Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  Equinix, Inc. (EQIX)
← All EQIX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 21,223 0.10 Add 2.17% <0.01 $755.40–992.90 · VW $903.32i $20,803,634 SEC
2025   Q4 20,773 0.07 Reduce 4.72% <0.01 $720.62–853.83 · VW $783.76i $15,915,442 SEC
2025   Q3 21,803 0.09 Add 39.20% 0.03 $743.88–815.00 · VW $781.05i $17,076,982 SEC
2025   Q2 15,663 0.07 Add 1.89% <0.01 $701.41–924.88 · VW $826.25i $12,459,447 SEC
2025   Q1 15,373 0.07 Reduce 19.92% 0.02 $795.12–964.73 · VW $883.24i $12,534,376 SEC
2024   Q4 19,198 0.11 Reduce 0.67% <0.01 $862.23–994.03 · VW $935.58i $18,101,602 SEC
2024   Q3 19,328 0.10 Add 11.99% 0.01 $746.73–896.62 · VW $822.78i $17,156,113 SEC
2024   Q2 17,258 0.00 Reduce 0.06% $684.14–826.86 · VW $752.36i SEC
2024   Q1 17,268 0.08 Reduce 3.25% <0.01 $785.16–914.93 · VW $844.92i $14,251,798 SEC
2023   Q4 17,848 0.08 Reduce 5.66% <0.01 $677.80–824.86 · VW $771.66i $14,374,601 SEC
2023   Q3 18,918 0.09 $726.26 $13,739,387 SEC
2023   Q2 18,918 0.09 Reduce 20.44% 0.02 $672.88–792.03 · VW $737.80i $14,830,577 SEC
2023   Q1 23,778 0.11 Reduce 10.13% 0.01 $650.61–762.51 · VW $707.13i $17,144,889 SEC
2022   Q4 26,458 0.12 $655.03 $17,330,784 SEC
2022   Q3 26,458 0.11 $568.83 $15,050,000 SEC
2022   Q2 26,458 0.11 Add 2.92% <0.01 $606.12–776.35 · VW $682.97i $17,383,000 SEC
2022   Q1 25,708 0.10 Reduce 1.38% <0.01 $662.26–847.71 · VW $724.60i $19,066,000 SEC
2021   Q4 26,068 0.10 Add 0.35% <0.01 $744.79–853.42 · VW $815.44i $22,049,000 SEC
2021   Q3 25,978 0.09 $790.13 $20,526,000 SEC
2021   Q2 25,978 0.09 Reduce 21.96% 0.02 $673.31–829.61 · VW $753.98i $20,850,000 SEC
2021   Q1 33,288 0.11 Add 3.86% <0.01 $586.73–770.35 · VW $678.62i $22,622,000 SEC
2020   Q4 32,050 0.12 $714.17 $22,889,000 SEC
2020   Q3 32,050 0.15 Reduce 6.53% <0.01 $697.28–805.81 · VW $767.87i $24,362,000 SEC
2020   Q2 34,290 0.15 Reduce 7.90% 0.01 $580.69–718.33 · VW $675.72i $24,082,000 SEC
2020   Q1 37,230 0.17 Add 3.73% <0.01 $477.87–657.00 · VW $588.86i $23,253,000 SEC
2019   Q4 35,890 0.11 Reduce 0.11% <0.01 $519.37–584.45 · VW $563.14i $20,949,000 SEC
2019   Q3 35,930 0.11 Reduce 37.92% 0.06 $484.24–609.97 · VW $541.20i $20,724,000 SEC
2019   Q2 57,880 0.15 Reduce 2.80% <0.01 $440.72–516.95 · VW $477.19i $29,188,000 SEC
2019   Q1 59,550 0.14 Add 2.65% <0.01 $343.58–460.88 · VW $408.78i $26,986,000 SEC
2018   Q4 58,010 0.12 Add 15.41% 0.02 $335.29–436.15 · VW $382.01i $20,452,000 SEC
2018   Q3 50,266 0.10 Add 8.61% <0.01 $421.50–457.99 · VW $437.60i $21,760,000 SEC
2018   Q2 46,282 0.09 Add 8.18% <0.01 $379.66–433.26 · VW $411.82i $19,896,000 SEC
2018   Q1 42,784 0.08 Buy 0.08 $370.79–461.73 · VW $420.47i $17,890,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.01 $230.61–274.13 · VW $258.49i SEC
2015   Q1 15,569 0.01 Buy 0.01 $213.89–244.97 · VW $228.37i $3,625,000 SEC
Price snapshot:
Current price$1,039.53
Avg. buy price$582.15
+/- since buy78.57%
52-week low$713.19
52-week high$1,124.00