AMZN vs NFLX
Amazon · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, no manager holds both AMZN and NFLX — the two names draw on entirely separate pools of smart money. AMZN appears in 3 tracked portfolios; NFLX in 3 — an even split in breadth of ownership.
AMZN 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, AMZN’s ConvictionScore reads −7 (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 AMZN only, who holds NFLX only, and who holds both.
- Tom Slater8.7%
- Stephen Mandel6.9%
- David Tepper6.4%
No manager holds both AMZN and NFLX.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
Frequently asked questions
Which has more hedge-fund owners: AMZN or NFLX?
AMZN (Amazon) 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 AMZN and NFLX?
0 tracked superinvestors hold both AMZN and NFLX based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between AMZN and NFLX institutional ownership?
Across 6 unique tracked holders: 3 hold only AMZN (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.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
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