AustralianSuper’s Netflix NFLX Stock Holding History

AustralianSuper’s Portfolio NFLX Stock Details NFLX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$134M	Sell	1,398,041 -1,848,454	-57%	-$163M	0.7%	29
2025 Q4	$304M	Buy	3,246,495 +927,115	+40%	+$100M	1.42%	11
2025 Q3	$278M	Sell	2,319,380 -28,930	-1%	-$3.53M	1.31%	10
2025 Q2	$314M	Buy	2,348,310 +976,220	+71%	+$110M	1.59%	13
2025 Q1	$128M	Sell	1,372,090 -1,026,860	-43%	-$97.7M	0.72%	36
2024 Q4	$214M	Sell	2,398,950 -501,760	-17%	-$41.3M	1.01%	18
2024 Q3	$206M	Buy	2,900,710 +2,877,210	+12,243%	+$192M	1.03%	26
2024 Q2	$1.59M	Hold	23,500	–	–	0.01%	184
2024 Q1	$1.44M	Hold	23,500	–	–	0.01%	192
2023 Q4	$1.14M	Sell	23,500 -2,508,330	-99%	-$109M	0.01%	220
2023 Q3	$95.6M	Hold	2,531,830	–	–	0.62%	45
2023 Q2	$112M	Buy	+2,531,830	New	+$93.3M	0.71%	37
2023 Q1	–	Sell	-3,390,000	Closed	-$100M	–	223
2022 Q4	$100M	Buy	3,390,000 +1,240,000	+58%	+$34.8M	0.67%	41
2022 Q3	$50.6K	Buy	+2,150,000	New	+$47.8M	0.36%	63
2020 Q3	–	Sell	-424,610	Closed	-$19.3M	–	183
2020 Q2	$19.3M	Buy	+424,610	New	+$18.1M	0.19%	70

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

AustralianSuper's NFLX Position: Q1 2026 in Review

AustralianSuper reduced its Netflix (NFLX) stake by 57% in Q1 2026, selling an estimated $163M and leaving 1,398,041 shares worth $134M. The position accounts for 0.7% of the portfolio, ranked #29.

AustralianSuper first reported a position in NFLX in Q2 2020 and has held it in 15 quarters since. The position peaked at $314M in Q2 2025. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

AustralianSuper held 1,398,041 shares of Netflix worth $134M as of Q1 2026.
AustralianSuper sold 1,848,454 Netflix shares in Q1 2026, an estimated $163M.
Netflix made up 0.7% of AustralianSuper's portfolio in Q1 2026, its #29 holding.
AustralianSuper first reported a position in Netflix in Q2 2020 and has held it in 15 quarters since.
AustralianSuper's Netflix position peaked at $314M in Q2 2025.
3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on AustralianSuper's 13F filing for Q1 2026, filed 7 May 2026.