SEC 13F Intelligence

Skye Global Management LP / NFLX

Skye Global Management LP’s Netflix Inc. Position

Does Skye Global Management LP own Netflix Inc. (NFLX)? Yes362.0K shares worth $35M (+0.70% of its 13F portfolio) as of Q1 2026, up from 274.0K shares the prior filed quarter.

Position Value
$35M
Q1 2026
Shares
362.0K
% of Portfolio
+0.70%
Quarters Held
18
currently held

Position History NFLX

Reported value by quarter
Q1 ’19: $70MQ1 ’19Q2 ’19: $27MQ3 ’19: $21MQ4 ’19: $37MQ4 ’19Q1 ’20: $30MQ2 ’20: $67MQ3 ’20: $110MQ3 ’20Q4 ’20: $148MQ1 ’21: $170MQ2 ’21: $35MQ2 ’21Q3 ’21: $4MQ2 ’22: $3MQ4 ’24: $748,709Q4 ’24Q1 ’25: $10MQ2 ’25: $21MQ3 ’25: $18MQ3 ’25Q4 ’25: $26MQ1 ’26: $35Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026362.0K$35M+0.70%
Q4 2025274.0K$26M+0.47%
Q3 202515.4K$18M+0.37%
Q2 202515.4K$21M+0.36%
Q1 202510.5K$10M+0.26%
Q4 2024840$748,709+0.02%
Q2 202217.1K$3M+0.06%
Q3 20216.5K$4M+0.07%
Q2 202166.7K$35M+0.64%
Q1 2021326.1K$170M+3.29%
Q4 2020274.0K$148M+3.47%
Q3 2020219.5K$110M+2.83%
Q2 2020147.0K$67M+2.60%
Q1 202080.5K$30M+2.37%
Q4 2019114.0K$37M+3.53%
Q3 201978.0K$21M+1.99%
Q2 201973.0K$27M+2.85%
Q1 2019197.0K$70M+8.63%

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