SEC 13F Intelligence

Connective Portfolio Management, LLC / NFLX

Connective Portfolio Management, LLC’s Netflix Inc. Position

Does Connective Portfolio Management, LLC own Netflix Inc. (NFLX)? Not currently — the last reported position was 900 shares worth $1M in Q3 2025; the fund’s latest 13F (Q2 2026) no longer reports it.

Position Value
$1M
Q3 2025
Shares
900
% of Portfolio
+1.92%
Quarters Held
5
position exited

Position History NFLX

Reported value by quarter
Q3 ’22: $717,000Q3 ’22Q1 ’24: $2MQ1 ’24Q2 ’24: $674,880Q2 ’24Q2 ’25: $1MQ2 ’25Q3 ’25: $1MQ3 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q3 2025900$1M+1.92%
Q2 2025900$1M+2.58%
Q2 20241.0K$674,880+1.10%
Q1 20244.1K$2M+4.38%
Q3 20223.0K$717,000+2.29%

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