Steven Romick - First Pacific Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    83
Portfolio value:    $6,998,758,247
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 16,400 0.02 $96.15 $1,576,860 SEC
2025   Q4 16,400 0.02 $93.76 $1,537,664 SEC
2025   Q3 16,400 0.03 Reduce 29.91% 0.02 $114.47–133.88 · VW $121.21i $1,966,229 SEC
2025   Q2 23,400 0.05 $133.91 $3,133,564 SEC
2025   Q1 23,400 0.04 Reduce 16.40% <0.01 $82.35–106.45 · VW $94.86i $2,182,120 SEC
2024   Q4 27,990 0.04 Reduce 94.18% 0.45 $67.79–94.18 · VW $81.74i $2,494,805 SEC
2024   Q3 480,770 0.48 Reduce 48.17% 0.41 $58.70–72.53 · VW $66.74i $34,099,574 SEC
2024   Q2 927,590 0.86 Reduce 16.10% 0.15 $54.20–68.99 · VW $61.14i $62,601,194 SEC
2024   Q1 1,105,560 0.96 Reduce 20.64% 0.21 $46.19–63.44 · VW $56.47i $67,143,976 SEC
2023   Q4 1,393,010 1.04 Reduce 17.32% 0.18 $34.47–50.09 · VW $42.84i $67,822,871 SEC
2023   Q3 1,684,830 1.02 Reduce 36.81% 0.64 $37.11–48.50 · VW $42.78i $63,619,181 SEC
2023   Q2 2,666,090 1.75 Reduce 17.70% 0.31 $31.56–44.87 · VW $37.92i $117,438,598 SEC
2023   Q1 3,239,370 1.77 Reduce 17.63% 0.32 $28.53–37.94 · VW $33.38i $111,913,755 SEC
2022   Q4 3,932,660 1.82 Reduce 2.10% 0.03 $21.17–33.27 · VW $28.33i $115,966,278 SEC
2022   Q3 4,017,100 1.52 Reduce 18.16% 0.23 $16.97–25.20 · VW $22.27i $94,579,000 SEC
2022   Q2 4,908,210 1.28 Add 11.57% 0.13 $16.27–39.60 · VW $21.97i $85,830,000 SEC
2022   Q1 4,399,400 2.12 Add 576.38% 1.81 $32.98–61.00 · VW $42.27i $164,797,000 SEC
2021   Q4 650,430 0.49 Add 1074.91% 0.45 $58.17–70.10 · VW $64.70i $39,185,000 SEC
2021   Q3 55,360 0.04 Reduce 94.78% 0.66 $50.47–61.90 · VW $55.99i $3,379,000 SEC
2021   Q2 1,060,440 0.70 Add 4081.55% 0.68 $47.85–56.36 · VW $51.58i $56,014,000 SEC
2021   Q1 25,360 0.02 $52.17 $1,323,000 SEC
2020   Q4 25,360 0.02 Reduce 3.02% <0.01 $46.34–57.25 · VW $50.69i $1,371,000 SEC
2020   Q3 26,150 0.02 $50.02 $1,308,000 SEC
2020   Q2 26,150 0.02 $45.51 $1,190,000 SEC
2020   Q1 26,150 0.01 Buy 0.01 $29.02–39.35 · VW $35.31i $982,000 SEC
2019   Q3 0 0.00 Sell 100.00% 0.01 $25.23–38.48 · VW $30.65i SEC
2019   Q2 19,280 0.01 Reduce 22.88% <0.01 $33.26–38.60 · VW $36.10i $708,000 SEC
2019   Q1 25,000 0.01 $35.64 $891,000 SEC
2018   Q4 25,000 0.01 Add 78.57% <0.01 $23.12–38.68 · VW $29.59i $669,000 SEC
2018   Q3 14,000 <0.01 $37.43 $524,000 SEC
2018   Q2 14,000 <0.01 Buy <0.01 $27.12–42.32 · VW $34.49i $548,000 SEC
Price snapshot:
Current price$73.83
Avg. buy price$38.32
+/- since buy92.67%
52-week low$70.86
52-week high$127.75