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NFLX · AMZN in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

NFLXAMZN
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • NFLX
  • AMZN
020406080202120222023202420252026
Holders and value by quarter
QuarterNFLXAMZN
Q3 202043 holders, $57.4bn63 holders, $195bn
Q4 202048 holders, $63.2bn65 holders, $198bn
Q1 202144 holders, $60.9bn65 holders, $193bn
Q2 202151 holders, $59.3bn66 holders, $221bn
Q3 202142 holders, $67.8bn59 holders, $199bn
Q4 202146 holders, $64.2bn66 holders, $209bn
Q1 202242 holders, $34.9bn66 holders, $201bn
Q2 202235 holders, $15.0bn58 holders, $125bn
Q3 202237 holders, $21.8bn60 holders, $136bn
Q4 202236 holders, $30.4bn56 holders, $93.6bn
Q1 202342 holders, $33.8bn61 holders, $112bn
Q2 202343 holders, $42.3bn64 holders, $144bn
Q3 202343 holders, $33.1bn65 holders, $141bn
Q4 202339 holders, $42.1bn69 holders, $172bn
Q1 202444 holders, $50.0bn69 holders, $209bn
Q2 202444 holders, $55.5bn70 holders, $224bn
Q3 202444 holders, $55.8bn62 holders, $206bn
Q4 202451 holders, $73.4bn68 holders, $250bn
Q1 202550 holders, $76.5bn70 holders, $218bn
Q2 202545 holders, $106bn71 holders, $253bn
Q3 202550 holders, $91.6bn69 holders, $244bn
Q4 202548 holders, $73.1bn74 holders, $280bn
Q1 202644 holders, $74.2bn70 holders, $261bn
Q2 202638 holders, $50.9bn72 holders, $305bn
NFLX

Netflix Inc.

Holders
48
Reported value
$73.1bn
Buyers
4
Sellers
6

A share split this quarter: the changes in shares are the split, not buying or selling.

Communications and mediaConsumer and digital platforms · L3VLUP
AMZN

Amazon Com Inc

Holders
74
Reported value
$280bn
Buyers
45
Sellers
28

Breadth +17 among 92 comparable managers.

Consumer discretionaryCloud and enterprise software · L3VLUPConsumer and digital platforms · L3VLUP

Who holds both, Q4 2025

Among the 75 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Both (47)

Acadian Asset Management LLC, AllianceBernstein LP, AQR Capital Management LLC, ARK Investment Management LLC, Arrowstreet Capital LP, Artisan Partners LP, Baillie Gifford & Co, Balyasny Asset Management LLC, Brevan Howard Capital Management LP, Capital Research Global Investors, Capital World Investors, Citadel Advisors LLC, Coatue Management LLC, D. E. Shaw & Co., ExodusPoint Capital Management LP, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Holocene Advisors LP, Hudson Bay Capital Management LP, Invesco Ltd, Jane Street Group LLC, Janus Henderson Group Ltd, Light Street Capital Management LLC, Man Group PLC, Marshall Wace LLP, Maverick Capital Ltd, MFS Investment Management, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Quantbot Technologies LP, Renaissance Technologies LLC, Schonfeld Strategic Advisors LLC, Squarepoint Ops LLC, Susquehanna International Group LLP, T. Rowe Price Associates Inc, Tiger Global Management LLC, Tudor Investment Corp, Two Sigma Advisers LP, and 7 more

Only NFLX (1)

Ruane Cunniff & Goldfarb LP

Only AMZN (27)

Altimeter Capital Management LP, Appaloosa LP, Baupost Group LLC, Berkshire Hathaway Inc, Bridgewater Associates LP, Caxton Associates LLP, D1 Capital Partners LP, Davidson Kempner Capital Management LP, Discovery Capital Management LLC, Dodge & Cox, Egerton Capital UK LLP, Farallon Capital Management LLC, Freestone Grove Partners LP, Glenview Capital Management LLC, Lone Pine Capital LLC, Markel Group Inc, Moore Capital Management LP, Pershing Square Capital Management LP, Point72 Asset Management LP, Rokos Capital Management LLP, Soroban Capital Partners LP, Soros Fund Management LLC, Steadfast Capital Management LP, Third Point LLC, ValueAct Holdings LP, and 2 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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