ThornTree Capital Partners’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
$40.3M Hold
2025
Q1
$28.1M Sell
2024
Q4
$48.4M Hold
2024
Q3
$38.5M Sell
2024
Q2
$39.9M Sell
2024
Q1
$44.7M Buy
2023
Q4
$19.2M Hold
2023
Q3
$14.9M Sell
2023
Q2
$23.9M Sell
2023
Q1
$23.6M Buy
2022
Q4
$18M Sell
2022
Q3
$26M Buy