NFLX vs MSFT
Netflix · Microsoft
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, 2 hold both NFLX and MSFT (15% of the combined holder base), led by John Armitage (3.9% NFLX · 8.9% MSFT). NFLX appears in 3 tracked portfolios; MSFT in 12, so MSFT is the more widely held of the two among tracked managers.
NFLX is a Communication holding while MSFT 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 MSFT’s −8 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 0 size NFLX larger and 2 size MSFT larger — a lean toward MSFT. 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 MSFT only, and who holds both.
Of 2 shared managers, 0 weight NFLX heavier and 2 weight MSFT heavier.
- Bill Nygren3.6%
- John Armitage3.9 / 8.9%
- Lee Ainslie3.4 / 3.8%
- Chris Hohn13.1%
- Terry Smith11.2%
- Chase Coleman10.7%
- Polen Capital9.4%
- Stanley Druckenmiller9.1%
- Stephen Mandel7.8%
- William von Mueffling7.8%
- David Tepper5.9%
- +2 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 MSFT?
NFLX (Netflix) is held by 3 tracked superinvestors; MSFT (Microsoft) is held by 12. MSFT has 9 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both NFLX and MSFT?
2 tracked superinvestors hold both NFLX and MSFT based on the latest SEC 13F filings. Largest dual-holder: John Armitage (3.9% NFLX · 8.9% MSFT). Full overlap table below.
What is the overlap between NFLX and MSFT institutional ownership?
Across 13 unique tracked holders: 1 hold only NFLX (8%), 2 hold both (15%), 10 hold only MSFT (77%). The full Venn split + per-manager position % is on this page.
Among managers holding both NFLX and MSFT, which do they prefer?
Of 2 managers holding both, 0 weight NFLX higher and 2 weight MSFT higher in their portfolios. MSFT 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.