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 $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. 3,605 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.
3,605 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.