Tenere Capital’s Netflix NFLX Stock Holding History

Tenere Capital’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
2025 Q4	–	Sell	-199,460	Closed	-$23.9M	–	27
2025 Q3	$23.9M	Buy	+199,460	New	+$24.3M	5.64%	9
2022 Q1	–	Sell	-62,040	Closed	-$3.74M	–	33
2021 Q4	$3.74M	Buy	+62,040	New	+$3.96M	1.48%	25

Other funds holding NFLX

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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

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

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Tenere Capital's NFLX Position: Q4 2025 in Review

Tenere Capital sold out of Netflix (NFLX) in Q4 2025, closing a stake of 199,460 shares — an estimated $23.9M sold.

Tenere Capital first reported a position in NFLX in Q4 2021 and held it in 2 quarters. The position peaked at $23.9M in Q3 2025. 3,551 funds tracked by Wall St. Rank hold NFLX as of Q4 2025.

Tenere Capital reported no remaining Netflix position as of Q4 2025 after selling out during the quarter.
Tenere Capital sold 199,460 Netflix shares in Q4 2025, an estimated $23.9M.
Tenere Capital first reported a position in Netflix in Q4 2021 and held it in 2 quarters.
Tenere Capital's Netflix position peaked at $23.9M in Q3 2025.
3,551 funds tracked by Wall St. Rank held Netflix as of Q4 2025.

Based on Tenere Capital's 13F filing for Q4 2025, filed 17 Feb 2026.