LongNFLXSep 2026
Netflix, Inc.
White Brook sees Netflix as inexpensive after slowing U.S. growth, despite strong free cash flow, low subscriber churn and moderating content expense. It believes Netflix…
NFLX
Which hedge funds are long NFLX?
9 published ideas on Netflix, Inc. across 9 funds — 9 long and 0 short.
Netflix hedge fund investment theses
Each stock pitch below comes from a fund manager's own investor letter, not a 13F filing, so it carries the reasoning behind the portfolio position on Netflix: the full investment thesis, the risks the manager flagged, the conviction level and the time horizon. Positions may have changed since the letter was written.
Funds with a position view
- White Brook Capital, LLC
- Weitz Partners III Opportunity Fund
- Sustainable Growth Advisers, LP
- Loomis Sayles Global Growth Fund
- Sustainable Growth Advisers, LP - U.S. Large Cap Growth
- Sustainable Growth Advisers, LP - Global Growth Composite
- Sands Capital Management, LLC - Global Growth
- Alger Focus Equity Fund
- Nomura Global Growth Fund
Long theses
LongNFLXJul 2026
Netflix, Inc.
The fund initiated Netflix despite near-term perception headwinds surrounding its unsuccessful Warner Bros. bid and competition for audience attention from the 2026 FIFA World…
LongNFLXJun 2026
Netflix
SGA maintained Netflix despite near-term share-price pressure because the core business continued to deliver solid revenue and operating income growth. With the Warner Bros…
LongNFLXJun 2026
Netflix
Netflix has a global subscription video platform with more than 325 million paying subscribers and a large content library supported by substantial historical investment. Loomis…
LongNFLXJun 2026
Netflix
SGA maintained its Netflix position despite near-term share-price weakness following guidance that fell below investor expectations. The company continued to produce double-digit…
LongNFLXJun 2026
Netflix, Inc.
SGA added to Netflix after share-price weakness and raised the position to an average weight. The long-term thesis centers on a recurring subscription model, low churn…
LongNFLXJun 2026
Netflix
Netflix has faced weak sentiment as short-form video and user-generated content continue taking viewing time from premium streaming. Sands nevertheless sees evidence of pricing…
LongNFLXJun 2026
Netflix, Inc.
Alger views Netflix as a compelling investment because it can sustain strong engagement at scale, exercise pricing power and expand into new revenue streams such as advertising…
LongNFLXJun 2026
Netflix Inc.
The fund held Netflix during a quarter in which the stock lagged. The investment team states that there was no change in the company's fundamentals. The weakness was instead…