Polymer Capital Management (US) LLC

Position in NFLX — Netflix Inc

CIK 1973324 NEW YORK, NY

Position in NFLX

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$307,734

+$14,641 QoQ

Shares Held

4,310

+37.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,646

of 3,338 holders

Holding Since

Sep 2025

3 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Communication Services · as of Jun 30, 2026

Polymer Capital Management (US) LLC holds $6,862,584 across 6 Entertainment names. NFLX ranks #5 (4.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROKU	Roku, Inc	28,608	$3,951,909
2	VSNT	Versant Media Group, Inc.	30,270	$1,090,022
3	FOXA	Fox Corp	19,440	$958,183
4	DIS	Walt Disney Co	4,654	$447,947
5	NFLX	Netflix Inc This page	4,310	$307,734
6	AMC	Amc Entertainment Holdings, Inc.	56,205	$106,789

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$307,734	4,310	+37.9%	Shares	Sole	2026-08-14
2025-12-31	$293,093	3,126	+677.6%	Shares	Sole	2026-02-17
2025-09-30	$481,965	402	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.