Gobi Capital’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $184M | Buy |
137,354
+21,504
| +19% | +$28.8M | 9.1% | 3 |
|
|
2025
Q1 | $108M | Sell |
115,850
-30,986
| -21% | -$28.9M | 6.15% | 9 |
|
|
2024
Q4 | $131M | Sell |
146,836
-94,034
| -39% | -$83.8M | 7.68% | 5 |
|
|
2024
Q3 | $171M | Buy |
240,870
+10,300
| +4% | +$7.31M | 9.81% | 4 |
|
|
2024
Q2 | $156M | Sell |
230,570
-31,300
| -12% | -$21.1M | 9.86% | 5 |
|
|
2024
Q1 | $159M | Sell |
261,870
-20,376
| -7% | -$12.4M | 9.93% | 5 |
|
|
2023
Q4 | $137M | Sell |
282,246
-25,600
| -8% | -$12.5M | 9.97% | 5 |
|
|
2023
Q3 | $116M | Sell |
307,846
-11,906
| -4% | -$4.5M | 8.61% | 6 |
|
|
2023
Q2 | $141M | Sell |
319,752
-177,317
| -36% | -$78.1M | 9.12% | 6 |
|
|
2023
Q1 | $172M | Sell |
497,069
-74,900
| -13% | -$25.9M | 12.28% | 4 |
|
|
2022
Q4 | $169M | Sell |
571,969
-183,482
| -24% | -$54.1M | 14.7% | 2 |
|
|
2022
Q3 | $178M | Sell |
755,451
-10,000
| -1% | -$2.35M | 15.83% | 3 |
|
|
2022
Q2 | $134M | Buy |
765,451
+311,426
| +69% | +$54.5M | 11.13% | 4 |
|
|
2022
Q1 | $170M | Buy |
454,025
+41,642
| +10% | +$15.6M | 10.16% | 4 |
|
|
2021
Q4 | $248M | Sell |
412,383
-5,800
| -1% | -$3.49M | 12.64% | 4 |
|
|
2021
Q3 | $255M | Buy |
+418,183
| New | +$255M | 13.5% | 3 |
|