Louis Moore Bacon's NFLX Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 0 shares of Netflix, Inc. (NFLX) worth $0, representing 0.00% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Louis Moore Bacon has maintained a long-term strategic position in NFLX, representing a significant commitment to this investment thesis. Largest addition occurred in Q3 2018, adding 1.48 M shares. Largest reduction occurred in Q3 2019, reducing 1.97 M shares.
Analysis based on 13F filings available since 2013 Q2
Louis Moore Bacon's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Louis Moore Bacon
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | -597,440 | Sold Out | 0 | $0.00 |
| Q3 2025 | +182,030 | Add 43.82% | 597,440 | $119.89 |
| Q2 2025 | +243,460 | Add 141.59% | 415,410 | $133.91 |
| Q1 2025 | +23,700 | Add 15.99% | 171,950 | $93.25 |
| Q4 2024 | -123,780 | Reduce 45.50% | 148,250 | $89.13 |
| Q3 2024 | -185,380 | Reduce 40.53% | 272,030 | $70.93 |
| Q2 2024 | +1,330 | Add 0.29% | 457,410 | $67.49 |
| Q1 2024 | -32,480 | Reduce 6.65% | 456,080 | $60.73 |
| Q4 2023 | +312,250 | Add 177.10% | 488,560 | $48.69 |
| Q3 2023 | -890,160 | Reduce 83.47% | 176,310 | $37.76 |
| Q2 2023 | -150,440 | Reduce 12.36% | 1.07 M | $44.05 |
| Q1 2023 | +703,820 | Add 137.17% | 1.22 M | $34.55 |
| Q4 2022 | +319,690 | Add 165.30% | 513,090 | $29.49 |
| Q3 2022 | -223,850 | Reduce 53.65% | 193,400 | $23.54 |
| Q2 2022 | +317,250 | Add 317.25% | 417,250 | $17.49 |
| Q1 2022 | -179,640 | Reduce 64.24% | 100,000 | $37.46 |
| Q4 2021 | +57,000 | Add 25.60% | 279,640 | $60.25 |
| Q3 2021 | -210,320 | Reduce 48.58% | 222,640 | $61.04 |
| Q2 2021 | -100,090 | Reduce 18.78% | 432,960 | $52.82 |
| Q1 2021 | +213,410 | Add 66.77% | 533,050 | $52.17 |
| Q4 2020 | +254,680 | Add 392.06% | 319,640 | $54.07 |
| Q3 2020 | -1.6 M | Reduce 96.11% | 64,960 | $50.00 |
| Q2 2020 | -384,900 | Reduce 18.74% | 1.67 M | $45.50 |
| Q1 2020 | +1.05 M | Add 105.40% | 2.05 M | $37.55 |
| Q4 2019 | +1 M | New Buy | 1 M | $32.36 |
| Q3 2019 | -1.97 M | Sold Out | 0 | $0.00 |
| Q2 2019 | +620,000 | Add 45.93% | 1.97 M | $36.73 |
| Q1 2019 | +378,500 | Add 38.96% | 1.35 M | $35.66 |
| Q4 2018 | -503,500 | Reduce 34.14% | 971,500 | $26.77 |
| Q3 2018 | +1.48 M | New Buy | 1.48 M | $37.41 |
| Q2 2018 | -200,000 | Sold Out | 0 | $0.00 |
| Q1 2018 | -1.4 M | Reduce 87.50% | 200,000 | $29.54 |
| Q4 2017 | -50,000 | Reduce 3.03% | 1.6 M | $19.20 |
| Q3 2017 | -500,000 | Reduce 23.26% | 1.65 M | $18.14 |
| Q2 2017 | +900,000 | Add 72.00% | 2.15 M | $14.94 |
| Q1 2017 | +950,000 | Add 316.67% | 1.25 M | $14.78 |
| Q4 2016 | +300,000 | New Buy | 300,000 | $12.38 |
| Q1 2016 | -180,310 | Sold Out | 0 | $0.00 |
| Q4 2015 | +180,310 | New Buy | 180,310 | $11.44 |
| Q3 2015 | -140,700 | Sold Out | 0 | $0.00 |
| Q2 2015 | +140,700 | New Buy | 140,700 | $9.38 |
Louis Moore Bacon's Netflix Investment FAQs
Louis Moore Bacon first purchased Netflix, Inc. (NFLX) in Q2 2015, acquiring 140,700 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon has held Netflix, Inc. (NFLX) for 41 quarters since Q2 2015.
Louis Moore Bacon's largest addition to Netflix, Inc. (NFLX) was in Q3 2018, adding 1,475,000 shares worth $55.18 M.
According to the latest 13F filing for Q4 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 0 shares of Netflix, Inc. (NFLX), valued at approximately $0.
As of the Q4 2025 filing, Netflix, Inc. (NFLX) represents approximately 0.00% of Louis Moore Bacon's publicly disclosed stock portfolio, making it one of their key holdings.
Louis Moore Bacon's peak holding in Netflix, Inc. (NFLX) was 2,150,000 shares, as reported at the end of Q2 2017.