Louis Moore Bacon's NFLX Position Overview
Louis Moore Bacon (via Moore Capital Management, Lp) currently holds 597.4K shares of Netflix, Inc. (NFLX) worth $71.63 M, representing 0.99% of the portfolio. First purchased in 2015-Q2, this long-term strategic position has been held for 40 quarters.
Based on 13F filings, Louis Moore Bacon has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2018, adding 1.3M shares. Largest reduction occurred in Q3 2020, reducing 1.6M 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
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2015 | +140,700 | New Buy | 140,700 | $9.38 |
| Q3 2015 | -140,700 | Sold Out | 140,700 | $0.00 |
| Q4 2015 | +180,310 | New Buy | 180,310 | $11.44 |
| Q1 2016 | -18,031 | Sold Out | 0 | $0.00 |
| Q4 2016 | +30,000 | New Buy | 300,000 | $12.38 |
| Q1 2017 | +950,000 | Add 316.67% | 1.25 M | $14.78 |
| Q2 2017 | +900,000 | Add 72.00% | 2.15 M | $14.94 |
| Q3 2017 | -500,000 | Reduce 23.26% | 1.65 M | $18.14 |
| Q4 2017 | -50,000 | Reduce 3.03% | 1.6 M | $19.20 |
| Q1 2018 | -1.4 M | Reduce 87.50% | 200,000 | $29.54 |
| Q2 2018 | -200,000 | Sold Out | 200,000 | $0.00 |
| Q3 2018 | +1.48 M | New Buy | 1.48 M | $37.41 |
| Q4 2018 | -503,500 | Reduce 34.14% | 971,500 | $26.77 |
| Q1 2019 | +378,500 | Add 38.96% | 1.35 M | $35.66 |
| Q2 2019 | +620,000 | Add 45.93% | 1.97 M | $36.73 |
| Q3 2019 | -1.97 M | Sold Out | 1.97 M | $0.00 |
| Q4 2019 | +1 M | New Buy | 1 M | $32.36 |
| Q1 2020 | +1.05 M | Add 105.40% | 2.05 M | $37.55 |
| Q2 2020 | -384,900 | Reduce 18.74% | 1.67 M | $45.50 |
| Q3 2020 | -1.6 M | Reduce 96.11% | 64,960 | $50.00 |
| Q4 2020 | +254,680 | Add 392.06% | 319,640 | $54.07 |
| Q1 2021 | +213,410 | Add 66.77% | 533,050 | $52.17 |
| Q2 2021 | -100,090 | Reduce 18.78% | 432,960 | $52.82 |
| Q3 2021 | -210,320 | Reduce 48.58% | 222,640 | $61.04 |
| Q4 2021 | +57,000 | Add 25.60% | 279,640 | $60.25 |
| Q1 2022 | -179,640 | Reduce 64.24% | 100,000 | $37.46 |
| Q2 2022 | +317,250 | Add 317.25% | 417,250 | $17.49 |
| Q3 2022 | -223,850 | Reduce 53.65% | 193,400 | $23.54 |
| Q4 2022 | +319,690 | Add 165.30% | 513,090 | $29.49 |
| Q1 2023 | +703,820 | Add 137.17% | 1.22 M | $34.55 |
| Q2 2023 | -150,440 | Reduce 12.36% | 1.07 M | $44.05 |
| Q3 2023 | -890,160 | Reduce 83.47% | 176,310 | $37.76 |
| Q4 2023 | +312,250 | Add 177.10% | 488,560 | $48.69 |
| Q1 2024 | -32,480 | Reduce 6.65% | 456,080 | $60.73 |
| Q2 2024 | +1,330 | Add 0.29% | 457,410 | $67.49 |
| Q3 2024 | -185,380 | Reduce 40.53% | 272,030 | $70.93 |
| Q4 2024 | -123,780 | Reduce 45.50% | 148,250 | $89.13 |
| Q1 2025 | +23,700 | Add 15.99% | 171,950 | $93.25 |
| Q2 2025 | +243,460 | Add 141.59% | 415,410 | $133.91 |
| Q3 2025 | +182,030 | Add 43.82% | 597,440 | $119.89 |
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 40 quarters since Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Louis Moore Bacon's largest addition to Netflix, Inc. (NFLX) was in Q3 2018, adding 1,475,000 shares worth $55.18 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Louis Moore Bacon's firm, Moore Capital Management, Lp, owns 597,440 shares of Netflix, Inc. (NFLX), valued at approximately $71.63 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 0.99% of Louis Moore Bacon'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.
Louis Moore Bacon's peak holding in Netflix, Inc. (NFLX) was 2,150,000 shares, as reported at the end of Q2 2017. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.