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 −17 (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 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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