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 −26 (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 position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.