Lee Ainslie’s Netflix NFLX Stock Holding History

Lee Ainslie’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
2022 Q1	–	Sell	-700,000	Closed	-$42.2M	–	322
2021 Q4	$42.2M	Sell	700,000 -1,400,000	-67%	-$89.4M	0.48%	46
2021 Q3	$128M	Buy	+2,100,000	New	+$116M	1.29%	17

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

Lee Ainslie's NFLX Position: Q1 2026 in Review

Lee Ainslie sold out of Netflix (NFLX) in Q1 2026, closing a stake of 50,797 shares — an estimated $4.76M sold.

Lee Ainslie first reported a position in NFLX in Q4 2017 and held it in 25 quarters. The position peaked at $260M in Q4 2019. 3,623 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Lee Ainslie reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
Lee Ainslie sold 50,797 Netflix shares in Q1 2026, an estimated $4.76M.
Lee Ainslie first reported a position in Netflix in Q4 2017 and held it in 25 quarters.
Lee Ainslie's Netflix position peaked at $260M in Q4 2019.
3,623 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

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