Jeremy Grantham's NFLX Position Overview
Jeremy Grantham (via Grantham, Mayo, Van Otterloo & Co. LLC) currently holds 27.5K shares of Netflix, Inc. (NFLX) worth $3.3 M, representing 0.01% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.
Based on 13F filings since 2013, Jeremy Grantham has maintained a long-term strategic position in NFLX, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2022, adding 1.0M shares. Largest reduction occurred in Q1 2014, reducing 1.2M shares.
Analysis based on 13F filings available since 2013 Q2
Jeremy Grantham's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Jeremy Grantham
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2013 | +1.49 M | Add 0.00% | 1.49 M | $3.02 |
| Q3 2013 | +62,020 | Add 4.17% | 1.55 M | $4.42 |
| Q4 2013 | -202,580 | Reduce 13.07% | 1.35 M | $5.26 |
| Q1 2014 | -1.24 M | Reduce 92.06% | 106,960 | $5.03 |
| Q2 2014 | -106,960 | Sold Out | 106,960 | $0.00 |
| Q3 2018 | +1,800 | New Buy | 18,000 | $37.39 |
| Q4 2018 | +13,000 | Add 72.22% | 31,000 | $26.77 |
| Q1 2019 | -11,000 | Reduce 35.48% | 20,000 | $35.65 |
| Q2 2019 | -20,000 | Sold Out | 20,000 | $0.00 |
| Q2 2022 | +1.03 M | New Buy | 1.03 M | $17.49 |
| Q3 2022 | -299,000 | Reduce 29.09% | 729,000 | $23.54 |
| Q4 2022 | -729,000 | Sold Out | 729,000 | $0.00 |
| Q3 2024 | +16,190 | New Buy | 16,190 | $70.93 |
| Q4 2024 | -2,940 | Reduce 18.16% | 13,250 | $89.13 |
| Q1 2025 | +8,320 | Add 62.79% | 21,570 | $93.25 |
| Q2 2025 | +9,930 | Add 46.04% | 31,500 | $133.91 |
| Q3 2025 | -3,990 | Reduce 12.67% | 27,510 | $119.89 |
Jeremy Grantham's Netflix Investment FAQs
Jeremy Grantham first purchased Netflix, Inc. (NFLX) in Q2 2013, acquiring 1,487,920 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham has held Netflix, Inc. (NFLX) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jeremy Grantham's largest addition to Netflix, Inc. (NFLX) was in Q2 2013, adding 1,487,920 shares worth $4.49 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jeremy Grantham's firm, Grantham, Mayo, Van Otterloo & Co. LLC, owns 27,510 shares of Netflix, Inc. (NFLX), valued at approximately $3.3 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 0.01% of Jeremy Grantham'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.
Jeremy Grantham's peak holding in Netflix, Inc. (NFLX) was 1,549,940 shares, as reported at the end of Q3 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.