SEC 13F Intelligence

Voyager Global Management LP / NFLX

Voyager Global Management LP’s Netflix Inc. Position

Does Voyager Global Management LP own Netflix Inc. (NFLX)? Not currently — the last reported position was 50.0K shares worth $47M in Q1 2025; the fund’s latest 13F (Q1 2026) no longer reports it.

Position Value
$47M
Q1 2025
Shares
50.0K
% of Portfolio
+2.08%
Quarters Held
14
position exited

Position History NFLX

Reported value by quarter
Q4 ’21: $81MQ4 ’21Q1 ’22: $210MQ2 ’22: $254MQ2 ’22Q3 ’22: $235MQ4 ’22: $111MQ4 ’22Q1 ’23: $147MQ2 ’23: $132MQ2 ’23Q3 ’23: $160MQ4 ’23: $97MQ4 ’23Q1 ’24: $76MQ2 ’24: $67MQ2 ’24Q3 ’24: $72MQ4 ’24: $98MQ4 ’24Q1 ’25: $47Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202550.0K$47M+2.08%
Q4 2024110.0K$98M+3.92%
Q3 2024101.0K$72M+3.10%
Q2 2024100.0K$67M+3.01%
Q1 2024125.0K$76M+3.67%
Q4 2023200.0K$97M+4.65%
Q3 2023425.0K$160M+7.53%
Q2 2023300.0K$132M+6.41%
Q1 2023425.0K$147M+8.07%
Q4 2022375.0K$111M+6.85%
Q3 20221.00M$235M+13.63%
Q2 20221.45M$254M+16.23%
Q1 2022560.0K$210M+12.01%
Q4 2021135.0K$81M+5.91%

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