NFLX β€” NETFLIX INC COM

Ownership history in ITHAKA GROUP LLC  Β·  25 quarters on record

This page tracks every 13F SEC filing in which ITHAKA GROUP LLC reported a position in NETFLIX INC COM (NFLX). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β€” sourced directly from SEC EDGAR 13F filings.

πŸ” Peak position
4.65% (2025 Q2)
πŸ“Š Avg. % of fund
2.44%
πŸ“… First filed
2010 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
25

Position Intelligence

ITHAKA GROUP LLC Γ— NFLX AI Analytics

πŸ“ˆ ITHAKA GROUP LLC outperformed the S&P 500 by +109.7% annually on this NFLX position. Timing score: 33% (8/24 decisions correct). Average cost basis: $70.52. Maximum drawdown during holding period: –71.3%.

πŸ“ˆ Position Alpha vs SPY
+109.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 109.7% per year on this position.
24 quarters analyzed

⏱️ Timing Score
33%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
8 of 24 add/trim decisions correct

πŸ’° Entry Quality
$70.52
+33.0% vs current ($93.76)

Best entry: $1.55 (2010 Q2)  Β·  Worst: $93.76 (2025 Q4)

πŸ›‘οΈ Drawdown Resilience
–71.3%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
32%
buy-side decisions

8 adds Β· 17 trims. Bought during 3 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 3.43% of portfolio

⚠ Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ— 4 (annualised). Not investment advice.

% of Fund (quarterly)    NFLX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 205,017 +184,775 +912.8% 3.43% $19.2M $93.76
2025 Q3 REDUCED 20,242 -47 -0.2% 4.14% $24.3M $119.89
2025 Q2 REDUCED 20,289 -1,312 -6.1% 4.65% $27.2M $133.91
2025 Q1 REDUCED 21,601 -313 -1.4% 4.10% $20.1M $93.25
2024 Q4 REDUCED 21,914 -1,231 -5.3% 3.60% $19.5M $89.13
2024 Q3 REDUCED 23,145 -258 -1.1% 3.11% $16.4M $70.93
2024 Q2 REDUCED 23,403 -120 -0.5% 2.92% $15.8M $67.49
2024 Q1 REDUCED 23,523 -1,524 -6.1% 2.69% $14.3M $60.73
2023 Q4 REDUCED 25,047 -436 -1.7% 2.41% $12.2M $48.69
2023 Q3 REDUCED 25,483 -977 -3.7% 2.21% $9.6M $37.76
15 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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