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Showing 7 of 14 quarters

Position history for JAJericho Capital Asset Management L.P.'s holdings in Netflix, Inc.

No. Jericho Capital Asset Management exited its NFLX (Netflix) position in Q1 2026. Its Q4 2025 13F listed 4,332,000 shares worth $406.2M. Jericho Capital Asset Management first reported NFLX in Q3 2022 and held it in 12 quarterly 13F filings.

Final Value

$0

Final Shares

0

Total Value Change

-$446.1M

Total Shares Change

-629,000

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Exited
0
-100.0%
$00.0%$96.15
0
2025-Q4
Increased
4.3M
+1712.5%
$406.2M4.6%$93.76
93
2025-Q3
Decreased
239,000
-39.0%
$286.5M3.0%$119.89
0
2025-Q2
Decreased
392,000
-32.3%
$524.9M7.0%$133.91
0
2025-Q1
Decreased
579,000
-29.3%
$539.9M9.8%$93.25
0
2024-Q4
Increased
819,000
+30.2%
$730M10.4%$89.13
79
2024-Q3
Increased
629,000
+57.3%
$446.1M10.8%$70.93
87

Other major holders of NFLX: VANGUARD GROUP INC, BlackRock, Inc.

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