Netflix Inc. (NFLX)

Sector:Consumer Discretionary
Super Investor Stats:
Ownership count:4
Ownership rank:139
% of all portfolios:0.162%
Hold Price * :$891.32
History Portfolio Manager Activity ▼ Share change % change to portfolio
Q4  2024
≡ Viking Global Investors Add 145.05% 297,317 0.86
≡ Polen Capital Management Reduce 9.43% 180,005 0.43
≡ Thomas Russo - Gardner Russo & Quinn Reduce 13.54% 99,065 1.00
≡ Lee Ainslie - Maverick Capital Reduce 49.58% 50,901 0.82
≡ Steven Romick - FPA Crescent Fund Sell 100.00% 29,040 0.32
Q3  2024
≡ Lee Ainslie - Maverick Capital Add 17941.48% 102,087 1.41
≡ Thomas Russo - Gardner Russo & Quinn Reduce 6.42% 50,224 0.37
≡ Polen Capital Management Reduce 9.98% 211,461 0.39
≡ Steven Romick - FPA Crescent Fund Reduce 50.69% 29,853 0.33
≡ Viking Global Investors Reduce 78.03% 727,886 1.88
Q2  2024
≡ Viking Global Investors Buy 932,867 2.42
≡ Thomas Russo - Gardner Russo & Quinn Reduce 10.53% 92,013 0.66
≡ Steven Romick - FPA Crescent Fund Reduce 13.99% 9,576 0.10
≡ Polen Capital Management Reduce 44.80% 1,719,982 2.91
≡ Lee Ainslie - Maverick Capital Reduce 85.64% 3,394 0.06
Q1  2024
≡ Polen Capital Management Reduce 5.93% 241,896 0.34
≡ Steven Romick - FPA Crescent Fund Reduce 20.03% 17,152 0.17
≡ Thomas Russo - Gardner Russo & Quinn Reduce 22.30% 250,887 1.56
≡ Lee Ainslie - Maverick Capital Reduce 51.98% 4,289 0.05
Q4  2023
≡ Lee Ainslie - Maverick Capital Buy 8,252 0.08
≡ Thomas Russo - Gardner Russo & Quinn Reduce 3.14% 36,513 0.18
≡ Steven Romick - FPA Crescent Fund Reduce 19.83% 21,174 0.17
≡ Polen Capital Management Reduce 36.60% 2,356,049 2.77
Q3  2023
≡ Thomas Russo - Gardner Russo & Quinn Reduce 1.21% 14,270 0.06
≡ Polen Capital Management Reduce 2.58% 170,759 0.17
≡ Steven Romick - FPA Crescent Fund Reduce 37.88% 65,118 0.43
≡ Lee Ainslie - Maverick Capital Sell 100.00% 206,421 1.94
≡ Viking Global Investors Sell 100.00% 630,865 1.14
Q2  2023
≡ Thomas Russo - Gardner Russo & Quinn Add 10.34% 110,142 0.48
≡ Viking Global Investors Buy 630,865 1.14
≡ Polen Capital Management Reduce 5.03% 350,214 0.38
≡ Steven Romick - FPA Crescent Fund Reduce 14.38% 28,873 0.21
≡ Lee Ainslie - Maverick Capital Reduce 15.14% 36,825 0.35
≡ Ruane Cunniff - Sequoia Fund Sell 100.00% 225,165 2.63
Q1  2023
≡ Polen Capital Management Add 0.40% 27,777 0.03
≡ Thomas Russo - Gardner Russo & Quinn Reduce 0.46% 4,960 0.02
≡ Steven Romick - FPA Crescent Fund Reduce 15.88% 37,918 0.23
≡ Lee Ainslie - Maverick Capital Reduce 19.40% 58,565 0.52
≡ Josh Tarasoff - Greenlea Lane Capital Sell 100.00% 30,070 9.45
≡ Bill Nygren - Oakmark Select Fund Sell 100.00% 574,000 4.15
≡ Thomas Gayner - Markel Group Sell 100.00% 43,000 0.17
Q4  2022
≡ Thomas Russo - Gardner Russo & Quinn Add 13.79% 129,761 0.42
≡ Polen Capital Management Reduce 5.48% 401,980 0.35
≡ Lee Ainslie - Maverick Capital Reduce 14.25% 50,150 0.36
≡ Bill Nygren - Oakmark Select Fund Reduce 41.73% 411,000 2.97
≡ Ruane Cunniff - Sequoia Fund Reduce 54.71% 272,047 2.75
≡ Josh Tarasoff - Greenlea Lane Capital Reduce 68.63% 65,785 20.67
Q3  2022
