MA vs NFLX
Mastercard · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, no manager holds both MA and NFLX — the two names draw on entirely separate pools of smart money. MA appears in 6 tracked portfolios; NFLX in 3, so MA is the more widely held of the two among tracked managers.
MA is a Financials 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, MA’s ConvictionScore reads 0 (mixed) against NFLX’s −1 (slight selling); MA 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 MA only, who holds NFLX only, and who holds both.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
No manager holds both MA and NFLX.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
Frequently asked questions
Which has more hedge-fund owners: MA or NFLX?
MA (Mastercard) is held by 6 tracked superinvestors; NFLX (Netflix) is held by 3. MA has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MA and NFLX?
0 tracked superinvestors hold both MA and NFLX based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between MA and NFLX institutional ownership?
Across 9 unique tracked holders: 6 hold only MA (67%), 0 hold both (0%), 3 hold only NFLX (33%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.