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 −7 (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.
Reading for your research
Optional background reading on interpreting company disclosures and investing methods. These books do not validate a signal or predict returns.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.