Gobi Capital LLC

SEC CIK: 0001698060
Latest filing: Aug 14, 2026

SEC filings (opens in a new tab)

NFLX holding history

Netflix Inc in every 13F filed by Gobi Capital LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

NFLX overview All 13F holders of NFLX Full Q2 2026 holdings

Shares (Q2 2026): 2,084,109
Value: $148.8M
% of portfolio: 7.6%
Quarters held: 20; Since Q3 2021

Holdings of NFLX by Gobi Capital LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	2,084,109	$148.8M	7.6%	+12,800+0.6%	Added	Holders
Q1 2026	2,071,309	$199.2M	11.6%	+506,566+32.4%	Added	Holders
Q4 2025	1,564,743	$146.7M	7.3%	+282,473+22.0%	AddedConverted for a 10-for-1 split	Holders
Q3 2025	128,227	$153.7M	7.5%	−9,127−6.6%	Reduced	Holders
Q2 2025	137,354	$183.9M	9.1%	+21,504+18.6%	Added	Holders
Q1 2025	115,850	$108.0M	6.2%	−30,986−21.1%	Reduced	Holders
Q4 2024	146,836	$130.9M	7.7%	−94,034−39.0%	Reduced	Holders
Q3 2024	240,870	$170.8M	9.8%	+10,300+4.5%	Added	Holders
Q2 2024	230,570	$155.6M	9.9%	−31,300−12.0%	Reduced	Holders
Q1 2024	261,870	$159.0M	9.9%	−20,376−7.2%	Reduced	Holders
Q4 2023	282,246	$137.4M	10.0%	−25,600−8.3%	Reduced	Holders
Q3 2023	307,846	$116.2M	8.6%	−11,906−3.7%	Reduced	Holders
Q2 2023	319,752	$140.8M	9.1%	−177,317−35.7%	Reduced	Holders
Q1 2023	497,069	$171.7M	12.3%	−74,900−13.1%	Reduced	Holders
Q4 2022	571,969	$168.7M	14.7%	−183,482−24.3%	Reduced	Holders
Q3 2022	755,451	$177.9M	15.8%	−10,000−1.3%	Reduced	Holders
Q2 2022	765,451	$133.9M	11.1%	+311,426+68.6%	Added	Holders
Q1 2022	454,025	$170.1M	10.2%	+41,642+10.1%	Added	Holders
Q4 2021	412,383	$248.4M	12.6%	−5,800−1.4%	Reduced	Holders
Q3 2021	418,183	$255.2M	13.8%	+418,183	New	Holders