Tom Russo's NFLX Position Overview
Tom Russo (via Gardner Russo & Quinn LLC) currently holds 5.1M shares of Netflix, Inc. (NFLX) worth $616.75 M, representing 6.61% of the portfolio. First purchased in 2022-Q2, this medium-term investment has been held for 14 quarters.
Based on 13F filings, Tom Russo has maintained a strategic position in NFLX, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2022, adding 4.2M shares. Largest reduction occurred in Q1 2024, reducing 2.5M shares.
Analysis based on 13F filings available since 2013 Q2
Tom Russo's Netflix (NFLX) Holding Value Over Time
Track share changes against reported price movement
Quarterly Netflix (NFLX) Trades by Tom Russo
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q2 2022 | +520,842 | New Buy | 5.21 M | $17.49 |
| Q3 2022 | +4.2 M | Add 80.63% | 9.41 M | $23.54 |
| Q4 2022 | +1.3 M | Add 13.79% | 10.71 M | $29.49 |
| Q1 2023 | -49,600 | Reduce 0.46% | 10.66 M | $34.55 |
| Q2 2023 | +1.1 M | Add 10.34% | 11.76 M | $44.05 |
| Q3 2023 | -142,700 | Reduce 1.21% | 11.61 M | $37.76 |
| Q4 2023 | -365,130 | Reduce 3.14% | 11.25 M | $48.69 |
| Q1 2024 | -2.51 M | Reduce 22.30% | 8.74 M | $60.73 |
| Q2 2024 | -920,130 | Reduce 10.53% | 7.82 M | $67.49 |
| Q3 2024 | -502,240 | Reduce 6.42% | 7.32 M | $70.93 |
| Q4 2024 | -990,650 | Reduce 13.54% | 6.33 M | $89.13 |
| Q1 2025 | -743,610 | Reduce 11.75% | 5.58 M | $93.25 |
| Q2 2025 | -160,780 | Reduce 2.88% | 5.42 M | $133.91 |
| Q3 2025 | -279,090 | Reduce 5.15% | 5.14 M | $119.89 |
Tom Russo's Netflix Investment FAQs
Tom Russo first purchased Netflix, Inc. (NFLX) in Q2 2022, acquiring 5,208,420 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo has held Netflix, Inc. (NFLX) for 14 quarters since Q2 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Tom Russo's largest addition to Netflix, Inc. (NFLX) was in Q3 2022, adding 9,408,020 shares worth $221.5 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Tom Russo's firm, Gardner Russo & Quinn LLC, owns 5,144,250 shares of Netflix, Inc. (NFLX), valued at approximately $616.75 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 6.61% of Tom Russo'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.
Tom Russo's peak holding in Netflix, Inc. (NFLX) was 11,757,450 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.