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Jericho Capital Asset Management’s Netflix NFLX Stock Holding History

Jericho Capital Asset 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
-4,332,000
Closed -$406M – 28
2025
Q4 		$406M Buy
4,332,000
+1,942,000
+81% +$209M 4.63% 8
2025
Q3 		$287M Sell
2,390,000
-1,530,000
-39% -$187M 2.98% 14
2025
Q2 		$525M Sell
3,920,000
-1,870,000
-32% -$211M 6.99% 2
2025
Q1 		$540M Sell
5,790,000
-2,400,000
-29% -$228M 9.82% 2
2024
Q4 		$730M Buy
8,190,000
+1,900,000
+30% +$156M 10.43% 2
2024
Q3 		$446M Buy
6,290,000
+2,290,000
+57% +$153M 10.76% 1
2024
Q2 		$270M Sell
4,000,000
-2,130,000
-35% -$133M 8.12% 3
2024
Q1 		$372M Buy
+6,130,000
New +$346M 9.93% 1
2023
Q3 		– Sell
-4,120,250
Closed -$181M – 30
2023
Q2 		$181M Sell
4,120,250
-2,865,350
-41% -$106M 7.1% 4
2023
Q1 		$241M Hold
6,985,600
– – 10.02% 2
2022
Q4 		$206M Sell
6,985,600
-1,989,460
-22% -$55.8M 15.26% 2
2022
Q3 		$211M Buy
+8,975,060
New +$199M 13.4% 1
2018
Q4 		– Sell
-3,721,590
Closed -$139M – 23
2018
Q3 		$139M Buy
3,721,590
+1,441,590
+63% +$52.3M 5.94% 6
2018
Q2 		$89.2M Buy
2,280,000
+230,000
+11% +$7.84M 3.87% 8
2018
Q1 		$60.5M Buy
+2,050,000
New +$55.8M 3.31% 16
2017
Q4 		– Sell
-3,110,000
Closed -$56.4M – 35
2017
Q3 		$56.4M Buy
+3,110,000
New +$54.2M 3.2% 17
2016
Q2 		– Sell
-9,202,410
Closed -$94.1M – 31
2016
Q1 		$94.1M Buy
+9,202,410
New +$90.3M 4.58% 5
2015
Q3 		– Sell
-6,510,000
Closed -$61.1M – 36
2015
Q2 		$61.1M Buy
+6,510,000
New +$54.5M 3.81% 10
2014
Q4 		– Sell
-14,490,000
Closed -$93.4M – 40
2014
Q3 		$93.4M Buy
14,490,000
+4,830,000
+50% +$31.3M 5.86% 4
2014
Q2 		$60.8M Buy
+9,660,000
New +$52.3M 3.66% 14
2013
Q4 		– Sell
-9,590,000
Closed -$42.4M – 25
2013
Q3 		$42.4M Buy
+9,590,000
New +$37M 2.99% 14

Other funds holding NFLX

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Jericho Capital Asset Management's NFLX Position: Q1 2026 in Review

Jericho Capital Asset Management sold out of Netflix (NFLX) in Q1 2026, closing a stake of 4,332,000 shares — an estimated $406M sold.

Jericho Capital Asset Management first reported a position in NFLX in Q3 2013 and held it in 21 quarters. The position peaked at $730M in Q4 2024. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

  • Jericho Capital Asset Management reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
  • Jericho Capital Asset Management sold 4,332,000 Netflix shares in Q1 2026, an estimated $406M.
  • Jericho Capital Asset Management first reported a position in Netflix in Q3 2013 and held it in 21 quarters.
  • Jericho Capital Asset Management's Netflix position peaked at $730M in Q4 2024.
  • 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

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