NFLX vs AMZN
Netflix · Amazon
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 6 tracked superinvestors, no manager holds both NFLX and AMZN — the two names draw on entirely separate pools of smart money. NFLX appears in 3 tracked portfolios; AMZN in 3 — an even split in breadth of ownership.
NFLX is a Communication holding while AMZN sits in Technology — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, NFLX’s ConvictionScore reads −1 (slight selling) against AMZN’s −8 (slight selling); NFLX 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 NFLX only, who holds AMZN only, and who holds both.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
No manager holds both NFLX and AMZN.
- Tom Slater8.7%
- Stephen Mandel6.9%
- David Tepper6.4%
Frequently asked questions
Which has more hedge-fund owners: NFLX or AMZN?
NFLX (Netflix) is held by 3 tracked superinvestors; AMZN (Amazon) is held by 3. Both has 0 more tracked holders (tied). Full ranking by % of portfolio in the table below.
What managers hold both NFLX and AMZN?
0 tracked superinvestors hold both NFLX and AMZN based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between NFLX and AMZN institutional ownership?
Across 6 unique tracked holders: 3 hold only NFLX (50%), 0 hold both (0%), 3 hold only AMZN (50%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.