DCP
NFLX icon

DSM Capital Partners’s Netflix NFLX Stock Holding History

DSM Capital Partners’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 		$88.5M Sell
1,239,364
-144,706
-10% -$12.7M 1.52% 22
2026
Q1 		$133M Buy
1,384,070
+79,933
+6% +$7.04M 2.35% 13
2025
Q4 		$122M Sell
1,304,137
-31,663
-2% -$3.41M 1.81% 18
2025
Q3 		$160M Buy
1,335,800
+504,050
+61% +$61.5M 2.28% 16
2025
Q2 		$111M Buy
831,750
+509,310
+158% +$57.6M 1.65% 19
2025
Q1 		$30.1M Buy
322,440
+320,090
+13,621% +$30.4M 0.53% 26
2024
Q4 		$209K Buy
2,350
+170
+8% +$14K ﹤0.01% 40
2024
Q3 		$155K Hold
2,180
– – ﹤0.01% 43
2024
Q2 		$147K Hold
2,180
– – ﹤0.01% 40
2024
Q1 		$132K Buy
2,180
+500
+30% +$28.2K ﹤0.01% 46
2023
Q4 		$81.8K Buy
+1,680
New +$73.3K ﹤0.01% 49
2022
Q2 		– Sell
-5,930,650
Closed -$222M – 59
2022
Q1 		$222M Sell
5,930,650
-1,085,360
-15% -$45.2M 2.97% 10
2021
Q4 		$423M Sell
7,016,010
-1,802,410
-20% -$115M 4.43% 7
2021
Q3 		$538M Buy
+8,818,420
New +$485M 5.58% 7

Other funds holding NFLX

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

DSM Capital Partners's NFLX Position: Q2 2026 in Review

DSM Capital Partners reduced its Netflix (NFLX) stake by 10% in Q2 2026, selling an estimated $12.7M and leaving 1,239,364 shares worth $88.5M. The position accounts for 1.52% of the portfolio, ranked #22.

DSM Capital Partners first reported a position in NFLX in Q3 2021 and has held it in 14 quarters since. The position peaked at $538M in Q3 2021. 3,361 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

  • DSM Capital Partners held 1,239,364 shares of Netflix worth $88.5M as of Q2 2026.
  • DSM Capital Partners sold 144,706 Netflix shares in Q2 2026, an estimated $12.7M.
  • Netflix made up 1.52% of DSM Capital Partners's portfolio in Q2 2026, its #22 holding.
  • DSM Capital Partners first reported a position in Netflix in Q3 2021 and has held it in 14 quarters since.
  • DSM Capital Partners's Netflix position peaked at $538M in Q3 2021.
  • 3,361 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on DSM Capital Partners's 13F filing for Q2 2026, filed 3 Aug 2026.