ValuationViz

NFLX fund manager activity

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

Q4 2025

ManagerActivitySharesValue% of portfolioFiled
Philippe Laffont - Coatue ManagementAdded10,861,355$1,018,360,6452.55%May 15, 2026
First Pacific AdvisorsAdded16,400$1,537,6640.02%Feb 17, 2026
Ken Fisher - Fisher Asset ManagementAdded20,490,399$1,921,179,9330.66%Feb 9, 2026
Jeremy Grantham - GMOAdded32,529$3,049,9190.01%Feb 17, 2026
Thomas Russo - Gardner Russo & QuinnAdded5,004,765$469,246,7665.07%Feb 12, 2026
Joel Greenblatt - Gotham Asset ManagementAdded357,369$33,506,9170.12%Feb 17, 2026
Lee Ainslie - Maverick CapitalNew50,797$4,762,7270.05%Feb 13, 2026
Bill Nygren - Oakmark FundsAdded32,540$3,050,9500.00%Feb 17, 2026
Polen Capital ManagementTrimmed173,797$16,295,1750.07%Feb 12, 2026
Ruane Cunniff LPAdded5,220$489,4270.01%Feb 13, 2026
Chase Coleman - Tiger Global ManagementAdded2,439,000$228,680,6400.77%Feb 17, 2026
Viking Global InvestorsSold out——0.00%Feb 17, 2026
Alex Sacerdote - Whale Rock Capital ManagementSold out——0.00%Feb 17, 2026

Q3 2025

ManagerActivitySharesValue% of portfolioFiled
Philippe Laffont - Coatue ManagementNo change618,735$741,813,7661.82%Nov 14, 2025
First Pacific AdvisorsTrimmed1,640$1,966,2290.03%Nov 13, 2025
Ken Fisher - Fisher Asset ManagementAdded2,033,875$2,438,454,5990.88%Nov 12, 2025
Jeremy Grantham - GMOTrimmed2,751$3,298,2290.01%Nov 13, 2025
Thomas Russo - Gardner Russo & QuinnTrimmed514,425$616,754,4216.61%Nov 12, 2025
Joel Greenblatt - Gotham Asset ManagementAdded32,655$39,150,7330.17%Nov 14, 2025
Bill Nygren - Oakmark FundsAdded3,236$3,879,7050.01%Nov 14, 2025
Polen Capital ManagementTrimmed478,880$574,138,8711.86%Nov 12, 2025
Ruane Cunniff LPTrimmed604$724,1480.01%Nov 14, 2025
Chase Coleman - Tiger Global ManagementNew201,900$242,061,9480.75%Nov 14, 2025
Viking Global InvestorsNew500,812$600,433,5231.56%Nov 14, 2025
Alex Sacerdote - Whale Rock Capital ManagementTrimmed230,719$276,613,6233.26%Nov 14, 2025

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