Netflix Inc. (NFLX)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:4
Ownership rank:126
% of all portfolios:0.144%
Hold Price * :$607.33
History Portfolio Manager Activity Share change % change to portfolio
Q1  2024
Lee Ainslie - Maverick Capital Reduce 51.98% 4,289 0.05
Thomas Russo - Gardner Russo & Quinn Reduce 22.30% 250,887 1.56
Steven Romick - FPA Crescent Fund Reduce 20.03% 17,152 0.17
Polen Capital Management Reduce 5.93% 241,896 0.34
Q4  2023
Polen Capital Management Reduce 36.60% 2,356,049 2.77
Steven Romick - FPA Crescent Fund Reduce 19.83% 21,174 0.17
Thomas Russo - Gardner Russo & Quinn Reduce 3.14% 36,513 0.18
Q3  2023
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
Viking Global Investors Sell 100.00% 630,865 1.14
Lee Ainslie - Maverick Capital Sell 100.00% 206,421 1.94
Q2  2023
Lee Ainslie - Maverick Capital Reduce 15.14% 36,825 0.35
Steven Romick - FPA Crescent Fund Reduce 14.38% 28,873 0.21
Polen Capital Management Reduce 5.03% 350,214 0.38
Ruane Cunniff - Sequoia Fund Sell 100.00% 225,165 2.63
Q1  2023
Lee Ainslie - Maverick Capital Reduce 19.40% 58,565 0.52
Steven Romick - FPA Crescent Fund Reduce 15.88% 37,918 0.23
Thomas Russo - Gardner Russo & Quinn Reduce 0.46% 4,960 0.02
Thomas Gayner - Markel Group Sell 100.00% 43,000 0.17
Bill Nygren - Oakmark Select Fund Sell 100.00% 574,000 4.15
Josh Tarasoff - Greenlea Lane Capital Sell 100.00% 30,070 9.45
Q4  2022
Josh Tarasoff - Greenlea Lane Capital Reduce 68.63% 65,785 20.67
Ruane Cunniff - Sequoia Fund Reduce 54.71% 272,047 2.75
Bill Nygren - Oakmark Select Fund Reduce 41.73% 411,000 2.97
Lee Ainslie - Maverick Capital Reduce 14.25% 50,150 0.36
Polen Capital Management Reduce 5.48% 401,980 0.35
Q3  2022
Ruane Cunniff - Sequoia Fund Reduce 30.13% 214,363 1.78
Bill Nygren - Oakmark Select Fund Reduce 18.95% 230,300 1.35
Steven Romick - FPA Crescent Fund Reduce 17.58% 50,916 0.23
David Tepper - Appaloosa Management Sell 100.00% 50,000 0.55
Q2  2022
Polen Capital Management Reduce 4.84% 242,171 0.11
Lee Ainslie - Maverick Capital Sell 100.00% 320,400 2.15
Bill Ackman - Pershing Square Capital Management Sell 100.00% 3,109,965 11.21
Q1  2022
Lee Ainslie - Maverick Capital Reduce 24.35% 103,142 0.69
Chase Coleman - Tiger Global Management Sell 100.00% 1,086,490 1.42
John Armitage - Egerton Capital Sell 100.00% 660,464 1.86
Q4  2021
Bill Nygren - Oakmark Select Fund Reduce 10.65% 50,000 0.56
Ruane Cunniff - Sequoia Fund Reduce 4.41% 12,404 0.15
John Armitage - Egerton Capital Reduce 1.89% 12,696 0.04
Viking Global Investors Sell 100.00% 410,913 0.70
Q3  2021
John Armitage - Egerton Capital Reduce 55.19% 829,231 2.40
Viking Global Investors Reduce 53.23% 467,631 0.80
Bill Nygren - Oakmark Select Fund Reduce 0.09% 400 0.00
Thomas Gayner - Markel Group Sell 100.00% 430 0.00
Steven Romick - FPA Crescent Fund Sell 100.00% 72,931 0.50
David Tepper - Appaloosa Management Sell 100.00% 65,500 0.72
Q2  2021
David Tepper - Appaloosa Management Reduce 39.07% 42,000 0.46
