SEC 13F Intelligence

Dsm Capital Partners LLC / NFLX

Dsm Capital Partners LLC’s Netflix Inc. Position

Does Dsm Capital Partners LLC own Netflix Inc. (NFLX)? Yes1.38M shares worth $133M (+2.35% of its 13F portfolio) as of Q1 2026, up from 1.30M shares the prior filed quarter.

Position Value
$133M
Q1 2026
Shares
1.38M
% of Portfolio
+2.35%
Quarters Held
13
currently held

Position History NFLX

Reported value by quarter
Q3 ’21: $538MQ3 ’21Q4 ’21: $423MQ1 ’22: $222MQ1 ’22Q4 ’23: $81,796Q1 ’24: $132,398Q1 ’24Q2 ’24: $147,124Q3 ’24: $154,621Q3 ’24Q4 ’24: $209,460Q1 ’25: $30MQ1 ’25Q2 ’25: $111MQ3 ’25: $160MQ3 ’25Q4 ’25: $122MQ1 ’26: $133MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 20261.38M$133M+2.35%
Q4 20251.30M$122M+1.81%
Q3 2025133.6K$160M+2.28%
Q2 202583.2K$111M+1.65%
Q1 202532.2K$30M+0.53%
Q4 2024235$209,4600.00%
Q3 2024218$154,6210.00%
Q2 2024218$147,1240.00%
Q1 2024218$132,3980.00%
Q4 2023168$81,7960.00%
Q1 2022593.1K$222M+2.97%
Q4 2021701.6K$423M+4.43%
Q3 2021881.8K$538M+5.58%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Dsm Capital Partners LLC’s full portfolio or all institutional holders of NFLX.