Thomas Russo - Gardner Russo & Quinn
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    86
Portfolio value:    $8,496,278,296
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 5,610,666 6.35 Add 12.11% 0.69 $75.01–100.19 · VW $90.34i $539,465,536 SEC
2025   Q4 5,004,765 5.07 Reduce 2.71% 0.18 $91.33–124.86 · VW $107.37i $469,246,766 SEC
2025   Q3 5,144,250 6.61 Reduce 5.15% 0.40 $114.47–133.88 · VW $121.21i $616,754,421 SEC
2025   Q2 5,423,340 7.72 Reduce 2.88% 0.17 $82.11–134.12 · VW $112.84i $726,255,729 SEC
2025   Q1 5,584,120 5.84 Reduce 11.75% 0.75 $82.35–106.45 · VW $94.86i $520,735,942 SEC
2024   Q4 6,327,730 6.38 Reduce 13.54% 0.72 $67.79–94.18 · VW $81.74i $564,003,230 SEC
2024   Q3 7,318,380 5.33 Reduce 6.42% 0.36 $58.70–72.53 · VW $66.74i $519,070,738 SEC
2024   Q2 7,820,620 5.58 Reduce 10.53% 0.57 $54.20–68.99 · VW $61.14i $527,798,003 SEC
2024   Q1 8,740,750 5.45 Reduce 22.30% 1.24 $46.19–63.44 · VW $56.47i $530,851,970 SEC
2023   Q4 11,249,620 5.58 Reduce 3.14% 0.15 $34.47–50.09 · VW $42.84i $547,721,499 SEC
2023   Q3 11,614,750 4.78 Reduce 1.21% 0.06 $37.11–48.50 · VW $42.78i $438,572,960 SEC
2023   Q2 11,757,450 5.12 Add 10.34% 0.48 $31.56–44.87 · VW $37.92i $517,903,915 SEC
2023   Q1 10,656,030 3.82 Reduce 0.46% 0.02 $28.53–37.94 · VW $33.38i $368,144,524 SEC
2022   Q4 10,705,630 3.49 Add 13.79% 0.42 $21.17–33.27 · VW $28.33i $315,687,617 SEC
2022   Q3 9,408,020 2.68 Add 80.63% 1.20 $16.97–25.20 · VW $22.27i $221,502,000 SEC
2022   Q2 5,208,420 1.02 Buy 1.02 $16.27–39.60 · VW $21.97i $91,080,000 SEC
2013   Q2 0 0.00 Sell 100.00% <0.01 $2.27–3.56 · VW $3.03i SEC
2013   Q1 3,640 <0.01 Buy <0.01 $1.30–2.82 · VW $2.39i $10,000 SEC
Price snapshot:
Current price$73.83
Avg. buy price$31.30
+/- since buy135.89%
52-week low$70.86
52-week high$127.75