V vs NFLX
Visa · Netflix
Superinvestor ownership overlap, unique holders, and conviction comparison.
What the ownership overlap reveals
Across 13 tracked superinvestors, no manager holds both V and NFLX — the two names draw on entirely separate pools of smart money. V appears in 10 tracked portfolios; NFLX in 3, so V is the more widely held of the two among tracked managers.
V is a Financials holding while NFLX sits in Communication — the overlap (or lack of it) partly tracks how each manager allocates across sectors. On the latest 13F cohort, V’s ConvictionScore reads −14 (slight selling) against NFLX’s −1 (slight selling); NFLX shows the stronger net-accumulation reading of the pair.
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 V only, who holds NFLX only, and who holds both.
- Chuck Akre14.2%
- Dev Kantesaria12.8%
- Chris Hohn11.8%
- François Rochon9.8%
- Glenn Greenberg9.4%
- David Rolfe8.4%
- Polen Capital7.8%
- William von Mueffling6.1%
- +2 more
No manager holds both V and NFLX.
- John Armitage3.9%
- Bill Nygren3.6%
- Lee Ainslie3.4%
Frequently asked questions
Which has more hedge-fund owners: V or NFLX?
V (Visa) is held by 10 tracked superinvestors; NFLX (Netflix) is held by 3. V has 7 more tracked holders. Full ranking by % of portfolio in the table below.
What managers hold both V and NFLX?
0 tracked superinvestors hold both V and NFLX based on the latest SEC 13F filings. Full overlap table below.
What is the overlap between V and NFLX institutional ownership?
Across 13 unique tracked holders: 10 hold only V (77%), 0 hold both (0%), 3 hold only NFLX (23%). The full Venn split + per-manager position % is on this page.
Sourced from SEC 13F filings (2026). Not investment advice. Methodology.