8-quarter activity
Distinct managers buying or selling NFLX each quarter — last 2 years.
Ownership breadth · 8 quarters
Breadth flatThe number of superinvestors holding this name has been stable for 8 quarters. See the most-owned names across all tracked managers →
Multi-quarter conviction
Managers who have been moving the same direction on NFLX for 2+ consecutive quarters. Streaks matter far more than single-quarter moves — they reveal thesis conviction, not reactive trading.
Smart money activity
Every tracked 13F move on NFLX — grouped by quarter, ranked by manager quality.
| Portfolio manager | % portfolio |
|---|---|
Lee AinslieElite Maverick Capital | 3.40% |
Chase ColemanElite Tiger Global Management | 0.80% |
Joel GreenblattElite Gotham Asset Management | 0.10% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 2.90% |
Oakmark Funds | 4.00% |
Andreas HalvorsenElite Viking Global Investors | 0.00% |
Polen CapitalElite Polen Capital Management | 0.10% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 1.60% |
Chase ColemanElite Tiger Global Management | 0.70% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
Oakmark Funds | 3.60% |
Polen CapitalElite Polen Capital Management | 1.90% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 3.20% |
| Portfolio manager | % portfolio |
|---|---|
Oakmark Funds | 3.40% |
Andreas HalvorsenElite Viking Global Investors | 0.00% |
Polen CapitalElite Polen Capital Management | 3.40% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 2.20% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
Polen CapitalElite Polen Capital Management | 2.60% |
Tom SlaterElite Baillie Gifford (Long Term Global Growth) | 3.30% |
Oakmark Funds | 0.00% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 1.40% |
Joel GreenblattElite Gotham Asset Management | 0.30% |
Polen CapitalElite Polen Capital Management | 4.20% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 0.50% |
Polen CapitalElite Polen Capital Management | 3.50% |
| Portfolio manager | % portfolio |
|---|---|
Andreas HalvorsenElite Viking Global Investors | 2.40% |
Joel GreenblattElite Gotham Asset Management | 0.20% |
Polen CapitalElite Polen Capital Management | 3.60% |
Oakmark Funds | 0.00% |
Insider activity
What the company's own executives and directors are doing — buys are highly bullish.
| Insider | Value |
|---|---|
Ted Sarandos Co-CEO | $10.01M |
Latest news
Recent headlines for NFLX — context for the moves above.
Who’s betting biggest on NFLX
Each bar is one manager’s position size in NFLX as a % of their portfolio. Longer bar = bigger conviction bet. T1 badge marks the highest-quality track records.
AI thesis
An AI-synthesised investment thesis for NFLX, based on the 13F data above. Generated on demand — not stored or pre-computed.
Generate a 2-paragraph investment thesis synthesising 3 institutional holdings and the 0 conviction score.
Related smart-money signals
- 1.DISThe Walt Disney Company+1
- 2.CMCSAComcast-2
- 3.LBTYKLiberty Global Class C-4
- 4.WBDWarner Bros. Discovery-4
- 5.SPOTSpotify-8
- 1.GOOGLAlphabet3 shared owners-22
- 2.NVDANVIDIA2 shared owners+16
- 3.MSFTMicrosoft2 shared owners+2
- 4.METAMeta Platforms2 shared owners-4
The HoldLens signal dossier shows the unified −100..+100 ConvictionScore alongside live prices, multi-quarter trend detection, insider activity, and real-time news. Not investment advice. Methodology.