Portfolio changes · featured 13Fs

Activity

Moves in NFLX across featured managers — New / Exit / Add / Reduce.

13 managers with a move of 137 featured filed through 14 Aug managers newest 13Fs

NFLX · reduce

2 shown · signal ≥1% on Add/Reduce · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 2
NFLX	Reduce	Josh Tarasoff - Greenlea Lane Capital Management	−2.40%	−1.3% sh	Q1→Q2
NFLX	Reduce	Philippe Laffont - Coatue Management	−1.59%	−31.7% sh	Q1→Q2

As-filed 13F long equity only (options excluded). Default signal: New/Exit always Add/Reduce need |Δ weight| ≥ 1%. Managers Newest 13Fs Home