Voyager Global Management’s Netflix NFLX Stock Holding History

Voyager 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
2025 Q2	–	Sell	-500,000	Closed	-$46.6M	–	13
2025 Q1	$46.6M	Sell	500,000 -600,000	-55%	-$57.1M	2.08%	10
2024 Q4	$98M	Buy	1,100,000 +90,000	+9%	+$7.41M	3.92%	10
2024 Q3	$71.6M	Buy	1,010,000 +10,000	+1%	+$669K	3.1%	10
2024 Q2	$67.5M	Sell	1,000,000 -250,000	-20%	-$15.6M	3.01%	12
2024 Q1	$75.9M	Sell	1,250,000 -750,000	-38%	-$42.3M	3.67%	11
2023 Q4	$97.4M	Sell	2,000,000 -2,250,000	-53%	-$98.2M	4.65%	10
2023 Q3	$160M	Buy	4,250,000 +1,250,000	+42%	+$53M	7.53%	6
2023 Q2	$132M	Sell	3,000,000 -1,250,000	-29%	-$46M	6.41%	7
2023 Q1	$147M	Buy	4,250,000 +500,000	+13%	+$16.5M	8.07%	7
2022 Q4	$111M	Sell	3,750,000 -6,250,000	-63%	-$175M	6.85%	8
2022 Q3	$235M	Sell	10,000,000 -4,500,000	-31%	-$100M	13.63%	2
2022 Q2	$254M	Buy	14,500,000 +8,900,000	+159%	+$197M	16.23%	1
2022 Q1	$210M	Buy	5,600,000 +4,250,000	+315%	+$177M	12.01%	5
2021 Q4	$81.3M	Buy	+1,350,000	New	+$86.3M	5.91%	9

Other funds holding NFLX

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Voyager Global Management's NFLX Position: Q2 2025 in Review

Voyager Global Management sold out of Netflix (NFLX) in Q2 2025, closing a stake of 500,000 shares — an estimated $46.6M sold.

Voyager Global Management first reported a position in NFLX in Q4 2021 and held it in 14 quarters. The position peaked at $254M in Q2 2022. 3,482 funds tracked by Wall St. Rank hold NFLX as of Q2 2025.

Voyager Global Management reported no remaining Netflix position as of Q2 2025 after selling out during the quarter.
Voyager Global Management sold 500,000 Netflix shares in Q2 2025, an estimated $46.6M.
Voyager Global Management first reported a position in Netflix in Q4 2021 and held it in 14 quarters.
Voyager Global Management's Netflix position peaked at $254M in Q2 2022.
3,482 funds tracked by Wall St. Rank held Netflix as of Q2 2025.

Based on Voyager Global Management's 13F filing for Q2 2025, filed 14 Aug 2025.