GOOGL vs NFLX
Alphabet · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, 3 hold both GOOGL and NFLX (33% of the combined holder base), led by John Armitage (6.8% GOOGL · 3.9% NFLX). GOOGL appears in 9 tracked portfolios; NFLX in 3, so GOOGL is the more widely held of the two among tracked managers.
GOOGL 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, GOOGL’s ConvictionScore reads −31 (slight selling) against NFLX’s −1 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Among the 3 managers holding both, 3 size GOOGL larger and 0 size NFLX larger — a lean toward GOOGL. A name held with higher weight by managers who own both is one the shared cohort is more concentrated in.
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 GOOGL only, who holds NFLX only, and who holds both.
Of 3 shared managers, 3 weight GOOGL heavier and 0 weight NFLX heavier.
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- Joel Greenblatt3.0%
- John Armitage6.8 / 3.9%
- Bill Nygren4.9 / 3.6%
- Lee Ainslie4.2 / 3.4%
All NFLX holders also hold GOOGL.
Shared manager conviction
For managers holding both: how hard do they bet on each? Longer bar = bigger position.
Frequently asked questions
Which has more hedge-fund owners: GOOGL or NFLX?
GOOGL (Alphabet) is held by 9 tracked superinvestors; NFLX (Netflix) is held by 3. GOOGL has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both GOOGL and NFLX?
3 tracked superinvestors hold both GOOGL and NFLX based on the latest SEC 13F filings. Largest dual-holder: John Armitage (6.8% GOOGL · 3.9% NFLX). Full overlap table below.
What is the overlap between GOOGL and NFLX institutional ownership?
Across 9 unique tracked holders: 6 hold only GOOGL (67%), 3 hold both (33%), 0 hold only NFLX (0%). The full Venn split + per-manager position % is on this page.
Among managers holding both GOOGL and NFLX, which do they prefer?
Of 3 managers holding both, 3 weight GOOGL higher and 0 weight NFLX higher in their portfolios. GOOGL is the preferred conviction position for the majority. Per-manager positions are in the convergence table below.
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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