MSFT vs NFLX
Microsoft · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 2 hold both MSFT and NFLX (15% of the combined holder base), led by John Armitage (8.9% MSFT · 3.9% NFLX). MSFT appears in 12 tracked portfolios; NFLX in 3, so MSFT is the more widely held of the two among tracked managers.
MSFT 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, MSFT’s ConvictionScore reads −8 (slight selling) against NFLX’s −1 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 2 size MSFT larger and 0 size NFLX larger — a lean toward MSFT. 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 MSFT only, who holds NFLX only, and who holds both.
Of 2 shared managers, 2 weight MSFT heavier and 0 weight NFLX heavier.
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- David Tepper5.9%
- +2 more
- John Armitage8.9 / 3.9%
- Lee Ainslie3.8 / 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: MSFT or NFLX?
MSFT (Microsoft) is held by 12 tracked superinvestors; NFLX (Netflix) is held by 3. MSFT has 9 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both MSFT and NFLX?
2 tracked superinvestors hold both MSFT and NFLX based on the latest SEC 13F filings. Largest dual-holder: John Armitage (8.9% MSFT · 3.9% NFLX). Full overlap table below.
What is the overlap between MSFT and NFLX institutional ownership?
Across 13 unique tracked holders: 10 hold only MSFT (77%), 2 hold both (15%), 1 hold only NFLX (8%). The full Venn split + per-manager position % is on this page.
Among managers holding both MSFT and NFLX, which do they prefer?
Of 2 managers holding both, 2 weight MSFT higher and 0 weight NFLX higher in their portfolios. MSFT 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.