Portfolio changes · featured 13Fs
Activity
Moves in NFLX across featured managers — New / Exit / Add / Reduce.
NFLX
11 shown · signal ≥1% on Add/Reduce · open ticker or manager
| ticker | action | manager | Δ weight | detail | period |
|---|---|---|---|---|---|
| 14 Aug 7 | |||||
| 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 | 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 |
| 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