Netflix Inc. (NFLX)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:4
Ownership rank:135
% of all portfolios:0.139%
Hold Price * :$494.04
History Portfolio Manager Activity Share change % change to portfolio ▼
Q1  2024
≡ Steven Romick - FPA Crescent Fund Reduce 20.03% 17,152 0.17
Q4  2023
≡ Polen Capital Management Reduce 36.60% 2,356,049 2.77
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.14% 36,513 0.18
≡ Steven Romick - FPA Crescent Fund Reduce 19.83% 21,174 0.17
≡ Lee Ainslie - Maverick Capital Buy 8,252 0.08
Q3  2023
≡ Lee Ainslie - Maverick Capital Sell 100.00% 206,421 1.94
≡ Viking Global Investors Sell 100.00% 630,865 1.14
≡ Steven Romick - FPA Crescent Fund Reduce 37.88% 65,118 0.43
≡ Polen Capital Management Reduce 2.58% 170,759 0.17
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 14,270 0.06
Q2  2023
≡ Ruane Cunniff - Sequoia Fund Sell 100.00% 225,165 2.63
≡ Viking Global Investors Buy 630,865 1.14
≡ Thomas Russo - Gardner Russo & Quinn Add 10.34% 110,142 0.48
≡ Polen Capital Management Reduce 5.03% 350,214 0.38
≡ Lee Ainslie - Maverick Capital Reduce 15.14% 36,825 0.35
≡ Steven Romick - FPA Crescent Fund Reduce 14.38% 28,873 0.21
Q1  2023
≡ Josh Tarasoff - Greenlea Lane Capital Sell 100.00% 30,070 9.45
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 574,000 4.15
≡ Lee Ainslie - Maverick Capital Reduce 19.40% 58,565 0.52
≡ Steven Romick - FPA Crescent Fund Reduce 15.88% 37,918 0.23
≡ Thomas Gayner - Markel Asset Management Sell 100.00% 43,000 0.17
≡ Polen Capital Management Add 0.40% 27,777 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.46% 4,960 0.02
Q4  2022
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 68.63% 65,785 20.67
≡ Bill Nygren - Oakmark Select Fund Reduce 41.73% 411,000 2.97
≡ Ruane Cunniff - Sequoia Fund Reduce 54.71% 272,047 2.75
≡ Thomas Russo - Gardner Russo & Quinn Add 13.79% 129,761 0.42
≡ Lee Ainslie - Maverick Capital Reduce 14.25% 50,150 0.36
≡ Polen Capital Management Reduce 5.48% 401,980 0.35
Q3  2022
≡ Lee Ainslie - Maverick Capital Buy 351,961 1.87
≡ Ruane Cunniff - Sequoia Fund Reduce 30.13% 214,363 1.78
≡ Polen Capital Management Add 53.93% 2,569,072 1.70
≡ Bill Nygren - Oakmark Select Fund Reduce 18.95% 230,300 1.35
≡ Thomas Russo - Gardner Russo & Quinn Add 80.63% 419,960 1.20
≡ David Tepper - Appaloosa Management Sell 100.00% 50,000 0.55
≡ Steven Romick - FPA Crescent Fund Reduce 17.58% 50,916 0.23
Q2  2022
≡ Bill Ackman - Pershing Square Capital Management Sell 100.00% 3,109,965 11.21
≡ Bill Nygren - Oakmark Select Fund Add 89.56% 574,200 2.40
≡ Lee Ainslie - Maverick Capital Sell 100.00% 320,400 2.15
≡ Josh Tarasoff - Greenlea Lane Capital Add 45.84% 30,130 2.10
≡ Ruane Cunniff - Sequoia Fund Add 46.29% 225,165 1.22
≡ Thomas Russo - Gardner Russo & Quinn Buy 520,842 1.02
≡ David Tepper - Appaloosa Management Buy 50,000 0.55
≡ Polen Capital Management Reduce 4.84% 242,171 0.11
≡ Thomas Gayner - Markel Asset Management Buy 43,000 0.11
≡ Steven Romick - FPA Crescent Fund Add 6.58% 17,887 0.06
Q1  2022
≡ Bill Ackman - Pershing Square Capital Management Buy 3,109,965 11.21
