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Disclosery

Varenne Capital Partners: NFLX position timeline

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

Varenne Capital Partners held 0 NFLX shares at 2026-03-31 per its 13F-HR filed 2026-05-13.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -235,621 shares

    13F-HR 0000945621-26-000681 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 235,621 shares
    Change vs previous 13F +215,294 shares

    4.6% of the 13F portfolio, value $22,101,813.

    13F-HR 0000945621-26-000325 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 20,327 shares
    Change vs previous 13F -2,155 shares

    5.14% of the 13F portfolio, value $24,370,447.

    13F-HR 0000945621-25-001070 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 22,482 shares
    Change vs previous 13F -2,415 shares

    7.6% of the 13F portfolio, value $30,106,320.

    13F-HR 0000945621-25-000733 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 24,897 shares
    Change vs previous 13F -17,244 shares

    8.56% of the 13F portfolio, value $23,217,199.

    13F-HR 0000945621-25-000458 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 42,141 shares
    Change vs previous 13F -26,122 shares

    11.26% of the 13F portfolio, value $37,561,116.

    13F-HR 0000945621-25-000159 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 68,263 shares
    Change vs previous 13F not available

    9.42% of the 13F portfolio, value $48,416,898.

    13F-HR 0000945621-24-000941 filed by Varenne Capital Partners
    Filed (acceptance time not in the bulk data set), ingested

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