NFLX
Netflix Inc
8 super-investors hold NFLX worth a combined $1.92B. The largest position: Josh Tarasoff at 7.8% of their portfolio. This quarter the cohort logged 2 buys and 0 sells on the name. Cohort Conviction Score: 43 — ranked #93 of 724 scored stocks. Conviction rising: 2 more super-investors hold it than in 2025Q4.
Why super-investors own NFLX
Cohort interest in NFLX is in a clear upswing: owner count has jumped from a single holder just seven quarters ago to 8 as of 2026Q1, with Christopher Bloomstran and Josh Tarasoff both initiating positions this quarter. Thomas Russo carries the largest dollar stake at $539M, while Tarasoff's fresh 7.8% allocation makes it his highest-conviction bet in the cohort. Bill Nygren holds the largest absolute position at $948M, representing 1.3% of his portfolio. The pattern here is notable — no one trimmed or exited, and two new names stepped in, suggesting the cohort's appetite is expanding rather than consolidating around legacy holders. Combined exposure now stands at $1.9B across eight managers.
AI-synthesized from 13F filings. Not investment advice.
Cohort owners over time
2017Q1 → 2026Q1How many of the cohort members held this stock each quarter.
Owners (8) · click any column to sort
| #↑ | Manager | % Port. | History | Value | Shares |
|---|---|---|---|---|---|
| 1 | Bill Nygren | 1.3% | 35q | $948M | 9,859,773 |
| 2 | Thomas Russo | 6.3% | 16q | $539M | 5,610,666 |
| 3 | Chase Coleman | 1.0% | 23q | $235M | 2,439,000 |
| 4 | Joel Greenblatt | 0.1% | 40q | $166M | 1,726,375 |
| 5 | Josh Tarasoff | 7.8% | 18q | $27M | 279,480 |
| 6 | Polen Capital Management | 0.1% | 21q | $8M | 83,285 |
| 7 | First Pacific Advisors | <0.1% | 30q | $2M | 16,400 |
| 8 | Christopher Bloomstran | <0.1% | — 1q | $287K | 2,980 |
- 1Bill Nygrenport1.3%val$948M9,859,773 sh·35q held
- 2Thomas Russoport6.3%val$539M5,610,666 sh·16q held
- 3Chase Colemanport1.0%val$235M2,439,000 sh·23q held
- 4Joel Greenblattport0.1%val$166M1,726,375 sh·40q held
- 5Josh Tarasoffport7.8%val$27M279,480 sh·18q held
- 6Polen Capital Managementport0.1%val$8M83,285 sh·21q held
- 7First Pacific Advisorsport<0.1%val$2M16,400 sh·30q held
- 8Christopher Bloomstranport<0.1%val$287K2,980 sh·—1q held
Owners of NFLX also hold
Recent activity (2)
| Manager | Move | % Port. | Δ Shares | Value | Filed |
|---|---|---|---|---|---|
| Christopher Bloomstran | NEW | <0.1% | +100% | $287K | May 15, 2026 |
| Josh Tarasoff | NEW | 7.8% | +100% | $27M | May 11, 2026 |
Long US equity 13F-HR filings only. CUSIP 64110L106. Not investment advice.