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OGBORNE CAPITAL MANAGEMENT, LLC: NFLX position timeline

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

OGBORNE CAPITAL MANAGEMENT, LLC held 300,000 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 300,000 shares
    Change vs previous 13F -75,000 shares

    9.77% of the 13F portfolio, value $21,420,000.

    13F-HR 0001619083-26-000006 filed by OGBORNE CAPITAL MANAGEMENT, 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 375,000 shares
    Change vs previous 13F -375,000 shares

    18.33% of the 13F portfolio, value $36,056,250.

    13F-HR 0001619083-26-000003 filed by OGBORNE CAPITAL MANAGEMENT, 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 750,000 shares
    Change vs previous 13F +667,500 shares

    23.21% of the 13F portfolio, value $70,320,000.

    13F-HR 0001619083-26-000002 filed by OGBORNE CAPITAL MANAGEMENT, 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 82,500 shares
    Change vs previous 13F +7,500 shares

    26.95% of the 13F portfolio, value $98,910,900.

    13F-HR 0001619083-25-000003 filed by OGBORNE CAPITAL MANAGEMENT, 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 75,000 shares
    Change vs previous 13F 0 shares

    24.91% of the 13F portfolio, value $100,434,750.

    13F-HR 0001879202-25-000031 filed by OGBORNE CAPITAL MANAGEMENT, 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 75,000 shares
    Change vs previous 13F -14,380 shares

    26.86% of the 13F portfolio, value $69,939,750.

    13F-HR 0001879202-25-000019 filed by OGBORNE CAPITAL MANAGEMENT, 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 89,380 shares
    Change vs previous 13F +1,540 shares

    19.45% of the 13F portfolio, value $79,666,182.

    13F-HR 0001879202-25-000007 filed by OGBORNE CAPITAL MANAGEMENT, 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 87,840 shares
    Change vs previous 13F not available

    17.58% of the 13F portfolio, value $62,302,277.

    13F-HR 0001879202-24-000062 filed by OGBORNE CAPITAL MANAGEMENT, LLC
    Filed (acceptance time not in the bulk data set), ingested

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