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Ownership Diff · NFLX vs NVDA

NFLX vs NVDA

Netflix · NVIDIA

Superinvestor ownership overlap, unique holders, and conviction comparison.

NFLX
Netflix
Communication
ConvictionScore−1
SignalSlight selling
Tracked owners3
NVDA
NVIDIA
Technology
ConvictionScore+8
SignalSlight accumulation
Tracked owners8

Ownership fingerprint

Who holds NFLX only, who holds NVDA only, and who holds both.

NFLX only (1)■ Both (2)NVDA only (6)
NFLX only
Both
NVDA only

Of 2 shared managers, 1 weight NFLX heavier and 1 weight NVDA heavier.

Only NFLX · 1
Both · 2

Shared manager conviction

For managers holding both: how hard do they bet on each? Longer bar = bigger position.

John Armitage
NFLX
3.9%
NVDA
6.4%
Streaming profitability turn.
Lee Ainslie
NFLX
3.4%
NVDA
3.1%
Streaming profitability turn.
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Frequently asked questions

Which has more hedge-fund owners: NFLX or NVDA?

NFLX (Netflix) is held by 3 tracked superinvestors; NVDA (NVIDIA) is held by 8. NVDA has 5 more tracked holders. Full ranking by % of portfolio in the table below.

What managers hold both NFLX and NVDA?

2 tracked superinvestors hold both NFLX and NVDA based on the latest SEC 13F filings. Largest dual-holder: John Armitage (3.9% NFLX · 6.4% NVDA). Full overlap table below.

What is the overlap between NFLX and NVDA institutional ownership?

Across 9 unique tracked holders: 1 hold only NFLX (11%), 2 hold both (22%), 6 hold only NVDA (67%). The full Venn split + per-manager position % is on this page.

Among managers holding both NFLX and NVDA, which do they prefer?

Of 2 managers holding both, 1 weight NFLX higher and 1 weight NVDA higher in their portfolios. Even split. Per-manager position %s in the convergence table below.

Sourced from SEC 13F filings (2026). Not investment advice. Methodology.