Andreas Halvorsen's NFLX Position Overview
Andreas Halvorsen (via Viking Global Investors Lp) currently holds 5.0M shares of Netflix, Inc. (NFLX) worth $600.43 M, representing 1.56% of the portfolio. First purchased in 2014-Q2, this long-term strategic position has been held for 36 quarters.
Based on 13F filings, Andreas Halvorsen has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2015, adding 45.2M shares. Largest reduction occurred in Q4 2014, reducing 74.1M shares.
Analysis based on 13F filings available since 2013 Q2
Andreas Halvorsen's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Andreas Halvorsen
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2014 | +9.22 M | New Buy | 92.23 M | $6.29 |
| Q3 2014 | -18.11 M | Reduce 19.63% | 74.12 M | $6.45 |
| Q4 2014 | -7.41 M | Sold Out | 0 | $0.00 |
| Q3 2015 | +4.52 M | New Buy | 45.17 M | $10.33 |
| Q4 2015 | +33.25 M | Add 73.61% | 78.42 M | $11.44 |
| Q1 2016 | +2.17 M | Add 2.77% | 80.6 M | $10.22 |
| Q2 2016 | -17.71 M | Reduce 21.97% | 62.89 M | $9.15 |
| Q3 2016 | -36.53 M | Reduce 58.09% | 26.35 M | $9.86 |
| Q4 2016 | +38.34 M | Add 145.49% | 64.69 M | $12.38 |
| Q1 2017 | -5.56 M | Reduce 8.60% | 59.13 M | $14.78 |
| Q2 2017 | -42.32 M | Reduce 71.58% | 16.81 M | $14.94 |
| Q3 2017 | +22.41 M | Add 133.33% | 39.21 M | $18.14 |
| Q4 2017 | -1.9 M | Reduce 4.85% | 37.31 M | $19.20 |
| Q1 2018 | -22.57 M | Reduce 60.50% | 14.74 M | $29.54 |
| Q2 2018 | -10.31 M | Reduce 69.95% | 4.43 M | $39.14 |
| Q3 2018 | +1.45 M | Add 32.73% | 5.88 M | $37.41 |
| Q4 2018 | +24.42 M | Add 415.28% | 30.3 M | $26.77 |
| Q1 2019 | -10.3 M | Reduce 34.01% | 19.99 M | $35.66 |
| Q2 2019 | +683,220 | Add 3.42% | 20.68 M | $36.73 |
| Q3 2019 | +22.67 M | Add 109.63% | 43.35 M | $26.76 |
| Q4 2019 | -8.02 M | Reduce 18.50% | 35.33 M | $32.36 |
| Q1 2020 | -8.73 M | Reduce 24.72% | 26.59 M | $37.55 |
| Q2 2020 | -23.03 M | Reduce 86.59% | 3.57 M | $45.50 |
| Q3 2020 | -356,549 | Sold Out | 0 | $0.00 |
| Q1 2021 | +750,057 | New Buy | 7.5 M | $52.17 |
| Q2 2021 | +1.28 M | Add 17.13% | 8.79 M | $52.82 |
| Q3 2021 | -4.68 M | Reduce 53.23% | 4.11 M | $61.03 |
| Q4 2021 | -410,913 | Sold Out | 0 | $0.00 |
| Q2 2023 | +630,865 | New Buy | 6.31 M | $44.05 |
| Q3 2023 | -630,865 | Sold Out | 0 | $0.00 |
| Q2 2024 | +932,867 | New Buy | 9.33 M | $67.49 |
| Q3 2024 | -7.28 M | Reduce 78.03% | 2.05 M | $70.93 |
| Q4 2024 | +2.97 M | Add 145.05% | 5.02 M | $89.13 |
| Q1 2025 | +2.47 M | Add 49.20% | 7.49 M | $93.25 |
| Q2 2025 | -749,431 | Sold Out | 0 | $0.00 |
| Q3 2025 | +5.01 M | New Buy | 5.01 M | $119.89 |
Andreas Halvorsen's Netflix Investment FAQs
Andreas Halvorsen first purchased Netflix, Inc. (NFLX) in Q2 2014, acquiring 92,226,190 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen has held Netflix, Inc. (NFLX) for 36 quarters since Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's largest addition to Netflix, Inc. (NFLX) was in Q4 2016, adding 64,693,120 shares worth $800.9 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Andreas Halvorsen's firm, Viking Global Investors Lp, owns 5,008,120 shares of Netflix, Inc. (NFLX), valued at approximately $600.43 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Netflix, Inc. (NFLX) represents approximately 1.56% of Andreas Halvorsen's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Andreas Halvorsen's peak holding in Netflix, Inc. (NFLX) was 92,226,190 shares, as reported at the end of Q2 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.