NFLX vs META
Netflix · Meta Platforms
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 16 tracked superinvestors, 2 hold both NFLX and META (13% of the combined holder base), led by John Armitage (3.9% NFLX · 7.2% META). NFLX appears in 3 tracked portfolios; META in 15, so META is the more widely held of the two among tracked managers.
NFLX is a Communication holding while META 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 META’s −2 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size NFLX larger and 1 size META larger — an even conviction split. 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 META only, and who holds both.
Of 2 shared managers, 1 weight NFLX heavier and 1 weight META heavier.
- Bill Nygren3.6%
- John Armitage3.9 / 7.2%
- Lee Ainslie3.4 / 2.9%
- Chase Coleman13.4%
- Li Lu11.8%
- David Tepper9.1%
- Chris Hohn8.2%
- Jeffrey Ubben8.1%
- Terry Smith6.5%
- Andreas Halvorsen6.4%
- Stephen Mandel6.4%
- +5 more
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 META?
NFLX (Netflix) is held by 3 tracked superinvestors; META (Meta Platforms) is held by 15. META has 12 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and META?
2 tracked superinvestors hold both NFLX and META based on the latest SEC 13F filings. Largest dual-holder: John Armitage (3.9% NFLX · 7.2% META). Full overlap table below.
What is the overlap between NFLX and META institutional ownership?
Across 16 unique tracked holders: 1 hold only NFLX (6%), 2 hold both (13%), 13 hold only META (81%). The full Venn split + per-manager position % is on this page.
Among managers holding both NFLX and META, which do they prefer?
Of 2 managers holding both, 1 weight NFLX higher and 1 weight META higher in their portfolios. Even split. 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.
Amazon affiliate links — as an Amazon Associate, HoldLens earns from qualifying purchases and membership trials at no extra cost to you. These are books we genuinely recommend. Not investment advice; always do your own research.