantham - GMOAdded10,350,004$738,990,4131.66%Aug 13, 2026
Thomas Russo - Gardner Russo & QuinnAdded5,710,088$407,700,2834.57%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementAdded618,766$44,179,8920.10%Aug 14, 2026
Josh Tarasoff - Greenlea Lane CapitalTrimmed275,835$19,694,6195.41%Aug 14, 2026
Thomas Gayner - Markel GroupNew40,000$2,856,0000.02%Jul 31, 2026
Bill Nygren - Oakmark FundsAdded11,014,943$786,466,9111.05%Aug 14, 2026
Polen Capital ManagementTrimmed68,139$4,865,1590.04%Aug 4, 2026
Ruane Cunniff LPNo change8,091$577,6970.01%Aug 14, 2026
Christopher Bloomstran - Semper AugustusNo change2,980$212,7720.02%Aug 14, 2026
Chase Coleman - Tiger Global ManagementSold out——0.00%Aug 14, 2026
Wallace Weitz - Weitz Investment ManagementNew147,200$10,510,0800.73%Aug 12, 2026
Alex Sacerdote - Whale Rock Capital ManagementSold out——0.00%Aug 14, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Philippe Laffont - Coatue ManagementTrimmed6,893,560$662,815,7942.28%May 15, 2026
First Pacific AdvisorsNo change16,400$1,576,8600.02%May 14, 2026
Ken Fisher - Fisher Asset ManagementTrimmed20,336,474$1,955,352,1250.66%May 5, 2026
Jeremy Grantham - GMOAdded4,049,031$389,314,4861.00%May 14, 2026
Thomas Russo - Gardner Russo & QuinnAdded5,610,666$539,465,5366.35%May 13, 2026
Joel Greenblatt - Gotham Asset ManagementAdded517,412$49,749,1640.15%May 15, 2026
Josh Tarasoff - Greenlea Lane CapitalNew279,480$26,872,0027.80%May 11, 2026
Lee Ainslie - Maverick CapitalSold out——0.00%May 15, 2026
Bill Nygren - Oakmark FundsAdded9,859,773$948,017,1791.27%May 15, 2026
Polen Capital ManagementTrimmed83,285$8,007,8900.06%May 14, 2026
Ruane Cunniff LPAdded8,091$777,9500.01%May 15, 2026
Christopher Bloomstran - Semper AugustusNew2,980$286,5270.03%May 15, 2026
Chase Coleman - Tiger Global ManagementNo change2,439,000$234,509,8501.03%May 15, 2026
Alex Sacerdote - Whale Rock Capital ManagementNew131,960$12,687,9540.16%May 15, 2026

Older quarters