Miura Global Management’s Netflix NFLX Stock Holding History

Miura Global 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	$673K	Sell	7,000 -3,000	-30%	-$264K	1.54%	12
2025 Q4	$938K	Sell	10,000 -10,000	-50%	-$1.08M	0.47%	17
2025 Q3	$2.4M	Sell	20,000 -15,000	-43%	-$1.83M	3.53%	9
2025 Q2	$4.69M	Sell	35,000 -15,000	-30%	-$1.7M	5.04%	4
2025 Q1	$4.66M	Sell	50,000 -5,000	-9%	-$476K	6.91%	3
2024 Q4	$4.9M	Sell	55,000 -25,000	-31%	-$2.06M	5.35%	4
2024 Q3	$5.67M	Buy	80,000 +20,000	+33%	+$1.34M	6.52%	6
2024 Q2	$4.05M	Sell	60,000 -30,000	-33%	-$1.87M	3.95%	10
2024 Q1	$5.47M	Sell	90,000 -80,000	-47%	-$4.51M	4.66%	7
2023 Q4	$8.28M	Buy	170,000 +135,000	+386%	+$5.89M	4.63%	9
2023 Q3	$1.32M	Sell	35,000 -95,000	-73%	-$4.03M	0.9%	18
2023 Q2	$5.73M	Sell	130,000 -245,000	-65%	-$9.02M	2.05%	14
2023 Q1	$13M	Sell	375,000 -225,000	-38%	-$7.45M	7.53%	4
2022 Q4	$17.7M	Buy	600,000 +30,000	+5%	+$842K	8.9%	3
2022 Q3	$13.4M	Buy	+570,000	New	+$12.7M	8.04%	2
2022 Q2	–	Sell	-300,000	Closed	-$11.2M	–	27
2022 Q1	$11.2M	Buy	+300,000	New	+$12.5M	3.65%	9
2019 Q3	–	Sell	-850,000	Closed	-$31.2M	–	33
2019 Q2	$31.2M	Buy	850,000 +100,000	+13%	+$3.61M	5.05%	8
2019 Q1	$26.7M	Sell	750,000 -197,000	-21%	-$6.83M	4.58%	11
2018 Q4	$25.3M	Buy	+947,000	New	+$28.3M	6.47%	7
2015 Q4	–	Sell	-3,500,000	Closed	-$36.1M	–	33
2015 Q3	$36.1M	Buy	+3,500,000	New	+$37.6M	1.98%	19
2014 Q3	–	Sell	-3,500,000	Closed	-$22M	–	26
2014 Q2	$22M	Sell	3,500,000 -2,450,000	-41%	-$13.3M	1.7%	19
2014 Q1	$29.9M	Buy	+5,950,000	New	+$34.1M	2.85%	13

Other funds holding NFLX

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Miura Global Management's NFLX Position: Q1 2026 in Review

Miura Global Management reduced its Netflix (NFLX) stake by 30% in Q1 2026, selling an estimated $264K and leaving 7,000 shares worth $673K. The position accounts for 1.54% of the portfolio, ranked #12.

Miura Global Management first reported a position in NFLX in Q1 2014 and has held it in 22 quarters since. The position peaked at $36.1M in Q3 2015. 3,606 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Miura Global Management held 7,000 shares of Netflix worth $673K as of Q1 2026.
Miura Global Management sold 3,000 Netflix shares in Q1 2026, an estimated $264K.
Netflix made up 1.54% of Miura Global Management's portfolio in Q1 2026, its #12 holding.
Miura Global Management first reported a position in Netflix in Q1 2014 and has held it in 22 quarters since.
Miura Global Management's Netflix position peaked at $36.1M in Q3 2015.
3,606 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Miura Global Management's 13F filing for Q1 2026, filed 14 May 2026.