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 · all sizes

13 shown · all sizes · open ticker or manager

ticker	action	manager	Δ weight	detail	period
14 Aug 8
NFLX	New	Bill Ackman - Pershing Square	+4.80%	opened 4.8%	Q1→Q2
NFLX	New	Terry Smith - Fundsmith	+3.66%	opened 3.7%	Q1→Q2
NFLX	Exit	Chase Coleman - Tiger Global Management	−1.03%	was 1.0%	Q1→Q2
NFLX	Exit	Alex Sacerdote - Whale Rock Capital Management	−0.16%	was 0.16%	Q1→Q2
NFLX	Add	Rule One Partners	−32.46%	+5.2% sh	Q1→Q2
NFLX	Add	Bill Nygren / Oakmark - Harris Associates L P	−0.22%	+11.7% sh	Q1→Q2
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
13 Aug 1
NFLX	Add	Thomas Russo - Gardner Russo & Quinn	−1.78%	+1.8% sh	Q1→Q2
12 Aug 1
NFLX	New	Wallace Weitz - Weitz Investment Management	+0.73%	opened 0.73%	Q1→Q2
11 Aug 1
NFLX	Exit	Murray Stahl - Horizon Kinetics Asset Management	0.00%	was <0.01%	Q1→Q2
4 Aug 1
NFLX	Reduce	Polen Capital Management	−0.01%	−18.2% sh	Q1→Q2
31 Jul 1
NFLX	New	Thomas Gayner - Markel Group	+0.02%	opened 0.02%	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