NFLX

Netflix Inc

10 super-investor ownerscombined $2.02Blargest position 5.4%

2 NEW1 EXIT

10 of the 83 super-investors we track hold NFLX, worth a combined $2.02B per their latest 13F filings. The largest position: Josh Tarasoff at 5.4% of their portfolio. This quarter the cohort logged 2 buys and 1 sell on the name. Conviction score: 39 of 100 (how strongly the cohort backs it) — ranked #128 of 742 stocks. The stock is up 13.9x since a tracked investor first held it at conviction size (Q1 2014 or earlier). Conviction rising: 2 more super-investors hold it than in 2026Q1.

Held through it: Chase Coleman (20q straight), Josh Tarasoff (17q straight), Polen Capital Management (21q straight) and 14 more. All multibaggers the cohort held →

Share𝕏 in

Why super-investors own NFLX

NFLX is held by 10 super-investors in our cohort, with a combined position value of $2.0B. The highest-conviction owner is Josh Tarasoff at 5.4% of their portfolio. Cohort ownership has grown from 7 to 10 over the last four quarters — net interest is rising. This quarter the cohort registered 2 new positions, 1 exited.

AI-synthesized from 13F filings. Not investment advice.

Cohort owners over time

2016Q3 → 2026Q2

How many of the cohort members held this stock each quarter.

Now: 10

Peak: 13

Owners (10) · click any column to sort

#↑	Manager	% Port.	History	Value	Shares
1	Bill Nygren	1.0%	36q	$786M	11,014,943
2	Joel Greenblatt	0.4%	40q	$631M	8,842,099
3	Thomas Russo	4.6%	17q	$408M	5,710,088
4	Terry Smith	3.5%	— 1q	$156M	2,186,945
5	Josh Tarasoff	5.4%	19q	$20M	275,835
6	Wallace Weitz	0.7%	— 1q	$11M	147,200
7	Polen Capital Management	<0.1%	22q	$5M	68,139
8	Thomas Gayner	<0.1%	5q	$3M	40,000
9	First Pacific Advisors	<0.1%	31q	$1M	16,400
10	Christopher Bloomstran	<0.1%	2q	$213K	2,980