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
2021 Q3	–	Sell	-138,000	Closed	-$7.29M	–	74
2021 Q2	$7.29M	Sell	138,000 -494,000	-78%	-$25.3M	0.13%	32
2021 Q1	$33M	Sell	632,000 -62,000	-9%	-$3.29M	0.64%	21
2020 Q4	$37.5M	Hold	694,000	–	–	0.88%	22
2020 Q3	$34.7M	Buy	694,000 +494,000	+247%	+$24.6M	0.89%	21
2020 Q2	$9.1M	Buy	200,000 +100,000	+100%	+$4.26M	0.35%	28
2020 Q1	$3.75M	Sell	100,000 -1,110,000	-92%	-$39.3M	0.29%	28
2019 Q4	$39.2M	Buy	1,210,000 +56,000	+5%	+$1.66M	3.75%	7
2019 Q3	$30.9M	Buy	1,154,000 +717,000	+164%	+$22.4M	2.95%	9
2019 Q2	$16.1M	Buy	437,000 +404,000	+1,224%	+$14.6M	1.71%	11
2019 Q1	$1.18M	Buy	+33,000	New	+$1.14M	0.14%	32

Other funds holding NFLX

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Skye Global Management's NFLX Position: Q2 2026 in Review

Skye Global Management increased its Netflix (NFLX) stake by 5.5% in Q2 2026, buying an estimated $1.76M and bringing the position to 382,000 shares worth $27.3M. The position accounts for 0.53% of the portfolio, ranked #21.

Skye Global Management first reported a position in NFLX in Q1 2018 and has held it in 20 quarters since. The position peaked at $170M in Q1 2021. 3,377 funds tracked by Wall St. Rank hold NFLX as of Q2 2026.

Skye Global Management held 382,000 shares of Netflix worth $27.3M as of Q2 2026.
Skye Global Management bought 20,000 Netflix shares in Q2 2026, an estimated $1.76M.
Netflix made up 0.53% of Skye Global Management's portfolio in Q2 2026, its #21 holding.
Skye Global Management first reported a position in Netflix in Q1 2018 and has held it in 20 quarters since.
Skye Global Management's Netflix position peaked at $170M in Q1 2021.
3,377 funds tracked by Wall St. Rank held Netflix as of Q2 2026.

Based on Skye Global Management's 13F filing for Q2 2026, filed 14 Aug 2026.