Light Street Capital Management’s Netflix NFLX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | – | Sell |
-200,000
| Closed | -$18.8M | – | 28 |
|
|
2025
Q4 | $18.8M | Buy |
+200,000
| New | +$21.6M | 2.89% | 13 |
|
|
2025
Q3 | – | Sell |
-115,390
| Closed | -$15.5M | – | 34 |
|
|
2025
Q2 | $15.5M | Buy |
+115,390
| New | +$13M | 3.16% | 14 |
|
|
2023
Q4 | – | Sell |
-150,150
| Closed | -$5.67M | – | 24 |
|
|
2023
Q3 | $5.67M | Sell |
150,150
-280,550
| -65% | -$11.9M | 1.67% | 20 |
|
|
2023
Q2 | $19M | Buy |
+430,700
| New | +$15.9M | 5.03% | 11 |
|
|
2023
Q1 | – | Sell |
-655,300
| Closed | -$19.3M | – | 31 |
|
|
2022
Q4 | $19.3M | Buy |
+655,300
| New | +$18.4M | 7.2% | 4 |
|
|
2022
Q1 | – | Sell |
-79,600
| Closed | -$4.79M | – | 47 |
|
|
2021
Q4 | $4.79M | Buy |
+79,600
| New | +$5.09M | 0.29% | 41 |
|
|
2021
Q1 | – | Sell |
-1,281,750
| Closed | -$69.3M | – | 54 |
|
|
2020
Q4 | $69.3M | Buy |
1,281,750
+24,500
| +2% | +$1.24M | 2.07% | 18 |
|
|
2020
Q3 | $62.9M | Sell |
1,257,250
-458,700
| -27% | -$22.8M | 1.98% | 18 |
|
|
2020
Q2 | $78.1M | Sell |
1,715,950
-254,250
| -13% | -$10.8M | 3.25% | 4 |
|
|
2020
Q1 | $74M | Sell |
1,970,200
-2,043,800
| -51% | -$72.3M | 3.89% | 4 |
|
|
2019
Q4 | $130M | Buy |
4,014,000
+1,026,000
| +34% | +$30.4M | 7.77% | 2 |
|
|
2019
Q3 | $80M | Sell |
2,988,000
-48,500
| -2% | -$1.52M | 5.74% | 5 |
|
|
2019
Q2 | $112M | Sell |
3,036,500
-51,020
| -2% | -$1.84M | 6.03% | 4 |
|
|
2019
Q1 | $110M | Buy |
3,087,520
+13,520
| +0.4% | +$469K | 7.36% | 3 |
|
|
2018
Q4 | $82.3M | Buy |
+3,074,000
| New | +$92M | 6.28% | 4 |
|
|
2017
Q3 | – | Sell |
-900,000
| Closed | -$13.4M | – | 26 |
|
|
2017
Q2 | $13.4M | Sell |
900,000
-1,350,000
| -60% | -$20.8M | 0.95% | 23 |
|
|
2017
Q1 | $33.3M | Sell |
2,250,000
-70,670
| -3% | -$992K | 2.67% | 16 |
|
|
2016
Q4 | $28.7M | Sell |
2,320,670
-1,679,330
| -42% | -$19.9M | 3.93% | 10 |
|
|
2016
Q3 | $39.4M | Buy |
4,000,000
+2,524,450
| +171% | +$24.1M | 3.97% | 8 |
|
|
2016
Q2 | $13.5M | Sell |
1,475,550
-274,450
| -16% | -$2.64M | 2.46% | 17 |
|
|
2016
Q1 | $17.9M | Sell |
1,750,000
-1,250,000
| -42% | -$12.3M | 3.05% | 14 |
|
|
2015
Q4 | $34.3M | Buy |
3,000,000
+1,000,000
| +50% | +$11.4M | 4.48% | 8 |
|
|
2015
Q3 | $20.7M | Buy |
+2,000,000
| New | +$21.5M | 3.09% | 14 |
|
|
2014
Q4 | – | Sell |
-4,007,710
| Closed | -$25.8M | – | 40 |
|
|
2014
Q3 | $25.8M | Sell |
4,007,710
-192,290
| -5% | -$1.25M | 3.66% | 9 |
|
|
2014
Q2 | $26.4M | Sell |
4,200,000
-700,000
| -14% | -$3.79M | 3.66% | 10 |
|
|
2014
Q1 | $24.6M | Buy |
+4,900,000
| New | +$28.1M | 4.51% | 9 |
|
Other funds holding NFLX
VCM
VPM
Light Street Capital Management's NFLX Position: Q1 2026 in Review
Light Street Capital Management sold out of Netflix (NFLX) in Q1 2026, closing a stake of 200,000 shares — an estimated $18.8M sold.
Light Street Capital Management first reported a position in NFLX in Q1 2014 and held it in 26 quarters. The position peaked at $130M in Q4 2019. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.
- Light Street Capital Management reported no remaining Netflix position as of Q1 2026 after selling out during the quarter.
- Light Street Capital Management sold 200,000 Netflix shares in Q1 2026, an estimated $18.8M.
- Light Street Capital Management first reported a position in Netflix in Q1 2014 and held it in 26 quarters.
- Light Street Capital Management's Netflix position peaked at $130M in Q4 2019.
- 3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.
Based on Light Street Capital Management's 13F filing for Q1 2026, filed 15 May 2026.