Fremen Capital Management’s Netflix NFLX Stock Holding History

Fremen 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 Q1	–	Sell	-54,315	Closed	-$5.09M	–	20
2025 Q4	$5.09M	Buy	+54,315	New	+$5.86M	4.17%	12

Other funds holding NFLX

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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

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

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Fremen Capital Management's NFLX Position: Q1 2026 in Review

Fremen Capital Management sold out of Netflix (NFLX) in Q1 2026, closing a stake of 54,315 shares — an estimated $5.09M sold.

Fremen Capital Management first reported a position in NFLX in Q4 2025 and held it in 1 quarter. The position peaked at $5.09M in Q4 2025. 3,629 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Fremen Capital Management reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
Fremen Capital Management sold 54,315 Netflix shares in Q1 2026, an estimated $5.09M.
Fremen Capital Management first reported a position in Netflix in Q4 2025 and held it in 1 quarter.
Fremen Capital Management's Netflix position peaked at $5.09M in Q4 2025.
3,629 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Fremen Capital Management's 13F filing for Q1 2026, filed 15 May 2026.