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 0 (mixed); MA 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.