NFLX vs GOOG
Netflix · Alphabet Class C
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 7 tracked superinvestors, no manager holds both NFLX and GOOG — the two names draw on entirely separate pools of smart money. NFLX appears in 3 tracked portfolios; GOOG in 4, so GOOG is the more widely held of the two among tracked managers.
NFLX is a Communication holding while GOOG 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 GOOG’s −1 (slight selling); the two carry the same net reading across tracked managers.
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 GOOG only, and who holds both.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
No manager holds both NFLX and GOOG.
- Li Lu17.1%
- Bill Ackman11.7%
- Mohnish Pabrai9.7%
- David Rolfe6.5%
Frequently asked questions
Which has more hedge-fund owners: NFLX or GOOG?
NFLX (Netflix) is held by 3 tracked superinvestors; GOOG (Alphabet Class C) is held by 4. GOOG has 1 more tracked holder. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and GOOG?
0 tracked superinvestors hold both NFLX and GOOG based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between NFLX and GOOG institutional ownership?
Across 7 unique tracked holders: 3 hold only NFLX (43%), 0 hold both (0%), 4 hold only GOOG (57%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.