10 Best Stocks to Buy According to Billionaire Paul Tudor Jones

7. Netflix, Inc. (NASDAQ:NFLX)

Tudor Investment Corp’s Stake: $148 Million  

Netflix, Inc. (NASDAQ:NFLX) has been a long-term holding of Tudor Investment Corp. The fund first purchased a stake in the company back in the fourth quarter of 2011, when it was not so popular around the world as it is now. This holding comprised nearly 260,000 shares and was sold off by the next quarter. A new position was opened in the third quarter of 2014. Since then, the stock has been a constant feature in the portfolio of the fund. Filings for the fourth quarter of 2025 show that the fund owns nearly 1.6 million shares in the company, a 147% jump compared to filings for the third quarter of 2025.

Hedge funds are pivotally focused on the transition of Netflix, Inc. (NASDAQ:NFLX) from a pure subscription model to a hybrid advertising powerhouse. After ad sales grew 2.5x in 2025, Netflix has officially guided for ad revenue to double again to $3 billion in 2026. Analysts project that by 2027, Netflix will control nearly 10% of global Connected TV ad spend, moving it into direct competition with traditional broadcasters and YouTube. Because the ad infrastructure is now mostly built-out, the incremental revenue from ads is dropping straight to the bottom line, driving operating margin targets to a record 31.5% for 2026.