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. (GOOGL)
← All GOOGL superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,094,659 4.09 Reduce 0.77% 0.03 $272.11–349.00 · VW $313.28i $889,903,016 SEC
2025   Q4 3,118,760 4.39 Add 12.57% 0.49 $235.84–328.83 · VW $295.89i $976,174,798 SEC
2025   Q3 2,770,594 3.52 Reduce 2.94% 0.08 $172.77–256.00 · VW $209.35i $673,531,304 SEC
2025   Q2 2,854,413 2.69 Reduce 6.09% 0.17 $140.53–181.23 · VW $164.63i $503,033,259 SEC
2025   Q1 3,039,483 2.71 Add 0.79% 0.02 $150.66–207.05 · VW $177.73i $470,025,669 SEC
2024   Q4 3,015,704 3.32 Reduce 1.53% 0.04 $159.74–201.42 · VW $176.91i $570,872,789 SEC
2024   Q3 3,062,607 2.85 Reduce 0.38% 0.01 $147.22–191.75 · VW $166.48i $507,933,399 SEC
2024   Q2 3,074,425 3.25 Reduce 0.25% <0.01 $149.60–186.05 · VW $170.15i $560,006,575 SEC
2024   Q1 3,082,282 2.61 Reduce 12.49% 0.35 $130.67–153.78 · VW $142.93i $465,208,822 SEC
2023   Q4 3,522,043 2.78 Reduce 1.29% 0.04 $120.21–142.68 · VW $132.28i $492,054,320 SEC
2023   Q3 3,568,210 2.93 Reduce 1.06% 0.03 $115.35–139.16 · VW $130.73i $466,984,621 SEC
2023   Q2 3,606,619 2.63 Reduce 16.17% 0.48 $101.93–129.04 · VW $115.57i $431,774,321 SEC
2023   Q1 4,302,369 2.95 Add 0.60% 0.02 $84.86–108.18 · VW $96.84i $446,284,743 SEC
2022   Q4 4,276,844 2.56 Reduce 2.66% 0.08 $83.34–104.82 · VW $94.88i $377,345,946 SEC
2022   Q3 4,393,621 2.99 Reduce 8.22% 0.28 $95.56–122.43 · VW $109.24i $420,250,000 SEC
2022   Q2 4,787,380 3.35 Reduce 4.83% 0.17 $101.88–143.71 · VW $115.69i $521,647,000 SEC
2022   Q1 5,030,340 3.54 Reduce 3.78% 0.13 $124.50–151.55 · VW $136.29i $699,557,000 SEC
2021   Q4 5,227,940 3.52 Reduce 1.15% 0.04 $131.05–150.97 · VW $143.87i $757,278,000 SEC
2021   Q3 5,288,980 3.27 Reduce 0.77% 0.02 $121.53–146.25 · VW $136.48i $707,010,000 SEC
2021   Q2 5,329,960 2.78 Add 0.53% 0.01 $104.57–123.10 · VW $116.70i $650,732,000 SEC
2021   Q1 5,301,640 2.56 Reduce 6.75% 0.18 $84.81–107.26 · VW $97.80i $546,737,000 SEC
2020   Q4 5,685,340 2.60 Reduce 4.36% 0.11 $71.66–92.19 · VW $83.83i $498,218,000 SEC
2020   Q3 5,944,440 2.60 Reduce 26.58% 0.93 $70.11–86.31 · VW $76.62i $435,609,000 SEC
2020   Q2 8,096,960 3.50 Reduce 2.30% 0.08 $53.75–73.79 · VW $67.18i $574,095,000 SEC
2020   Q1 8,287,560 3.43 Reduce 4.57% 0.14 $50.44–76.54 · VW $64.73i $481,487,000 SEC
2019   Q4 8,684,540 2.96 Reduce 3.91% 0.12 $58.16–68.35 · VW $64.38i $581,599,000 SEC
2019   Q3 9,037,760 2.95 Reduce 3.68% 0.10 $54.77–63.42 · VW $59.87i $551,819,000 SEC
2019   Q2 9,383,320 2.66 Reduce 2.10% 0.06 $51.35–64.85 · VW $57.23i $508,013,000 SEC
2019   Q1 9,584,640 2.92 Reduce 4.06% 0.12 $51.12–61.82 · VW $56.60i $564,003,000 SEC
2018   Q4 9,990,660 3.02 Reduce 5.45% 0.15 $48.88–61.23 · VW $54.05i $522,058,000 SEC
2018   Q3 10,566,720 2.82 Reduce 20.04% 0.65 $55.33–64.57 · VW $60.63i $637,744,000 SEC
2018   Q2 13,215,100 3.26 Reduce 2.14% 0.07 $49.71–60.07 · VW $54.13i $746,118,000 SEC
2018   Q1 13,504,640 3.11 Reduce 3.74% 0.12 $49.20–59.90 · VW $54.82i $700,310,000 SEC
2017   Q4 14,029,580 3.18 Reduce 2.00% 0.06 $48.10–54.32 · VW $51.85i $738,938,000 SEC
2017   Q3 14,315,360 3.00 Reduce 4.46% 0.14 $45.77–50.31 · VW $47.63i $696,559,000 SEC
2017   Q2 14,983,200 3.07 Reduce 5.05% 0.15 $41.73–50.43 · VW $47.25i $696,479,000 SEC
2017   Q1 15,780,920 2.91 Reduce 4.32% 0.12 $39.84–43.72 · VW $41.89i $668,953,000 SEC
2016   Q4 16,492,860 2.89 Reduce 5.67% 0.18 $37.18–41.95 · VW $39.64i $653,488,000 SEC
2016   Q3 17,484,600 3.11 Reduce 4.08% 0.12 $34.95–40.95 · VW $39.36i $702,933,000 SEC
2016   Q2 18,228,320 2.92 Reduce 1.53% 0.05 $33.63–39.55 · VW $36.30i $641,208,000 SEC
2016   Q1 18,511,180 3.24 Reduce 1.90% 0.06 $34.10–40.52 · VW $37.02i $706,109,000 SEC
2015   Q4 18,869,440 3.20 Buy 3.20 $31.56–39.93 · VW $37.16i $734,031,000 SEC
Price snapshot:
Current price$352.51
Avg. buy price$71.03
+/- since buy396.28%
52-week low$175.98
52-week high$408.37