← Top Holdings

NFLXNETFLIX INC

CUSIP: 64110L106

🔥 Bought by 3 superinvestors this quarter

10

Guru Owners

$1.75B

Total Value Held

18.7M

Total Shares

$1.02B
2.55%
$469.2M
4.95%
$228.7M
0.77%
$16.3M
0.07%
$5.0M
0.16%
$4.8M
0.05%
$3.1M
0.00%
$1.7M
0.01%
$1.5M
0.02%
$489K
0.01%

📊 Fundamentals

Market Cap$400.4B
P/E Ratio30.6x
Above market avg
Forward P/E24.7x
P/FCF15.4x
EPS (TTM)$3.10
Revenue (TTM)$46.9B
Profit Margin28.52%
Beta1.67

52-Week Range

$75.01
$134.12

Current: $94.83

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 30.6x trailing earnings → 24.7x forward · 28.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$704.5M$1.41B$2.11B$2.82BQ1 '24Q2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '2510 owners · $1.75B
REDUCEDPhilippe Laffont$1.02B
REDUCEDTom Russo$469.2M
INCREASEDChase Coleman$228.7M
REDUCEDPolen Capital$16.3M
INCREASEDFPA Queens Road$5.0M
NEWLee Ainslie$4.8M
INCREASEDBill Nygren$3.1M
REDUCEDRay Dalio$1.7M
INCREASEDSteven Romick$1.5M
REDUCEDSequoia Fund$489K
SOLDAndreas Halvorsen
Q3 '2510 owners · $2.82B
REDUCEDTom Russo$616.8M
NEWAndreas Halvorsen$600.4M
REDUCEDPolen Capital$574.1M
NEWChase Coleman$242.1M
REDUCEDRay Dalio$31.3M
INCREASEDFPA Queens Road$4.8M
INCREASEDBill Nygren$3.9M
REDUCEDSteven Romick$2.0M
REDUCEDSequoia Fund$724K
Q2 '258 owners · $2.66B
REDUCEDPolen Capital$1.09B
REDUCEDTom Russo$726.3M
REDUCEDBill Nygren$4.3M
REDUCEDRay Dalio$3.5M
INCREASEDFPA Queens Road$2.3M
SOLDAndreas Halvorsen
SOLDLee Ainslie
Q1 '2510 owners · $2.71B
NEWPolen Capital$828.2M
INCREASEDAndreas Halvorsen$698.9M
REDUCEDPhilippe Laffont$577.0M
REDUCEDTom Russo$520.7M
INCREASEDLee Ainslie$54.4M
NEWRay Dalio$28.4M
NEWBill Nygren$3.1M
NEWSteven Romick$2.2M
NEWFPA Queens Road$1.2M
Q4 '245 owners · $1.68B
INCREASEDPhilippe Laffont$619.9M
REDUCEDTom Russo$564.0M
INCREASEDAndreas Halvorsen$447.7M
INCREASEDLee Ainslie$46.1M
SOLDRay Dalio
Q3 '246 owners · $1.19B
REDUCEDTom Russo$519.1M
REDUCEDAndreas Halvorsen$145.4M
REDUCEDLee Ainslie$72.8M
REDUCEDRay Dalio$15.2M
REDUCEDSequoia Fund$430K

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value
Projection Period
Revenue Growth Rate
12%analyst est. 11.7%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
50.0%current: 55.4%
1%50%
Discount Rate (WACC)
8.0%typical: 8% large caps · 10% growth
5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

NFLX: Held by 10 superinvestors · 50 congress member trades

BUYMichael McCaulR
$15,001 - $50,0002026-01-30
BUYCleo FieldsD
$50,001 - $100,0002026-01-20
BUYJohn BoozmanR
$1,001 - $15,0002026-01-08
SELLRick AllenR
$1,001 - $15,0002025-12-12
SELLGil CisnerosD
$1,001 - $15,0002025-12-10
SELLJonathan JacksonD
$50,001 - $100,0002025-12-08
BUYCleo FieldsD
$1,001 - $15,0002025-12-03
BUYCleo FieldsD
$100,001 - $250,0002025-11-20
BUYGil CisnerosD
$1,001 - $15,0002025-11-18
SELLRo KhannaD
$15,001 - $50,0002025-11-07
BUYCleo FieldsD
$100,001 - $250,0002025-11-03
BUYCleo FieldsD
$100,001 - $250,0002025-10-31
SELLLisa McClainR
$1,001 - $15,0002025-10-31
SELLLisa McClainR
$1,001 - $15,0002025-10-30
BUYLisa McClainR
$1,001 - $15,0002025-10-30
SELLMichael McCaulR
$15,001 - $50,0002025-10-27
BUYMarjorie Taylor GreeneR
$1,001 - $15,0002025-10-24
BUYGil CisnerosD
$1,001 - $15,0002025-10-17
SELLGil CisnerosD
$1,001 - $15,0002025-10-07
SELLMichael McCaulR
$1,001 - $15,0002025-08-21
NFLX Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker