The List

NFLX

Netflix Inc

Not assessed
Conviction
11.6%
largest manager weight — the forward-looking number on this page
Consensus
3
independent managers holding
3 months
-27.8%
total return
6 months
-17.5%
total return
12 months
-40.2%
total return
36 months
+65.4%
total return
Who holds it
What a manager did last quarter carries more information than what they hold.
Manager% of their bookLast quarter
GOBI CAPITAL LLC
10 positions · 100.0% in top 10
11.6%ADD
EDGEWOOD MANAGEMENT LLC
87 positions · 62.6% in top 10
8.7%HOLD
Teewinot Capital Advisers, L.L.C.
33 positions · 68.5% in top 10
7.9%ADD
Signals
13D/13G stakes, insider transactions, material filings and news — newest first, never ranked by our idea of what matters. Every row links to the filing that produced it.

No signals yet.

The 13D/13G, Form 4 and news feeds aren’t ingested yet. This is genuinely empty, not broken — and it will stay empty rather than show you anything we can’t link to a filing.