GKV Capital Management’s Netflix NFLX Stock Holding History

GKV 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	$2.47M	Buy	34,556 +7,540	+28%	+$664K	0.8%	39
2026 Q1	$2.6M	Buy	27,016 +36	+0.1%	+$3.17K	0.97%	28
2025 Q4	$2.53M	Buy	26,980 +310	+1%	+$33.4K	0.95%	29
2025 Q3	$3.2M	Buy	26,670 +400	+2%	+$48.8K	1.26%	22
2025 Q2	$3.52M	Buy	26,270 +22,270	+557%	+$2.52M	1.56%	19
2025 Q1	$373K	Hold	4,000	–	–	0.19%	65
2024 Q4	$357K	Buy	+4,000	New	+$329K	0.15%	71

Other funds holding NFLX

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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

GKV Capital Management increased its Netflix (NFLX) stake by 28% in Q2 2026, buying an estimated $664K and bringing the position to 34,556 shares worth $2.47M. The position accounts for 0.8% of the portfolio, ranked #39.

GKV Capital Management first reported a position in NFLX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.52M in Q2 2025. 1,502 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

GKV Capital Management held 34,556 shares of Netflix worth $2.47M as of Q2 2026.
GKV Capital Management bought 7,540 Netflix shares in Q2 2026, an estimated $664K.
Netflix made up 0.8% of GKV Capital Management's portfolio in Q2 2026, its #39 holding.
GKV Capital Management first reported a position in Netflix in Q4 2024 and has held it in 7 quarters since.
GKV Capital Management's Netflix position peaked at $3.52M in Q2 2025.
1,502 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on GKV Capital Management's 13F filing for Q2 2026, filed 23 Jul 2026.