COM
NFLX
NETFLIX INC.
Holdings as of 2026-06-30Filed 2026-08-14Updated 2026-10-22
View original evidence ↗Consensus15.7/100↑ 1Current quarter score · 2026 Q2
Investors holding4
New positions1
Increased0
Decreased2
Exited1
Holdings by investor
↓ CSV↔ Scroll table
| Investor | Portfolio weight | Shares | Shares Δ | Change | Filed | Evidence |
|---|---|---|---|---|---|---|
| Bill AckmanPershing Square | 4.80%— pp | 13,081,465 | — | Not comparable | 2026-08-14 | SEC filing |
| Terry Smith / FundsmithFundsmith | 3.66%+3.7 pp | 6,990,345 | — | New | 2026-08-14 | SEC filing |
| Philippe LaffontCoatue Management | 0.69%-1.6 pp | 4,710,420 | -31.7% | Decreased | 2026-08-14 | SEC filing |
| Soros Fund ManagementSoros Fund Management | 0.05%-0.0 pp | 46,451 | -3.0% | Decreased | 2026-08-14 | SEC filing |
| Chase ColemanTiger Global | 0.00%-1.0 pp | 0 | -100.0% | Exited | 2026-08-14 | SEC filing |
Ownership over time
All 20 quarters
| Quarter | Investors holding |
|---|---|
| 2026 Q2 | 4 |
| 2026 Q1 | 3 |
| 2025 Q4 | 2 |
| 2025 Q3 | 3 |
| 2025 Q2 | 1 |
| 2025 Q1 | 2 |
| 2024 Q4 | 2 |
| 2024 Q3 | 2 |
| 2024 Q2 | 2 |
| 2024 Q1 | 1 |
| 2023 Q4 | 1 |
| 2023 Q3 | 1 |
| 2023 Q2 | 2 |
| 2023 Q1 | 2 |
| 2022 Q4 | 1 |
| 2022 Q3 | 1 |
| 2022 Q2 | 2 |
| 2022 Q1 | 3 |
| 2021 Q4 | 2 |
| 2021 Q3 | 3 |
Inside the Consensus Score
breadth7.5 / 30
conviction1.2 / 20
activity2.7 / 20
trend2.4 / 15
persistence1.9 / 15
Original sources
Public commentary is shown only when a dated, verified original is available.
Pershing SquareOfficial SEC filing
Soros Fund ManagementOfficial SEC filing
Coatue ManagementOfficial SEC filing
Tiger GlobalOfficial SEC filing
FundsmithOfficial SEC filing
Advanced · SEC data & downloads
CUSIP 64110L106 · COM
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Original information table · XML/data
Pershing Square · 13F-HR · SEC filing · TXT
Fundsmith · 13F-HR · SEC filing · TXT
Coatue Management · 13F-HR · SEC filing · TXT
Soros Fund Management · 13F-HR · SEC filing · TXT
Tiger Global · 13F-HR · SEC filing · TXT
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