SEC 13F Intelligence

Selkirk Management LLC / NFLX

Selkirk Management LLC’s Netflix Inc. Position

Does Selkirk Management LLC own Netflix Inc. (NFLX)? Yes — 92.3K shares worth $9M (+3.02% of its 13F portfolio) as of Q1 2026.

Position Value
$9M
Q1 2026
Shares
92.3K
% of Portfolio
+3.02%
Quarters Held
26
currently held

Position History NFLX

Reported value by quarter
Q4 ’19: $4MQ4 ’19Q1 ’20: $2MQ2 ’20: $3MQ3 ’20: $3MQ4 ’20: $3MQ4 ’20Q1 ’21: $3MQ2 ’21: $3MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $2MQ2 ’22: $1MQ3 ’22: $2MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $5MQ4 ’23Q1 ’24: $6MQ2 ’24: $6MQ3 ’24: $7MQ4 ’24: $8MQ4 ’24Q1 ’25: $9MQ2 ’25: $12MQ3 ’25: $11MQ4 ’25: $9MQ4 ’25Q1 ’26: $9Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202692.3K$9M+3.02%
Q4 202592.3K$9M+2.29%
Q3 20259.2K$11M+3.03%
Q2 20259.2K$12M+3.66%
Q1 20259.2K$9M+3.30%
Q4 20249.2K$8M+2.95%
Q3 20249.2K$7M+2.68%
Q2 20249.2K$6M+2.92%
Q1 20249.9K$6M+3.10%
Q4 20239.9K$5M+3.28%
Q3 20239.9K$4M+2.80%
Q2 20239.9K$4M+3.42%
Q1 20239.9K$3M+4.05%
Q4 20229.9K$3M+3.98%
Q3 20229.9K$2M+2.79%
Q2 20226.3K$1M+1.30%
Q1 20226.3K$2M+1.50%
Q4 20216.3K$4M+2.05%
Q3 20216.3K$4M+1.58%
Q2 20216.3K$3M+1.22%
Q1 20216.3K$3M+0.99%
Q4 20206.3K$3M+1.11%
Q3 20206.3K$3M+1.01%
Q2 20206.3K$3M+1.24%
Q1 20206.3K$2M+1.35%
Q4 201912.7K$4M+1.12%

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