Light Street Capital Management, LLC / NFLX
Light Street Capital Management, LLC’s Netflix Inc. Position
Does Light Street Capital Management, LLC own Netflix Inc. (NFLX)? Not currently — the last reported position was 200.0K shares worth $19M in Q4 2025; the fund’s latest 13F (Q1 2026) no longer reports it.
Position Value
$19M
Q4 2025
Shares
200.0K
% of Portfolio
+2.89%
Quarters Held
15
position exited
Position History NFLX
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q4 2025 | 200.0K | $19M | +2.89% |
| Q2 2025 | 11.5K | $15M | +3.16% |
| Q3 2023 | 15.0K | $6M | +1.67% |
| Q2 2023 | 43.1K | $19M | +5.03% |
| Q4 2022 | 65.5K | $19M | +7.20% |
| Q4 2021 | 8.0K | $5M | +0.29% |
| Q4 2020 | 128.2K | $69M | +2.07% |
| Q3 2020 | 125.7K | $63M | +1.98% |
| Q2 2020 | 171.6K | $78M | +3.25% |
| Q1 2020 | 197.0K | $74M | +3.89% |
| Q4 2019 | 401.4K | $130M | +7.77% |
| Q3 2019 | 298.8K | $80M | +5.74% |
| Q2 2019 | 303.6K | $112M | +6.03% |
| Q1 2019 | 308.8K | $110M | +7.36% |
| Q4 2018 | 307.4K | $82M | +6.28% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Light Street Capital Management, LLC’s full portfolio or all institutional holders of NFLX.