Night Owl 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
2025
Q2
$31.7M Sell
2025
Q1
$33.2M Buy
2024
Q4
$30.7M Buy
2024
Q3
$23.7M Buy
2024
Q2
$21.9M Sell
2024
Q1
$20M Buy
2023
Q4
$11.6M Hold
2023
Q3
$11.6M Buy
2023
Q2
$13.2M Sell
2023
Q1
$11M Buy
2022
Q4
$4.91M Buy