Tilson has experience on both the short and long sides of Netflix. Last month at the Value Investing Congress he laid out his long thesis for Netflix calling it a "better business than Amazon."
T2 also has a new stake in Toll Brothers (248,000 shares (put)).
Just a reminder, hedge funds are only required to disclose their long equity positions in 13Fs. Short positions are not required to be disclosed.
More From Business Insider
- Beautiful Twins At Center Of Petraeus Scandal Schmoozed With Elite And Racked Up Millions In Debts
- Why Texas Could Probably Secede
- Forget What Jill Kelley Says: There Is No Such Thing As An 'Unpaid Social Liaison'
- Investment & Company Information