Should You Invest in Netflix (NFLX)?

Core Insights - Macquarie Asset Management's "Macquarie Core Equity Fund" reported a return of 11.94% in Q2 2025, outperforming the S&P 500 Index which rose by 10.94% [1] - The strong performance of the equity market was attributed to reduced concerns over potential tariffs from the Trump administration, which paused tariff implementation [1] - Sector selection contributed to 80% of the fund's relative performance, while individual security selection accounted for the remaining 20% [1] Company Focus: Netflix, Inc. - Netflix, Inc. (NASDAQ:NFLX) had a one-month return of 0.26% and a significant 72.29% increase in value over the past 52 weeks, closing at $1,207.78 per share with a market capitalization of $520.628 billion on September 18, 2025 [2] - The fund anticipates continued growth momentum for Netflix, with slower growth in content and licensing investments leading to higher margins over the next two to three years [3] - Netflix ranked 14th among the 30 Most Popular Stocks Among Hedge Funds, with 133 hedge fund portfolios holding its shares at the end of Q2 2025, a decrease from 150 in the previous quarter [3]