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 +2 (slight accumulation); GOOG 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 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.
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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