META vs NFLX
Meta Platforms · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 2 hold both META and NFLX (13% of the combined holder base), led by John Armitage (7.2% META · 3.9% NFLX). META appears in 15 tracked portfolios; NFLX in 3, so META is the more widely held of the two among tracked managers.
META 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, META’s ConvictionScore reads −2 (slight selling) against NFLX’s −1 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size META larger and 1 size NFLX larger — an even conviction split. 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 META only, who holds NFLX only, and who holds both.
Of 2 shared managers, 1 weight META heavier and 1 weight NFLX heavier.
- Chase Coleman13.4%
- Li Lu11.8%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- +5 more
- John Armitage7.2 / 3.9%
- Lee Ainslie2.9 / 3.4%
- Bill Nygren3.6%
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: META or NFLX?
META (Meta Platforms) is held by 15 tracked superinvestors; NFLX (Netflix) is held by 3. META has 12 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both META and NFLX?
2 tracked superinvestors hold both META and NFLX based on the latest SEC 13F filings. Largest dual-holder: John Armitage (7.2% META · 3.9% NFLX). Full overlap table below.
What is the overlap between META and NFLX institutional ownership?
Across 16 unique tracked holders: 13 hold only META (81%), 2 hold both (13%), 1 hold only NFLX (6%). The full Venn split + per-manager position % is on this page.
Among managers holding both META and NFLX, which do they prefer?
Of 2 managers holding both, 1 weight META higher and 1 weight NFLX higher in their portfolios. Even split. 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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