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Rule One Partners, LLC: NFLX position timeline

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

Rule One Partners, LLC held 405,000 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 405,000 shares
    Change vs previous 13F +20,000 shares

    32.17% of the 13F portfolio, value $29,880,900.

    13F-HR 0002040263-26-000004 filed by Rule One Partners, 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 385,000 shares
    Change vs previous 13F 0 shares

    36.83% of the 13F portfolio, value $37,017,750.

    13F-HR 0002040263-26-000003 filed by Rule One Partners, 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 385,000 shares
    Change vs previous 13F +346,500 shares

    43.52% of the 13F portfolio, value $36,097,600.

    13F-HR 0002040263-26-000001 filed by Rule One Partners, 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 38,500 shares
    Change vs previous 13F +1,500 shares

    41.35% of the 13F portfolio, value $46,446,785.

    13F-HR 0002040263-25-000006 filed by Rule One Partners, 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 37,000 shares
    Change vs previous 13F -17,100 shares

    46.58% of the 13F portfolio, value $51,556,505.

    13F-HR 0002040263-25-000003 filed by Rule One Partners, 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 54,100 shares
    Change vs previous 13F -7,400 shares

    41.73% of the 13F portfolio, value $50,449,873.

    13F-HR 0002040263-25-000002 filed by Rule One Partners, 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 61,500 shares
    Change vs previous 13F 0 shares

    44.15% of the 13F portfolio, value $54,816,180.

    13F-HR 0002040263-25-000001 filed by Rule One Partners, 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 61,500 shares
    Change vs previous 13F not available

    39.53% of the 13F portfolio, value $43,620,105.

    13F-HR 0002040263-24-000001 filed by Rule One Partners, LLC
    Filed (acceptance time not in the bulk data set), ingested

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