Phil Town's NFLX Position Overview
Phil Town (via Rule One Partners, LLC) currently holds 385.0K shares of Netflix, Inc. (NFLX) worth $46.45 M, representing 6.53% of the portfolio. First purchased in 2024-Q3, this short-term holding has been held for 5 quarters.
Based on 13F filings, Phil Town has maintained this position in NFLX for several quarters, showing initial confidence in the investment. Largest addition occurred in Q3 2025, adding 15.0K shares. Largest reduction occurred in Q2 2025, reducing 171.0K shares.
Analysis based on 13F filings available since 2013 Q2
Phil Town's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Phil Town
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q3 2024 | +61,501 | Add 0.00% | 615,000 | $70.93 |
| Q1 2025 | -74,000 | Reduce 12.03% | 541,000 | $93.25 |
| Q2 2025 | -171,000 | Reduce 31.61% | 370,000 | $139.34 |
| Q3 2025 | +15,000 | Add 4.05% | 385,000 | $120.64 |
Phil Town's Netflix Investment FAQs
Phil Town first purchased Netflix, Inc. (NFLX) in Q3 2024, acquiring 615,000 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town has held Netflix, Inc. (NFLX) for 5 quarters since Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Phil Town's largest addition to Netflix, Inc. (NFLX) was in Q3 2024, adding 615,000 shares worth $43.62 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Phil Town's firm, Rule One Partners, LLC, owns 385,000 shares of Netflix, Inc. (NFLX), valued at approximately $46.45 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 6.53% of Phil Town'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.
Phil Town's peak holding in Netflix, Inc. (NFLX) was 615,000 shares, as reported at the end of Q3 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.