Polen Focus Growth Sold Netflix (NFLX) for Valuation Discipline
Polen Capital, an investment management company, released its “Polen Focus Growth Strategy” second quarter 2024 investor letter. A copy of the letter can be downloaded here.
Netflix Inc (NFLX)
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Sector: Services-Video Tape Rental
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | 13,100 | $8,840,928 | -53% | 2.85% | |
| 2. | 12,400 | $8,368,512 | -50% | 2.69% | |
| 3. | Beech Hill Partners Paul Cantor, Joseph Weiss, And Will Wurm | 5,945 | $4,012,162 | -2% | 1.65% |
| 4. | Intermede Investment Partners Barry Dargan | 204,376 | $137,929 | +23% | 2.91% |
Insider Trading: Purchases See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $379.96 | 40 | Officer, Director | 5,158,941 | 2022-01-28 | Filing | |
| $376.45 | 2,500 | Officer, Director | 5,158,901 | 2022-01-28 | Filing | |
| $375.29 | 2,000 | Officer, Director | 5,156,401 | 2022-01-28 | Filing | |
| $393.47 | 535 | Officer, Director | 5,154,401 | 2022-01-27 | Filing | |
| $392.85 | 4,424 | Officer, Director | 5,153,866 | 2022-01-27 | Filing |
Insider Trading: Sales See All
| Insider | Price | Amount | Relationship | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $674.89 | 279 | Officer, Director | 57 | 2024-07-01 | Filing | |
| $673.97 | 2,313 | Officer, Director | 336 | 2024-07-01 | Filing | |
| $673.32 | 3,200 | Officer, Director | 2,649 | 2024-07-01 | Filing | |
| $672.18 | 4,028 | Officer, Director | 5,849 | 2024-07-01 | Filing | |
| $671.06 | 3,084 | Officer, Director | 9,877 | 2024-07-01 | Filing |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 36,438,570 | $17,741,210,962 | 0.38% | |
| 2. | 30,899,510 | $15,044,353,447 | 0.38% | |
| 3. | 21,947,230 | $10,685,667,134 | 0.82% | |
| 4. | 16,754,208 | $8,157,288,791 | 0.39% | |
| 5. | 11,744,636 | $5,718,265,343 | 1.01% |
News See All
Netflix, Inc. (NASDAQ:NFLX) Q2 2024 Earnings Call Transcript
Spencer Wang: Welcome to the Netflix Q2 2024 Earnings Interview. I'm Spencer Wang, VP of Finance, IR and Corporate Development.
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