Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
Holdings Activity Buys Sells    History
Holding/activity history for  Netflix, Inc. (NFLX)
← All NFLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 8,091 0.01 Add 55.00% <0.01 $75.01–100.19 · VW $90.34i $777,950 SEC
2025   Q4 5,220 0.01 Reduce 13.58% <0.01 $91.33–124.86 · VW $107.37i $489,427 SEC
2025   Q3 6,040 0.01 Reduce 0.33% $114.47–133.88 · VW $121.21i $724,148 SEC
2025   Q2 6,060 0.01 $133.91 $811,513 SEC
2025   Q1 6,060 0.01 $93.25 $565,113 SEC
2024   Q4 6,060 0.01 $89.13 $540,140 SEC
2024   Q3 6,060 0.01 Reduce 1.46% <0.01 $58.70–72.53 · VW $66.74i $429,818 SEC
2024   Q2 6,150 0.01 $67.49 $415,051 SEC
2024   Q1 6,150 0.01 $60.73 $373,508 SEC
2023   Q4 6,150 <0.01 Reduce 49.09% <0.01 $34.47–50.09 · VW $42.84i $299,431 SEC
2023   Q3 12,080 0.01 Reduce 37.80% <0.01 $37.11–48.50 · VW $42.78i $456,141 SEC
2023   Q2 19,420 0.01 Reduce 99.68% 3.47 $31.56–44.87 · VW $37.92i $855,432 SEC
2023   Q1 6,164,940 3.48 Reduce 2.03% 0.06 $28.53–37.94 · VW $33.38i $212,986,347 SEC
2022   Q4 6,292,590 2.90 Reduce 48.76% 2.09 $21.17–33.27 · VW $28.33i $185,555,894 SEC
2022   Q3 12,280,820 4.29 Reduce 40.25% 1.88 $16.97–25.20 · VW $22.27i $289,140,000 SEC
2022   Q2 20,555,040 4.68 Add 43.84% 1.43 $16.27–39.60 · VW $21.97i $359,446,000 SEC
2022   Q1 14,289,720 5.27 Add 84.36% 2.41 $32.98–61.00 · VW $42.27i $535,279,000 SEC
2021   Q4 7,751,050 3.99 Reduce 2.22% 0.10 $58.17–70.10 · VW $64.70i $466,954,000 SEC
2021   Q3 7,926,850 4.35 Reduce 0.92% 0.03 $50.47–61.90 · VW $55.99i $483,807,000 SEC
2021   Q2 8,000,540 3.75 Add 15.26% 0.50 $47.85–56.36 · VW $51.58i $422,597,000 SEC
2021   Q1 6,941,090 3.40 Reduce 1.04% 0.04 $48.57–59.33 · VW $53.39i $362,089,000 SEC
2020   Q4 7,013,740 4.04 Buy 4.04 $46.34–57.25 · VW $50.69i $379,254,000 SEC
Price snapshot:
Current price$73.83
Avg. buy price$58.36
+/- since buy26.51%
52-week low$70.86
52-week high$127.75