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Disclosery

Gobi Capital LLC: NFLX position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Gobi Capital LLC on NFLX, newest first. How the timeline and the estimate are built.

Gobi Capital LLC held 2,084,109 NFLX shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 2,084,109 shares
    Change vs previous 13F +12,800 shares

    7.57% of the 13F portfolio, value $148,805,383.

    13F-HR 0001420506-26-001750 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 2,071,309 shares
    Change vs previous 13F +506,566 shares

    11.63% of the 13F portfolio, value $199,156,360.

    13F-HR 0001420506-26-001113 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,564,743 shares
    Change vs previous 13F +1,436,516 shares

    7.32% of the 13F portfolio, value $146,710,304.

    13F-HR 0001420506-26-000588 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 128,227 shares
    Change vs previous 13F -9,127 shares

    7.47% of the 13F portfolio, value $153,733,915.

    13F-HR 0001420506-25-003294 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 137,354 shares
    Change vs previous 13F +21,504 shares

    9.1% of the 13F portfolio, value $183,934,862.

    13F-HR 0001420506-25-002072 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 115,850 shares
    Change vs previous 13F -30,986 shares

    6.15% of the 13F portfolio, value $108,033,601.

    13F-HR 0001420506-25-001215 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 146,836 shares
    Change vs previous 13F -94,034 shares

    7.68% of the 13F portfolio, value $130,877,864.

    13F-HR 0001420506-25-000581 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 240,870 shares
    Change vs previous 13F not available

    9.81% of the 13F portfolio, value $170,841,865.

    13F-HR 0001420506-24-002558 filed by Gobi Capital LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).