AAPL vs NFLX
Apple Inc. · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, no manager holds both AAPL and NFLX — the two names draw on entirely separate pools of smart money. AAPL appears in 3 tracked portfolios; NFLX in 3 — an even split in breadth of ownership.
AAPL is a Technology holding while NFLX sits in Communication — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, AAPL’s ConvictionScore reads −20 (slight selling) against NFLX’s −1 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Descriptive comparison of SEC Form 13F filings (45-day reporting lag; filings can be 1–3 months old). Not investment advice — see methodology.
Ownership fingerprint
Who holds AAPL only, who holds NFLX only, and who holds both.
- Warren Buffett22.4%
- David Rolfe10.2%
- Joel Greenblatt3.8%
No manager holds both AAPL and NFLX.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
Frequently asked questions
Which has more hedge-fund owners: AAPL or NFLX?
AAPL (Apple Inc.) is held by 3 tracked superinvestors; NFLX (Netflix) is held by 3. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both AAPL and NFLX?
0 tracked superinvestors hold both AAPL and NFLX based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between AAPL and NFLX institutional ownership?
Across 6 unique tracked holders: 3 hold only AAPL (50%), 0 hold both (0%), 3 hold only NFLX (50%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.