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NFLX: insider buying, 13F holders, analyst moves
Netflix Inc.
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SEC Form 13F · Q2 2026
15 of our 100 managers hold NFLX
Combined reported value $3.59B; 3 sold out since Q1 2026.
Holders among our 100 managers: 10 in Q3 2023, 15 in Q2 2026.
| Manager | Value | % of portfolio | Change vs Q1 2026 |
|---|---|---|---|
| SRS Investment | $1.08B | 10.15% | Unchanged |
| Pershing Square | $934.0M | 4.80% | New |
| Fundsmith | $499.1M | 3.66% | New |
| Gardner Russo & Quinn | $407.7M | 4.57% | Added |
| Coatue Management | $336.3M | 0.69% | Trimmed |
| Tudor Investment | $191.0M | 0.79% | Added |
| Southpoint Capital Advisors | $107.1M | 2.44% | Trimmed |
| Weitz Investment | $10.5M | 0.73% | New |
| Polen Capital | $4.9M | 0.04% | Trimmed |
| Eagle Capital | $4.3M | 0.01% | Trimmed |
| Soros Fund Management | $3.3M | 0.04% | Trimmed |
| Markel Group | $2.9M | 0.02% | New |
| First Pacific Advisors | $1.2M | 0.01% | Unchanged |
| Ruane, Cunniff & Goldfarb | $578K | 0.01% | Unchanged |
| Semper Augustus Investments Group | $213K | 0.02% | Unchanged |
Important information
Facts from public SEC filings, shown for information only. Not a recommendation. Not individualized investment advice. Gulfstream Capital and its clients may hold positions in securities shown.