Lee Ainslie - Maverick Capital Reduce 11.79% 47,858 0.24
John Armitage - Egerton Capital Reduce 2.62% 40,435 0.11
Torray Funds Sell 100.00% 386 0.03
Stephen Mandel - Lone Pine Capital Sell 100.00% 1,828,120 3.46
Q1  2021
Stephen Mandel - Lone Pine Capital Reduce 25.45% 624,000 1.18
David Tepper - Appaloosa Management Reduce 15.35% 19,500 0.15
Josh Tarasoff - Greenlea Lane Capital Reduce 2.60% 942 0.21
Bill Miller - Miller Value Partners Sell 100.00% 65,266 1.18
Q4  2020
Chase Coleman - Tiger Global Management Reduce 31.90% 494,710 0.68
Josh Tarasoff - Greenlea Lane Capital Reduce 22.48% 10,500 2.13
David Tepper - Appaloosa Management Reduce 3.42% 4,500 0.04
Lee Ainslie - Maverick Capital Reduce 2.24% 6,650 0.06
Q3  2020
David Tepper - Appaloosa Management Reduce 42.83% 98,500 0.87
Lee Ainslie - Maverick Capital Reduce 36.89% 173,189 1.61
John Armitage - Egerton Capital Reduce 32.60% 453,559 1.40
Bill Nygren - Oakmark Select Fund Reduce 27.17% 130,400 1.97
Josh Tarasoff - Greenlea Lane Capital Reduce 2.69% 1,293 0.25
Viking Global Investors Sell 100.00% 356,549 0.70
Q2  2020
Viking Global Investors Reduce 86.59% 2,302,698 4.52
Stephen Mandel - Lone Pine Capital Reduce 33.39% 805,136 1.88
Bill Nygren - Oakmark Select Fund Reduce 16.67% 96,000 1.25
David Tepper - Appaloosa Management Reduce 9.80% 25,000 0.20
John Armitage - Egerton Capital Reduce 5.65% 83,340 0.28
Josh Tarasoff - Greenlea Lane Capital Reduce 4.62% 2,327 0.51
Q1  2020
Josh Tarasoff - Greenlea Lane Capital Reduce 44.84% 40,910 10.09
Lee Ainslie - Maverick Capital Reduce 43.67% 351,384 2.78
Viking Global Investors Reduce 24.72% 873,391 1.71
Stephen Mandel - Lone Pine Capital Reduce 3.28% 81,789 0.19
Q4  2019
Chase Coleman - Tiger Global Management Reduce 27.75% 595,813 1.06
Viking Global Investors Reduce 18.50% 801,931 1.21
Q3  2019
Daniel Loeb - Third Point Sell 100.00% 500,000 2.15
Q4  2018
Daniel Loeb - Third Point Sell 100.00% 1,250,000 3.27
Q3  2018
Daniel Loeb - Third Point Reduce 37.50% 750,000 1.96
Q2  2018
Lee Ainslie - Maverick Capital Sell 100.00% 56,310 0.21
Leon Cooperman Sell 100.00% 65,000 0.72
Q1  2018
Lee Ainslie - Maverick Capital Reduce 14.50% 9,550 0.04
Q2  2017
Leon Cooperman Reduce 16.34% 12,700 0.08
Q3  2016
Leon Cooperman Sell 100.00% 372,500 0.97
Q2  2015
Carl Icahn - Icahn Capital Management Sell 100.00% 9,883,482 1.84
Q1  2015
Stephen Mandel - Lone Pine Capital Sell 100.00% 5,457,529 1.14
Q3  2014
Carl Icahn - Icahn Capital Management Reduce 20.00% 2,470,867 0.47
Q2  2014
Carl Icahn - Icahn Capital Management Reduce 21.37% 3,357,844 0.55
Q1  2014
Carl Icahn - Icahn Capital Management Reduce 15.79% 2,946,706 0.45
Q4  2013
Carl Icahn - Icahn Capital Management Reduce 51.89% 20,128,563 3.47
Q2  2013
Thomas Russo - Gardner Russo & Quinn Sell 100.00% 364 0.00
Q3  2012
Stephen Mandel - Lone Pine Capital Sell 100.00% 2,526,916 0.16
Q3  2011
Stephen Mandel - Lone Pine Capital Sell 100.00% 4,475,947 1.30

* "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.