SEC 13F Intelligence

Aristotle Atlantic Partners, LLC / NFLX

Aristotle Atlantic Partners, LLC’s Netflix Inc. Position

Does Aristotle Atlantic Partners, LLC own Netflix Inc. (NFLX)? Yes — 295.1K shares worth $28M (+1.33% of its 13F portfolio) as of Q1 2026, down from 295.8K shares the prior filed quarter.

Position Value
$28M
Q1 2026
Shares
295.1K
% of Portfolio
+1.33%
Quarters Held
12
currently held

Position History NFLX

Reported value by quarter
Q2 ’23: $32MQ2 ’23Q3 ’23: $30MQ4 ’23: $39MQ4 ’23Q1 ’24: $47MQ2 ’24: $49MQ2 ’24Q3 ’24: $52MQ4 ’24: $62MQ4 ’24Q1 ’25: $65MQ2 ’25: $91MQ2 ’25Q3 ’25: $80MQ4 ’25: $28MQ4 ’25Q1 ’26: $28Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026295.1K$28M+1.33%
Q4 2025295.8K$28M+1.27%
Q3 202566.5K$80M+2.31%
Q2 202568.2K$91M+2.78%
Q1 202570.0K$65M+2.20%
Q4 202469.7K$62M+1.95%
Q3 202473.6K$52M+1.62%
Q2 202472.7K$49M+1.59%
Q1 202477.3K$47M+1.53%
Q4 202379.9K$39M+1.37%
Q3 202379.3K$30M+1.20%
Q2 202372.4K$32M+1.20%

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