SEC 13F Intelligence

Js Capital Management LLC / NFLX

Js Capital Management LLC’s Netflix Inc. Position

Does Js Capital Management LLC own Netflix Inc. (NFLX)? Not currently — the last reported position was 52.0K shares worth $25M in Q4 2023; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$25M
Q4 2023
Shares
52.0K
% of Portfolio
+3.03%
Quarters Held
18
position exited

Position History NFLX

Reported value by quarter
Q1 ’19: $50MQ1 ’19Q2 ’19: $47MQ3 ’19: $44MQ4 ’19: $36MQ4 ’19Q1 ’20: $50MQ2 ’20: $36MQ3 ’20: $29MQ3 ’20Q4 ’20: $27MQ1 ’21: $39MQ2 ’21: $30MQ2 ’21Q3 ’21: $16MQ4 ’21: $20MQ3 ’22: $18MQ3 ’22Q4 ’22: $21MQ1 ’23: $28MQ2 ’23: $44MQ2 ’23Q3 ’23: $33MQ4 ’23: $25Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q4 202352.0K$25M+3.03%
Q3 202388.0K$33M+4.53%
Q2 2023100.0K$44M+5.77%
Q1 202381.0K$28M+5.05%
Q4 202270.0K$21M+5.44%
Q3 202275.0K$18M+4.30%
Q4 202134.0K$20M+0.93%
Q3 202127.0K$16M+0.95%
Q2 202157.0K$30M+1.46%
Q1 202175.6K$39M+2.04%
Q4 202050.0K$27M+1.29%
Q3 202057.0K$29M+1.47%
Q2 202080.0K$36M+2.75%
Q1 2020133.0K$50M+6.28%
Q4 2019110.0K$36M+4.10%
Q3 2019163.5K$44M+5.96%
Q2 2019128.0K$47M+6.88%
Q1 2019139.0K$50M+10.42%

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