NFLX vs GOOGL
Netflix · Alphabet
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, 3 hold both NFLX and GOOGL (33% of the combined holder base), led by John Armitage (3.9% NFLX · 6.8% GOOGL). NFLX appears in 3 tracked portfolios; GOOGL in 9, so GOOGL is the more widely held of the two among tracked managers.
NFLX is a Communication holding while GOOGL 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 GOOGL’s −26 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Among the 3 managers holding both, 0 size NFLX larger and 3 size GOOGL larger — a lean toward GOOGL. 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 NFLX only, who holds GOOGL only, and who holds both.
Of 3 shared managers, 0 weight NFLX heavier and 3 weight GOOGL heavier.
All NFLX holders also hold GOOGL.
- John Armitage3.9 / 6.8%
- Bill Nygren3.6 / 4.9%
- Lee Ainslie3.4 / 4.2%
- Chris Hohn14.6%
- François Rochon8.4%
- Chase Coleman8.2%
- Polen Capital8.1%
- David Tepper7.8%
- Joel Greenblatt3.0%
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: NFLX or GOOGL?
NFLX (Netflix) is held by 3 tracked superinvestors; GOOGL (Alphabet) is held by 9. GOOGL has 6 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and GOOGL?
3 tracked superinvestors hold both NFLX and GOOGL based on the latest SEC 13F filings. Largest dual-holder: John Armitage (3.9% NFLX · 6.8% GOOGL). Full overlap table below.
What is the overlap between NFLX and GOOGL institutional ownership?
Across 9 unique tracked holders: 0 hold only NFLX (0%), 3 hold both (33%), 6 hold only GOOGL (67%). The full Venn split + per-manager position % is on this page.
Among managers holding both NFLX and GOOGL, which do they prefer?
Of 3 managers holding both, 0 weight NFLX higher and 3 weight GOOGL higher in their portfolios. GOOGL is the preferred conviction position for the majority. Per-manager position %s in the convergence table below.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.