SEC 13F Intelligence

Viking Global Investors LP / NFLX

Viking Global Investors LP’s Netflix Inc. Position

Does Viking Global Investors LP own Netflix Inc. (NFLX)? Not currently — the last reported position was 500.8K shares worth $600M in Q3 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$600M
Q3 2025
Shares
500.8K
% of Portfolio
+1.56%
Quarters Held
16
position exited

Position History NFLX

Reported value by quarter
Q4 ’18: $811MQ4 ’18Q1 ’19: $713MQ2 ’19: $760MQ2 ’19Q3 ’19: $1.2BQ4 ’19: $1.1BQ4 ’19Q1 ’20: $999MQ2 ’20: $162MQ2 ’20Q1 ’21: $391MQ2 ’21: $464MQ2 ’21Q3 ’21: $251MQ2 ’23: $278MQ2 ’23Q2 ’24: $630MQ3 ’24: $145MQ3 ’24Q4 ’24: $448MQ1 ’25: $699MQ1 ’25Q3 ’25: $600Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025500.8K$600M+1.56%
Q1 2025749.4K$699M+2.22%
Q4 2024502.3K$448M+1.45%
Q3 2024205.0K$145M+0.53%
Q2 2024932.9K$630M+2.42%
Q2 2023630.9K$278M+1.14%
Q3 2021410.9K$251M+0.70%
Q2 2021878.5K$464M+1.41%
Q1 2021750.1K$391M+1.17%
Q2 2020356.5K$162M+0.70%
Q1 20202.66M$999M+5.20%
Q4 20193.53M$1.1B+5.35%
Q3 20194.33M$1.2B+6.04%
Q2 20192.07M$760M+3.41%
Q1 20192.00M$713M+4.09%
Q4 20183.03M$811M+4.62%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Viking Global Investors LP’s full portfolio or all institutional holders of NFLX.