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 +1 (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 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.
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