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 −31 (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 positions are in the convergence table below.
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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