SEC 13F Intelligence

Rule One Partners, LLC / NFLX

Rule One Partners, LLC’s Netflix Inc. Position

Does Rule One Partners, LLC own Netflix Inc. (NFLX)? Yes — 385.0K shares worth $37M (+36.77% of its 13F portfolio) as of Q1 2026.

Position Value
$37M
Q1 2026
Shares
385.0K
% of Portfolio
+36.77%
Quarters Held
7
currently held

Position History NFLX

Reported value by quarter
Q3 ’24: $44MQ3 ’24Q4 ’24: $55MQ4 ’24Q1 ’25: $50MQ1 ’25Q2 ’25: $52MQ2 ’25Q3 ’25: $46MQ3 ’25Q4 ’25: $36MQ4 ’25Q1 ’26: $37MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026385.0K$37M+36.77%
Q4 2025385.0K$36M+5.27%
Q3 202538.5K$46M+6.53%
Q2 202537.0K$52M+27.96%
Q1 202554.1K$50M+19.71%
Q4 202461.5K$55M+21.14%
Q3 202461.5K$44M+18.64%

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