NFLX vs NVDA
Netflix · NVIDIA
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 9 tracked superinvestors, 2 hold both NFLX and NVDA (22% of the combined holder base), led by John Armitage (3.9% NFLX · 6.4% NVDA). NFLX appears in 3 tracked portfolios; NVDA in 8, so NVDA is the more widely held of the two among tracked managers.
NFLX is a Communication holding while NVDA 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 NVDA’s +8 (slight accumulation); NVDA shows the stronger net-accumulation reading of the pair.
Among the 2 managers holding both, 1 size NFLX larger and 1 size NVDA 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 NVDA only, and who holds both.
Of 2 shared managers, 1 weight NFLX heavier and 1 weight NVDA heavier.
- Bill Nygren3.6%
- John Armitage3.9 / 6.4%
- Lee Ainslie3.4 / 3.1%
- Stanley Druckenmiller11.4%
- David Tepper10.2%
- Tom Slater9.4%
- Chase Coleman7.1%
- Andreas Halvorsen6.2%
- Stephen Mandel5.1%
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 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.