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ThornTree Capital Partners LP: NFLX position timeline

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

ThornTree Capital Partners LP held 300,810 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 300,810 shares
    Change vs previous 13F 0 shares

    2.94% of the 13F portfolio, value $21,477,834.

    13F-HR 0001172661-26-003754 filed by ThornTree Capital Partners LP
    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 300,810 shares
    Change vs previous 13F 0 shares

    5.13% of the 13F portfolio, value $28,922,882.

    13F-HR 0001172661-26-002253 filed by ThornTree Capital Partners LP
    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 300,810 shares
    Change vs previous 13F +270,729 shares

    4.72% of the 13F portfolio, value $28,203,946.

    13F-HR 0001172661-26-001146 filed by ThornTree Capital Partners LP
    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 30,081 shares
    Change vs previous 13F 0 shares

    5.52% of the 13F portfolio, value $36,064,713.

    13F-HR 0001172661-25-005051 filed by ThornTree Capital Partners LP
    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 30,081 shares
    Change vs previous 13F 0 shares

    6.71% of the 13F portfolio, value $40,282,370.

    13F-HR 0001172661-25-003503 filed by ThornTree Capital Partners LP
    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 30,081 shares
    Change vs previous 13F -24,224 shares

    6.19% of the 13F portfolio, value $28,051,435.

    13F-HR 0001172661-25-002153 filed by ThornTree Capital Partners LP
    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 54,305 shares
    Change vs previous 13F 0 shares

    8.12% of the 13F portfolio, value $48,403,133.

    13F-HR 0001172661-25-001163 filed by ThornTree Capital Partners LP
    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 54,305 shares
    Change vs previous 13F not available

    8.04% of the 13F portfolio, value $38,516,907.

    13F-HR 0001172661-24-005153 filed by ThornTree Capital Partners LP
    Filed (acceptance time not in the bulk data set), ingested

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