Night Owl Capital Management, LLC / NFLX
Night Owl Capital Management, LLC’s Netflix Inc. Position
Does Night Owl Capital Management, LLC own Netflix Inc. (NFLX)? Yes — 244.3K shares worth $23M (+2.74% of its 13F portfolio) as of Q1 2026, up from 242.7K shares the prior filed quarter.
Position Value
$23M
Q1 2026
Shares
244.3K
% of Portfolio
+2.74%
Quarters Held
14
currently held
Position History NFLX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 244.3K | $23M | +2.74% |
| Q4 2025 | 242.7K | $23M | +2.49% |
| Q3 2025 | 23.9K | $29M | +3.12% |
| Q2 2025 | 23.7K | $32M | +3.66% |
| Q1 2025 | 35.6K | $33M | +4.16% |
| Q4 2024 | 34.5K | $31M | +3.97% |
| Q3 2024 | 33.4K | $24M | +3.24% |
| Q2 2024 | 32.4K | $22M | +3.27% |
| Q1 2024 | 32.9K | $20M | +3.03% |
| Q4 2023 | 32.8K | $16M | +3.19% |
| Q3 2023 | 31.1K | $12M | +2.92% |
| Q2 2023 | 30.4K | $13M | +3.42% |
| Q1 2023 | 32.6K | $11M | +3.99% |
| Q4 2022 | 16.6K | $5M | +2.29% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of NFLX.