Bowie Capital Management’s Netflix NFLX Stock Holding History

Bowie Capital Management’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 Q2	$132M	Buy	1,843,924 +692,064	+60%	+$60.9M	5.6%	5
2026 Q1	$111M	Buy	1,151,860 +174,603	+18%	+$15.4M	4.09%	7
2025 Q4	$91.6M	Buy	977,257 +728,437	+293%	+$78.5M	3.67%	15
2025 Q3	$29.8M	Buy	248,820 +135,660	+120%	+$16.6M	1.3%	24
2025 Q2	$15.2M	Buy	113,160 +57,950	+105%	+$6.55M	0.71%	24
2025 Q1	$5.15M	Buy	+55,210	New	+$5.25M	0.24%	30

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bowie Capital Management's NFLX Position: Q2 2026 in Review

Bowie Capital Management increased its Netflix (NFLX) stake by 60% in Q2 2026, buying an estimated $60.9M and bringing the position to 1,843,924 shares worth $132M. The position accounts for 5.6% of the portfolio, ranked #5.

Bowie Capital Management first reported a position in NFLX in Q1 2025 and has held it in 6 quarters since. 2,828 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Bowie Capital Management held 1,843,924 shares of Netflix worth $132M as of Q2 2026.
Bowie Capital Management bought 692,064 Netflix shares in Q2 2026, an estimated $60.9M.
Netflix made up 5.6% of Bowie Capital Management's portfolio in Q2 2026, its #5 holding.
Bowie Capital Management first reported a position in Netflix in Q1 2025 and has held it in 6 quarters since.
2,828 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Bowie Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.