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  Alphabet Inc. (GOOG)
← All GOOG superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 677,607 0.89 Reduce 4.69% 0.05 $271.54–350.15 · VW $312.92i $194,380,010 SEC
2025   Q4 710,963 1.00 Add 10.05% 0.09 $236.68–328.67 · VW $296.23i $223,101,674 SEC
2025   Q3 646,051 0.82 Reduce 0.67% <0.01 $173.88–256.70 · VW $210.05i $157,345,721 SEC
2025   Q2 650,390 0.62 Add 0.57% <0.01 $142.66–182.45 · VW $166.40i $115,372,682 SEC
2025   Q1 646,697 0.58 Reduce 0.04% <0.01 $152.21–208.70 · VW $179.29i $101,033,472 SEC
2024   Q4 646,956 0.72 Reduce 2.81% 0.02 $161.12–202.88 · VW $178.52i $123,206,301 SEC
2024   Q3 665,676 0.62 Reduce 1.45% 0.01 $148.20–193.31 · VW $167.76i $111,294,370 SEC
2024   Q2 675,447 0.72 Add 0.65% <0.01 $151.08–187.50 · VW $171.74i $123,890,489 SEC
2024   Q1 671,067 0.57 Reduce 4.05% 0.02 $131.55–155.20 · VW $144.24i $102,176,661 SEC
2023   Q4 699,392 0.56 Reduce 1.80% 0.01 $121.46–143.95 · VW $133.63i $98,565,315 SEC
2023   Q3 712,177 0.59 Reduce 2.26% 0.01 $115.83–139.93 · VW $131.48i $93,900,537 SEC
2023   Q2 728,618 0.54 Reduce 84.05% 2.64 $102.38–129.55 · VW $116.33i $88,140,919 SEC
2023   Q1 4,567,675 3.14 Add 1.33% 0.04 $85.57–108.82 · VW $97.51i $475,038,130 SEC
2022   Q4 4,507,926 2.72 Reduce 3.25% 0.10 $83.45–105.10 · VW $95.21i $399,988,251 SEC
2022   Q3 4,659,454 3.19 Reduce 9.87% 0.36 $96.03–123.26 · VW $109.79i $448,006,000 SEC
2022   Q2 5,169,740 3.63 Reduce 4.75% 0.18 $102.21–144.04 · VW $115.81i $565,427,000 SEC
2022   Q1 5,427,300 3.83 Reduce 4.48% 0.17 $124.64–152.10 · VW $136.53i $757,919,000 SEC
2021   Q4 5,682,040 3.83 Reduce 2.06% 0.07 $131.17–151.85 · VW $144.34i $822,074,000 SEC
2021   Q3 5,801,540 3.58 Reduce 36.24% 1.76 $124.85–146.82 · VW $137.43i $773,144,000 SEC
2021   Q2 9,098,540 4.87 Reduce 21.38% 1.20 $104.84–127.80 · VW $119.28i $1,140,192,000 SEC
2021   Q1 11,572,320 5.60 Reduce 15.73% 0.99 $84.95–107.63 · VW $98.43i $1,196,942,000 SEC
2020   Q4 13,732,460 6.27 Reduce 8.31% 0.55 $71.80–92.36 · VW $84.30i $1,202,880,000 SEC
2020   Q3 14,976,700 6.57 Reduce 5.14% 0.35 $70.33–86.66 · VW $76.94i $1,100,487,000 SEC
2020   Q2 15,787,420 6.80 Reduce 1.43% 0.09 $53.99–73.80 · VW $67.35i $1,115,862,000 SEC
2020   Q1 16,016,000 6.64 Reduce 9.17% 0.55 $50.68–76.61 · VW $64.93i $931,178,000 SEC
2019   Q4 17,632,260 6.00 Reduce 3.65% 0.22 $58.12–68.25 · VW $64.41i $1,178,734,000 SEC
2019   Q3 18,301,140 5.97 Reduce 4.61% 0.25 $54.69–63.28 · VW $59.80i $1,115,454,000 SEC
2019   Q2 19,185,880 5.42 Reduce 2.24% 0.13 $51.25–64.46 · VW $56.85i $1,036,910,000 SEC
2019   Q1 19,626,080 5.95 Reduce 3.85% 0.24 $50.70–61.59 · VW $56.31i $1,151,373,000 SEC
2018   Q4 20,411,160 6.12 Reduce 1.25% 0.07 $48.51–60.50 · VW $53.42i $1,056,970,000 SEC
2018   Q3 20,668,560 5.46 Reduce 8.04% 0.44 $54.69–63.69 · VW $60.00i $1,233,365,000 SEC
2018   Q2 22,475,340 5.48 Reduce 1.78% 0.09 $49.52–59.31 · VW $53.70i $1,253,730,000 SEC
2018   Q1 22,881,620 5.24 Reduce 1.79% 0.09 $49.03–59.34 · VW $54.53i $1,180,451,000 SEC
2017   Q4 23,298,140 5.24 Add 1.45% 0.08 $47.39–53.92 · VW $51.18i $1,218,958,000 SEC
2017   Q3 22,964,500 4.74 Reduce 3.57% 0.17 $44.74–49.31 · VW $46.81i $1,100,755,000 SEC
2017   Q2 23,815,900 4.78 Reduce 4.79% 0.22 $40.85–49.41 · VW $46.28i $1,082,111,000 SEC
2017   Q1 25,013,520 4.52 Reduce 2.85% 0.13 $38.79–42.67 · VW $40.83i $1,037,510,000 SEC
2016   Q4 25,747,500 4.39 Reduce 2.93% 0.13 $36.38–40.83 · VW $38.64i $993,621,000 SEC
2016   Q3 26,524,840 4.55 Reduce 3.06% 0.13 $34.41–39.49 · VW $38.16i $1,030,874,000 SEC
2016   Q2 27,362,800 4.31 Reduce 0.72% 0.03 $33.16–38.49 · VW $35.59i $946,889,000 SEC
2016   Q1 27,562,320 4.70 Reduce 1.36% 0.06 $33.15–39.49 · VW $36.10i $1,026,627,000 SEC
2015   Q4 27,942,180 4.62 Buy 4.62 $29.99–39.00 · VW $36.04i $1,060,238,000 SEC
Price snapshot:
Current price$350.67
Avg. buy price$65.66
+/- since buy434.07%
52-week low$180.20
52-week high$404.23