Lee Ainslie's NFLX Position Overview
Lee Ainslie (via Maverick Capital LTD) currently holds 50,797 shares of Netflix, Inc. (NFLX) worth $4.76 M, representing 0.05% of the portfolio. First purchased in 2017-Q4, this long-term strategic position has been held for 29 quarters.
Based on 13F filings, Lee Ainslie has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2019, adding 4.57 M shares. Largest reduction occurred in Q1 2020, reducing 3.51 M shares.
Analysis based on 13F filings available since 2013 Q2
Lee Ainslie's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Lee Ainslie
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +50,797 | New Buy | 50,797 | $93.76 |
| Q2 2025 | -583,290 | Sold Out | 0 | $0.00 |
| Q1 2025 | +65,740 | Add 12.70% | 583,290 | $93.25 |
| Q4 2024 | -509,010 | Reduce 49.58% | 517,550 | $89.13 |
| Q3 2024 | +1.02 M | Add 17941.48% | 1.03 M | $70.93 |
| Q2 2024 | -33,940 | Reduce 85.64% | 5,690 | $67.49 |
| Q1 2024 | -42,890 | Reduce 51.98% | 39,630 | $60.73 |
| Q4 2023 | +82,520 | New Buy | 82,520 | $48.69 |
| Q3 2023 | -2.06 M | Sold Out | 0 | $0.00 |
| Q2 2023 | -368,250 | Reduce 15.14% | 2.06 M | $44.05 |
| Q1 2023 | -585,650 | Reduce 19.40% | 2.43 M | $34.55 |
| Q4 2022 | -501,500 | Reduce 14.25% | 3.02 M | $29.49 |
| Q3 2022 | +3.52 M | New Buy | 3.52 M | $23.54 |
| Q2 2022 | -3.2 M | Sold Out | 0 | $0.00 |
| Q1 2022 | -1.03 M | Reduce 24.35% | 3.2 M | $37.46 |
| Q4 2021 | +562,340 | Add 15.31% | 4.24 M | $60.24 |
| Q3 2021 | +92,560 | Add 2.59% | 3.67 M | $61.03 |
| Q2 2021 | -478,580 | Reduce 11.79% | 3.58 M | $52.82 |
| Q1 2021 | +1.16 M | Add 40.16% | 4.06 M | $52.17 |
| Q4 2020 | -66,500 | Reduce 2.24% | 2.9 M | $54.07 |
| Q3 2020 | -1.73 M | Reduce 36.89% | 2.96 M | $50.00 |
| Q2 2020 | +162,530 | Add 3.59% | 4.69 M | $45.50 |
| Q1 2020 | -3.51 M | Reduce 43.67% | 4.53 M | $37.55 |
| Q4 2019 | +2.82 M | Add 53.90% | 8.05 M | $32.36 |
| Q3 2019 | +4.57 M | Add 695.95% | 5.23 M | $26.76 |
| Q2 2019 | +656,800 | New Buy | 656,800 | $36.73 |
| Q2 2018 | -563,100 | Sold Out | 0 | $0.00 |
| Q1 2018 | -95,500 | Reduce 14.50% | 563,100 | $29.53 |
| Q4 2017 | +658,600 | New Buy | 658,600 | $19.20 |
Lee Ainslie's Netflix Investment FAQs
Lee Ainslie first purchased Netflix, Inc. (NFLX) in Q4 2017, acquiring 658,600 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Lee Ainslie has held Netflix, Inc. (NFLX) for 29 quarters since Q4 2017.
Lee Ainslie's largest addition to Netflix, Inc. (NFLX) was in Q3 2019, adding 5,227,780 shares worth $139.91 M.
According to the latest 13F filing for Q4 2025, Lee Ainslie's firm, Maverick Capital LTD, owns 50,797 shares of Netflix, Inc. (NFLX), valued at approximately $4.76 M.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 0.05% of Lee Ainslie's publicly disclosed stock portfolio, making it one of their key holdings.
Lee Ainslie's peak holding in Netflix, Inc. (NFLX) was 8,045,740 shares, as reported at the end of Q4 2019.