≡ Thomas Russo - Gardner Russo & Quinn Add 80.63% 419,960 1.20
≡ Polen Capital Management Add 53.93% 2,569,072 1.70
≡ Lee Ainslie - Maverick Capital Buy 351,961 1.87
≡ Steven Romick - FPA Crescent Fund Reduce 17.58% 50,916 0.23
≡ Bill Nygren - Oakmark Select Fund Reduce 18.95% 230,300 1.35
≡ Ruane Cunniff - Sequoia Fund Reduce 30.13% 214,363 1.78
≡ David Tepper - Appaloosa Management Sell 100.00% 50,000 0.55
Q2  2022
≡ Bill Nygren - Oakmark Select Fund Add 89.56% 574,200 2.40
≡ Ruane Cunniff - Sequoia Fund Add 46.29% 225,165 1.22
≡ Josh Tarasoff - Greenlea Lane Capital Add 45.84% 30,130 2.10
≡ Steven Romick - FPA Crescent Fund Add 6.58% 17,887 0.06
≡ Thomas Russo - Gardner Russo & Quinn Buy 520,842 1.02
≡ David Tepper - Appaloosa Management Buy 50,000 0.55
≡ Thomas Gayner - Markel Group Buy 43,000 0.11
≡ Polen Capital Management Reduce 4.84% 242,171 0.11
≡ Bill Ackman - Pershing Square Capital Management Sell 100.00% 3,109,965 11.21
≡ Lee Ainslie - Maverick Capital Sell 100.00% 320,400 2.15
Q1  2022
≡ Steven Romick - FPA Crescent Fund Add 538.05% 229,145 1.28
≡ Polen Capital Management Add 85.74% 2,310,617 1.69
≡ Ruane Cunniff - Sequoia Fund Add 80.75% 217,309 2.01
≡ Bill Nygren - Oakmark Select Fund Add 52.79% 221,500 1.69
≡ Josh Tarasoff - Greenlea Lane Capital Add 44.09% 20,112 2.10
≡ Bill Ackman - Pershing Square Capital Management Buy 3,109,965 11.21
≡ Lee Ainslie - Maverick Capital Reduce 24.35% 103,142 0.69
≡ John Armitage - Egerton Capital Sell 100.00% 660,464 1.86
≡ Chase Coleman - Tiger Global Management Sell 100.00% 1,086,490 1.42
Q4  2021
≡ Lee Ainslie - Maverick Capital Add 15.31% 56,234 0.41
≡ Josh Tarasoff - Greenlea Lane Capital Add 5.07% 2,200 0.43
≡ Polen Capital Management Add 3.05% 79,772 0.08
≡ Steven Romick - FPA Crescent Fund Buy 42,588 0.35
≡ John Armitage - Egerton Capital Reduce 1.89% 12,696 0.04
≡ Ruane Cunniff - Sequoia Fund Reduce 4.41% 12,404 0.15
≡ Bill Nygren - Oakmark Select Fund Reduce 10.65% 50,000 0.56
≡ Viking Global Investors Sell 100.00% 410,913 0.70
Q3  2021
≡ 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
≡ Viking Global Investors Reduce 53.23% 467,631 0.80
≡ John Armitage - Egerton Capital Reduce 55.19% 829,231 2.40
≡ David Tepper - Appaloosa Management Sell 100.00% 65,500 0.72
≡ Steven Romick - FPA Crescent Fund Sell 100.00% 72,931 0.50
≡ Thomas Gayner - Markel Group Sell 100.00% 430 0.00
Q2  2021
≡ Bill Nygren - Oakmark Select Fund Add 34.44% 120,400 1.25
≡ Josh Tarasoff - Greenlea Lane Capital Add 23.08% 8,140 1.29
≡ Viking Global Investors Add 17.13% 128,487 0.21
≡ Ruane Cunniff - Sequoia Fund Add 13.17% 32,760 0.36
≡ Polen Capital Management Add 3.94% 92,497 0.09
≡ Chase Coleman - Tiger Global Management Add 2.86% 30,200 0.03
≡ Steven Romick - FPA Crescent Fund Buy 72,931 0.50
≡ Thomas Gayner - Markel Group Buy 430 0.00
≡ John Armitage - Egerton Capital Reduce 2.62% 40,435 0.11
≡ Lee Ainslie - Maverick Capital Reduce 11.79% 47,858 0.24
≡ David Tepper - Appaloosa Management Reduce 39.07% 42,000 0.46

* "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.