Varenne Capital Partners’s Netflix NFLX Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$30.1M Sell
22,482
-2,415
-10% -$3.23M 5.22% 5
2025
Q1
$23.2M Sell
24,897
-17,244
-41% -$16.1M 8.34% 5
2024
Q4
$37.6M Sell
42,141
-26,122
-38% -$23.3M 11.08% 5
2024
Q3
$48.4M Buy
68,263
+42,095
+161% +$29.9M 9.27% 4
2024
Q2
$17.7M Buy
+26,168
New +$17.7M 4.46% 7