NFLX34

Netflix, Inc. · BDR

Portfolios as of March 2026

Price

R$6.71

▼ 9.2% over 1 month

All funds holding it

-4 this month

Value across all funds

R$155.4M

portfolios of Mar/26

Sold short

R$1.5M

4 funds

Largest holders

Equity and multi-strategy funds with AUM of R$ 50M or more

1
Franklin Templeton Brasil WESTERN ASSET
TrimmedR$50.2M
2
Caixa CAIXA INSTITUCIONAL BDR NÍVEL I
HeldR$22.5M
3
Safra SAFRA CONSUMO AMERICANO PB BDR-AÇÕES
TrimmedR$11.0M
4
BB BB AÇÕES GLOBAIS INSTITUCIONAL
AddedR$10.0M
5
Compound Partners AROSA
HeldR$9.6M
6
Empiricus EMPIRICUS TECH SELECT
AddedR$8.6M
7
Investidor Profissional FUNDO DE INVESTIMENTO EM AÇÕES IP PARTICIPAÇÕES INSTITUCIONAL
TrimmedR$5.4M

Month by month

Number of shares at each month-end

Fund	Position	Mar/26	Feb/26	Jan/26	Dec/25	Nov/25	Oct/25
Franklin Templeton Brasil · WESTERN ASSET	Trimmed	5.1M	5.4M	5.3M	5.3M	4.4M	459.3K
Caixa · CAIXA INSTITUCIONAL BDR NÍVEL I	Held	2.3M	2.3M	2.4M	2.4M	2.2M	227.2K
Safra · SAFRA CONSUMO AMERICANO PB BDR-AÇÕES	Trimmed	1.1M	1.4M	1.9M	1.8M	1.6M	177K
BB · BB AÇÕES GLOBAIS INSTITUCIONAL	Added	1M	150.5K	851.4K	1.1M	1.2M	132.4K
Compound Partners · AROSA	Held	968.7K	968.7K	968.7K	–	–	–
Empiricus · EMPIRICUS TECH SELECT	Added	871K	743.7K	743.7K	743.7K	577.7K	111.5K
Investidor Profissional · FUNDO DE INVESTIMENTO EM AÇÕES IP PARTICIPAÇÕES INSTITUCIONAL	Trimmed	539.9K	1.6M	1.5M	579K	–	–
Prumo Capital · PRUMO CAPITAL	Held	320K	320K	–	–	–	–
Lagosta Capital · SEA LOBSTER	Held	265K	265K	–	–	–	–
Forpus Capital · FORPUS AÇÕES MASTER	Added	260K	90K	180K	–	–	–
Banco Bradesco · BRADESCO NÍVEL I FI FINANCEIRO - CIA - RESP LIMITADA	Held	147.3K	148.2K	160.5K	160.5K	160.5K	17K
Banco Bradesco · BRADESCO INSTITUCIONAL	Held	143.2K	143.2K	143.2K	163K	152.1K	16.1K
Safra · SAFRA BDR-AÇÕES PB	Trimmed	108.9K	142.5K	228K	214.7K	200.1K	22.7K
Banco Bradesco · BRAM EQUITY HEDGE FI FINANCEIRO - CI MULT - RESP LIMITADA	Added	89.1K	63.7K	131.4K	111.4K	111.4K	–
Banco Bradesco · BRAM LONG BIASED	Held	80K	80K	80K	80K	80K	–
XP · GLADIUS	Trimmed	6.8K	181.9K	16K	–	–	–
Rubik Capital · JTP	Exited	–	464.6K	–	–	–	–
Rubik Capital · RUBIK BEQUEST MASTER	Exited	–	258.1K	–	–	–	–
Investidor Profissional · IP ATLAS MASTER	Exited	–	316.2K	292.9K	73.4K	–	–
XP · NIMROD	Exited	–	1K	–	–	–	–
Plural · PLURAL BDR	Exited	–	118.7K	118.7K	118.7K	118.7K	11.9K
Rubik Capital · RUBIK CICLOS MASTER	Exited	–	295.5K	–	–	–	–

Funds holding it

All CVM funds

Oct

Nov

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Jan

Feb

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May

Jun

Jul

Aug

Sep

Insiders

VLMO form, ten days after month-end

No insider trades in the last six months.