Skye Global Management’s Netflix NFLX Stock Holding History

Skye 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	$34.8M	Buy	362,000 +88,000	+32%	+$7.75M	0.7%	21
2025 Q4	$25.7M	Buy	274,000 +120,000	+78%	+$12.9M	0.47%	27
2025 Q3	$18.5M	Hold	154,000	–	–	0.37%	31
2025 Q2	$20.6M	Buy	154,000 +49,000	+47%	+$5.54M	0.36%	31
2025 Q1	$9.79M	Buy	105,000 +96,600	+1,150%	+$9.19M	0.26%	33
2024 Q4	$749K	Buy	+8,400	New	+$691K	0.02%	46
2022 Q3	–	Sell	-171,000	Closed	-$2.99M	–	27
2022 Q2	$2.99M	Buy	+171,000	New	+$3.79M	0.06%	24
2021 Q4	–	Sell	-65,000	Closed	-$3.97M	–	58
2021 Q3	$3.97M	Sell	65,000 -602,000	-90%	-$33.1M	0.07%	43
2021 Q2	$35.2M	Sell	667,000 -2,594,000	-80%	-$133M	0.64%	16
2021 Q1	$170M	Buy	3,261,000 +521,000	+19%	+$27.6M	3.29%	6
2020 Q4	$148M	Buy	2,740,000 +545,000	+25%	+$27.6M	3.47%	7
2020 Q3	$110M	Buy	2,195,000 +725,000	+49%	+$36.1M	2.83%	9
2020 Q2	$66.9M	Buy	1,470,000 +665,000	+83%	+$28.3M	2.6%	8
2020 Q1	$30.2M	Sell	805,000 -335,000	-29%	-$11.9M	2.37%	9
2019 Q4	$36.9M	Buy	1,140,000 +360,000	+46%	+$10.7M	3.53%	8
2019 Q3	$20.9M	Buy	780,000 +50,000	+7%	+$1.56M	1.99%	11
2019 Q2	$26.8M	Sell	730,000 -1,240,000	-63%	-$44.7M	2.85%	8
2019 Q1	$70.2M	Buy	+1,970,000	New	+$68.3M	8.63%	4
2018 Q2	–	Sell	-90,000	Closed	-$2.66M	–	39
2018 Q1	$2.66M	Buy	+90,000	New	+$2.45M	0.68%	14

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

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

Skye Global Management increased its Netflix (NFLX) stake by 32% in Q1 2026, buying an estimated $7.75M and bringing the position to 362,000 shares worth $34.8M. The position accounts for 0.7% of the portfolio, ranked #21.

Skye Global Management first reported a position in NFLX in Q1 2018 and has held it in 19 quarters since. The position peaked at $170M in Q1 2021. 3,608 funds tracked by Wall St. Rank hold NFLX as of Q1 2026.

Skye Global Management held 362,000 shares of Netflix worth $34.8M as of Q1 2026.
Skye Global Management bought 88,000 Netflix shares in Q1 2026, an estimated $7.75M.
Netflix made up 0.7% of Skye Global Management's portfolio in Q1 2026, its #21 holding.
Skye Global Management first reported a position in Netflix in Q1 2018 and has held it in 19 quarters since.
Skye Global Management's Netflix position peaked at $170M in Q1 2021.
3,608 funds tracked by Wall St. Rank held Netflix as of Q1 2026.

Based on Skye Global Management's 13F filing for Q1 2026, filed 15 May 2026.