≡ Josh Tarasoff - Greenlea Lane Capital Add 44.09% 20,112 2.10
≡ Ruane Cunniff - Sequoia Fund Add 80.75% 217,309 2.01
≡ John Armitage - Egerton Capital Sell 100.00% 660,464 1.86
≡ Polen Capital Management Add 85.74% 2,310,617 1.69
≡ Bill Nygren - Oakmark Select Fund Add 52.79% 221,500 1.69
≡ Chase Coleman - Tiger Global Management Sell 100.00% 1,086,490 1.42
≡ Steven Romick - FPA Crescent Fund Add 538.05% 229,145 1.28
≡ Lee Ainslie - Maverick Capital Reduce 24.35% 103,142 0.69
Q4  2021
≡ Viking Global Investors Sell 100.00% 410,913 0.70
≡ Bill Nygren - Oakmark Select Fund Reduce 10.65% 50,000 0.56
≡ Josh Tarasoff - Greenlea Lane Capital Add 5.07% 2,200 0.43
≡ Lee Ainslie - Maverick Capital Add 15.31% 56,234 0.41
≡ Steven Romick - FPA Crescent Fund Buy 42,588 0.35
≡ Ruane Cunniff - Sequoia Fund Reduce 4.41% 12,404 0.15
≡ Polen Capital Management Add 3.05% 79,772 0.08
≡ John Armitage - Egerton Capital Reduce 1.89% 12,696 0.04
Q3  2021
≡ John Armitage - Egerton Capital Reduce 55.19% 829,231 2.40
≡ Viking Global Investors Reduce 53.23% 467,631 0.80
≡ David Tepper - Appaloosa Management Sell 100.00% 65,500 0.72
≡ Steven Romick - FPA Crescent Fund Sell 100.00% 72,931 0.50
≡ Polen Capital Management Add 7.21% 175,827 0.20
≡ Lee Ainslie - Maverick Capital Add 2.59% 9,256 0.06
≡ Bill Nygren - Oakmark Select Fund Reduce 0.09% 400 0.00
≡ Thomas Gayner - Markel Asset Management Sell 100.00% 430 0.00
Q2  2021
≡ Stephen Mandel - Lone Pine Capital Sell 100.00% 1,828,120 3.46
≡ Josh Tarasoff - Greenlea Lane Capital Add 23.08% 8,140 1.29
≡ Bill Nygren - Oakmark Select Fund Add 34.44% 120,400 1.25
≡ Steven Romick - FPA Crescent Fund Buy 72,931 0.50
≡ David Tepper - Appaloosa Management Reduce 39.07% 42,000 0.46
≡ Ruane Cunniff - Sequoia Fund Add 13.17% 32,760 0.36
≡ Lee Ainslie - Maverick Capital Reduce 11.79% 47,858 0.24
≡ Viking Global Investors Add 17.13% 128,487 0.21
≡ John Armitage - Egerton Capital Reduce 2.62% 40,435 0.11
≡ Polen Capital Management Add 3.94% 92,497 0.09
≡ Chase Coleman - Tiger Global Management Add 2.86% 30,200 0.03
≡ Torray Funds Sell 100.00% 386 0.03
≡ Thomas Gayner - Markel Asset Management Buy 430 0.00
Q1  2021
≡ Polen Capital Management Buy 2,346,817 2.75
≡ Stephen Mandel - Lone Pine Capital Reduce 25.45% 624,000 1.18
≡ Bill Miller - Miller Value Partners Sell 100.00% 65,266 1.18
≡ Viking Global Investors Buy 750,057 1.17
≡ Lee Ainslie - Maverick Capital Add 40.16% 116,306 0.57
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 2.60% 942 0.21
≡ David Tepper - Appaloosa Management Reduce 15.35% 19,500 0.15
≡ John Armitage - Egerton Capital Add 1.97% 29,770 0.08
Q4  2020
≡ Ruane Cunniff - Sequoia Fund Buy 248,745 3.17
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 22.48% 10,500 2.13
≡ John Armitage - Egerton Capital Add 61.38% 575,464 1.76
≡ Bill Miller - Miller Value Partners Buy 65,266 1.18
≡ Chase Coleman - Tiger Global Management Reduce 31.90% 494,710 0.68
≡ Stephen Mandel - Lone Pine Capital Add 8.92% 200,897 0.39
≡ Lee Ainslie - Maverick Capital Reduce 2.24% 6,650 0.06
≡ David Tepper - Appaloosa Management Reduce 3.42% 4,500 0.04

* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.