24 PRIMECAP Management Netflix Trades
PRIMECAP Management acquired 197k Netflix shares worth $248M. That's 0.18% of their equity portfolio (96th largest holding). The first Netflix trade was made in Q3 2017. Since then PRIMECAP Management bought shares twelve more times and sold shares on eleven occasions. The stake costed the investor $86.4M, netting the investor a gain of 187% so far.
News about Netflix Inc. and PRIMECAP Management
Despite Excellent Capital Allocation Decisions, Netflix Seems Fairly Valued
Netflix's long-term capital allocation strategy¡ªprioritizing organic growth, global content investment, and avoiding dilutive acquisitions¡ªhas driven excepti...
Netflix: Cash Flow Declines Again
Cash flow remains weak and disconnected from reported profits - this is a major red flag. Management's focus on revenue and margin growth masks underlying is...
Netflix Lifts Forecast on Ad Surge
Netflix (NFLX 2.15%) reported Q2 2025 earnings on July 17, 2025, with updated full-year revenue guidance of $44.8¨C$45.2 billion (midpoint up $1 billion from ...
Netflix set a 'really high bar' for tech earnings, says Dan Niles
Dan Niles, Niles Investment Management founder & portfolio manager, joins 'Closing Bell Overtime' to talk tech investing, the Magnificent 7 earnings coming u...