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Which hedge funds own NFLX? NETFLIX INC., Q2 2026 13F holders

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139 tracked hedge funds disclosed a position in NFLX (NETFLIX INC.) in their Q2 2026 13F filings, worth $9.9bn in total. The largest holder by portfolio weight is SRS Investment Management, LLC at 10.1% of its book. 22 opened a new position this quarter: Bancreek Capital Management, LP, Pershing Square Capital Management, L.P., Verde Servicos Internacionais S.A., Fundsmith (Terry Smith). 52 exited: Owlhouse Capital LP, Long Walk Management LP, Morgens Waterfall Vintiadis & Co Inc.

139
Holders
Tracked managers whose filing for the quarter reports a long equity position in the security.
22
New this quarter
Holders whose previous filing (at most two quarters earlier) did not report the security.
52
Exited this quarter
Tracked managers whose previous filing reported the security and whose filing for the quarter does not.
$1.8bn
Inflow, new holders
Combined value of the positions the new holders reported for the quarter.
$1.1bn
Outflow, exits
Combined value the exiting managers reported for the security in their previous filing.
$9.9bn
Combined value
Sum of the holders' reported positions in the security.
11.2%
Share of managers holding
Holders as a share of tracked managers filing for that quarter. Comparable across the 2024 coverage expansion, where the raw holder count is not.

Holders, Q2 2026

139 rows
SRS Investment Management, LLC Hedge fund10.1%$1.1bn15.18m0.0%held
Ogborne Capital Management, LLC Hedge fund9.8%$21.4m300,000−20%reduced
Tenzing Global Management, LLC Hedge fund9.8%$11.6m162,500+30%added
Gobi Capital LLC Hedge fund7.6%$149m2.08m+0.6%added
Sycale Advisors (NY) LLC Hedge fund6.9%$15.5m217,673+57%added
Venator Management LLC Hedge fund6.7%$29.9m418,675+8.3%added
Consulta Ltd Hedge fund6.6%$182m2.55m+70%added
Bowie Capital Management, LLC Hedge fund6.5%$132m1.84m+60%added
Bancreek Capital Management, LP Hedge fund6.4%$1.7m23,579–new
Greenlea Lane Capital Management, LLC Hedge fund5.4%$19.7m275,835−1.3%reduced
Pershing Square Capital Management, L.P. Hedge fund4.8%$934m13.08m–new
Gardner Russo & Quinn (Tom Russo) Long-only investor4.6%$408m5.71m+1.8%added
Verde Servicos Internacionais S.A. Hedge fund4.4%$12.1m168,998–new
Crake Asset Management LLP Hedge fund4.3%$181m2.54m+281%added
Fundsmith (Terry Smith) Long-only investor3.7%$499m6.99m–new
Nightview Capital, LLC Hedge fund3.6%$4.9m68,0420.0%held
Helios Capital Management Pte. Ltd Hedge fund3.6%$3.6m51,0000.0%held
Fundsmith Investment Services Ltd. Hedge fund3.5%$156m2.19m–new
Audent Global Asset Management, LLC Hedge fund3.3%$3.0m41,706−11%reduced
Crestwood Capital Management, L.P. Hedge fund3.2%$4.8m67,494−46%reduced
ThornTree Capital Partners LP Hedge fund2.9%$21.5m300,8100.0%held
Saber Capital Managment, LLC Hedge fund2.6%$3.6m50,507+23%added
Southpoint Capital Advisors LP Hedge fund2.4%$107m1.50m−25%reduced
Twin Tree Management, LP Hedge fund2.2%$14.4m202,050+2847%added
MYDA Advisors LLC Hedge fund2.1%$8.6m120,000+150%added
Alta Park Capital, LP Hedge fund2.1%$22.1m309,505−38%reduced
Sentinel Dome Partners, LLC Hedge fund1.9%$2.6m37,000−8.6%reduced
Aquatic Capital Management LLC Hedge fund1.9%$56.1m785,172–new
Selkirk Management LLC Hedge fund1.7%$4.8m67,300−27%reduced
Archon Partners LLC Hedge fund1.6%$14.7m205,500−2.4%reduced
Manchester Global Management (UK) Ltd Hedge fund1.5%$13.2m185,5000.0%held
Sands Capital Long-only investor1.4%$381m5.34m−43%reduced
Compass Rose Asset Management, LP Hedge fund1.4%$5.0m70,000–new
Atika Capital Management LLC Hedge fund1.3%$12.9m180,0000.0%held
Hyperion Capital Advisors LP Hedge fund1.3%$2.8m39,516−48%reduced
Crystal Rock Capital Management Hedge fund1.2%$2.4m34,2500.0%held
CenterBook Partners LP Hedge fund1.2%$25.4m355,147+1609%added
Lombard Odier Asset Management (USA) Corp Hedge fund1.2%$1.4m19,0000.0%held
Cunning Capital Partners, LP Hedge fund1.2%$2.9m39,9700.0%held
Parallax Volatility Advisers, L.P. Hedge fund1.1%$30.5m426,514+14%added
Alight Capital Management LP Hedge fund1.1%$6.8m95,500−22%reduced
One River Asset Management, LLC Hedge fund1.1%$228k3,190+19%added
Sirios Capital Management L P Hedge fund1.1%$8.6m121,116–new
Baillie Gifford Long-only investor1.0%$1.2bn16.17m−26%reduced
Jupiter Asset Management Ltd Hedge fund1.0%$203m2.81m+140%added
Intercapital, LLC Hedge fund1.0%$2.3m32,000–new
Hudson Bay Capital Management LP Hedge fund1.0%$205m2.87m−37%reduced
Quinn Opportunity Partners LLC Hedge fund0.9%$19.7m276,603−67%reduced
Westerly Capital Management, LLC Hedge fund0.9%$5.0m70,000–new
Corient IA LP Hedge fund0.8%$921k12,9000.0%held