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  Netflix, Inc. (NFLX)
← All NFLX superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 0.45 $4.53–6.95 · VW $6.12i SEC
2014   Q4 27,410,670 0.45 Reduce 3.04% 0.02 $4.51–6.69 · VW $5.36i $133,768,000 SEC
2014   Q3 28,271,320 0.59 Reduce 3.46% 0.02 $5.89–6.99 · VW $6.43i $182,220,000 SEC
2014   Q2 29,285,760 0.57 Reduce 8.08% 0.04 $4.28–6.44 · VW $5.35i $184,334,000 SEC
2014   Q1 31,860,080 0.46 Reduce 10.03% 0.05 $4.56–6.54 · VW $5.65i $160,224,000 SEC
2013   Q4 35,410,970 0.47 Reduce 1.36% <0.01 $4.04–5.56 · VW $4.91i $186,247,000 SEC
2013   Q3 35,897,820 0.42 Reduce 0.59% <0.01 $3.03–4.58 · VW $3.85i $158,571,000 SEC
2013   Q2 36,111,320 0.28 Reduce 2.79% <0.01 $2.27–3.56 · VW $3.03i $108,896,000 SEC
2013   Q1 37,146,620 0.25 Reduce 86.52% 0.85 $1.30–2.82 · VW $2.39i $100,444,000 SEC
2012   Q4 275,640,470 0.98 Reduce 5.55% 0.03 $0.78–1.40 · VW $1.12i $364,594,000 SEC
2012   Q3 291,844,280 0.55 Reduce 1.67% 0.01 $0.75–1.24 · VW $0.88i $226,971,000 SEC
2012   Q2 296,801,960 0.66 Add 85.50% 0.31 $0.87–1.64 · VW $1.11i $290,378,000 SEC
2012   Q1 160,000,050 0.62 Reduce 9.67% 0.04 $1.00–1.91 · VW $1.59i $262,949,000 SEC
2011   Q4 177,119,670 0.43 Buy 0.43 $0.89–1.84 · VW $1.18i $175,323,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.08 $0.52–0.72 · VW $0.61i SEC
2009   Q1 35,814,240 0.08 Reduce 74.11% 0.12 $0.41–0.63 · VW $0.53i $21,630,000 SEC
2008   Q4 138,347,720 0.16 Reduce 4.44% <0.01 $0.26–0.44 · VW $0.35i $57,791,000 SEC
2008   Q3 144,782,680 0.13 Reduce 3.90% <0.01 $0.38–0.49 · VW $0.43i $63,870,000 SEC
2008   Q2 150,664,920 0.10 Reduce 40.16% 0.09 $0.37–0.58 · VW $0.46i $56,112,000 SEC
2008   Q1 251,784,750 0.22 Reduce 29.81% 0.06 $0.29–0.57 · VW $0.42i $124,633,000 SEC
2007   Q4 358,715,560 0.20 Reduce 4.57% <0.01 $0.29–0.42 · VW $0.35i $136,414,000 SEC
2007   Q3 375,908,680 0.08 Add 40.48% 0.02 $0.22–0.32 · VW $0.26i $46,985,000 SEC
2007   Q2 267,589,140 0.12 Add 9.64% 0.01 $0.27–0.37 · VW $0.31i $74,122,000 SEC
2007   Q1 244,058,780 0.13 Add 10.47% 0.01 $0.29–0.38 · VW $0.33i $80,853,000 SEC
2006   Q4 220,921,890 0.13 Add 6.39% <0.01 $0.31–0.43 · VW $0.39i $81,615,000 SEC
2006   Q3 207,657,100 0.12 Add 66.79% 0.05 $0.26–0.39 · VW $0.31i $67,578,000 SEC
2006   Q2 124,499,970 0.09 Add 37.86% 0.02 $0.37–0.47 · VW $0.41i $48,395,000 SEC
2006   Q1 90,310,290 0.08 Buy 0.08 $0.33–0.43 · VW $0.38i $37,401,000 SEC
Price snapshot:
Current price$73.83
52-week low$70.86
52-week high$127.75