NFLX vs MA
Netflix · Mastercard
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, no manager holds both NFLX and MA — the two names draw on entirely separate pools of smart money. NFLX appears in 3 tracked portfolios; MA in 6, so MA is the more widely held of the two among tracked managers.
NFLX is a Communication holding while MA sits in Financials — 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 MA’s −2 (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 MA only, and who holds both.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
No manager holds both NFLX and MA.
- Chuck Akre17.8%
- François Rochon11.2%
- Dev Kantesaria11.2%
- Terry Smith9.8%
- Polen Capital5.6%
- Andreas Halvorsen3.7%
Frequently asked questions
Which has more hedge-fund owners: NFLX or MA?
NFLX (Netflix) is held by 3 tracked superinvestors; MA (Mastercard) is held by 6. MA has 3 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and MA?
0 tracked superinvestors hold both NFLX and MA based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between NFLX and MA institutional ownership?
Across 9 unique tracked holders: 3 hold only NFLX (33%), 0 hold both (0%), 6 hold only MA (67%). 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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