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  NetEase, Inc. (NTES)
← All NTES superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 422,712 0.22 Reduce 0.81% <0.01 $108.67–149.11 · VW $121.14i $47,318,692 SEC
2025   Q4 426,164 0.26 Reduce 28.34% 0.13 $129.01–156.44 · VW $140.44i $58,649,113 SEC
2025   Q3 594,740 0.47 Add 0.23% <0.01 $122.24–159.55 · VW $137.25i $90,394,533 SEC
2025   Q2 593,347 0.43 Reduce 0.46% <0.01 $88.54–135.23 · VW $112.19i $79,852,639 SEC
2025   Q1 596,114 0.35 Reduce 0.20% <0.01 $87.67–110.15 · VW $100.85i $61,352,053 SEC
2024   Q4 597,320 0.31 Buy 0.31 $75.88–104.40 · VW $87.83i $53,286,918 SEC
2015   Q3 0 0.00 Sell 100.00% 0.05 $20.56–30.90 · VW $25.24i SEC
2015   Q2 463,185 0.05 Reduce 3.75% <0.01 $20.95–30.98 · VW $27.30i $13,420,000 SEC
2015   Q1 481,225 0.04 Reduce 13.23% <0.01 $18.83–23.69 · VW $20.95i $10,135,000 SEC
2014   Q4 554,630 0.04 Reduce 5.18% <0.01 $16.28–21.49 · VW $19.33i $10,997,000 SEC
2014   Q3 584,925 0.03 Reduce 3.20% <0.01 $14.72–18.21 · VW $16.94i $10,021,000 SEC
2014   Q2 604,250 0.03 Add 0.20% <0.01 $12.65–15.75 · VW $14.22i $9,470,000 SEC
2014   Q1 603,050 0.02 Add 7.85% <0.01 $12.58–16.87 · VW $14.28i $8,117,000 SEC
2013   Q4 559,150 0.02 Add 0.02% $12.58–15.97 · VW $14.16i $8,790,000 SEC
2013   Q3 559,050 0.02 Reduce 8.62% <0.01 $12.02–15.50 · VW $13.92i $8,117,000 SEC
2013   Q2 611,800 0.02 Reduce 0.56% <0.01 $10.27–13.02 · VW $11.81i $7,729,000 SEC
2013   Q1 615,250 0.02 Add 1.01% <0.01 $8.43–11.10 · VW $9.88i $6,739,000 SEC
2012   Q4 609,100 0.01 Reduce 0.49% <0.01 $7.40–11.38 · VW $9.09i $5,181,000 SEC
2012   Q3 612,100 0.02 Reduce 12.05% <0.01 $9.50–12.38 · VW $10.74i $6,873,000 SEC
2012   Q2 696,000 0.02 Reduce 5.29% <0.01 $11.03–13.11 · VW $11.97i $8,192,000 SEC
2012   Q1 734,850 0.02 Reduce 6.69% <0.01 $8.40–12.09 · VW $10.38i $8,539,000 SEC
2011   Q4 787,550 0.02 Add 3.43% <0.01 $7.15–10.20 · VW $8.98i $7,064,000 SEC
2011   Q3 761,450 0.02 Add 6.26% <0.01 $7.45–10.45 · VW $9.22i $5,811,000 SEC
2011   Q2 716,600 0.01 Add 32.48% <0.01 $8.10–11.00 · VW $9.46i $6,462,000 SEC
2011   Q1 540,900 0.01 Add 24.12% <0.01 $7.24–9.91 · VW $8.95i $5,356,000 SEC
2010   Q4 435,790 <0.01 Reduce 84.15% 0.03 $7.04–8.73 · VW $7.93i $3,151,000 SEC
2010   Q3 2,749,695 0.04 Reduce 9.53% <0.01 $6.34–8.43 · VW $7.70i $21,690,000 SEC
2010   Q2 3,039,220 0.04 Add 1.28% <0.01 $5.23–7.58 · VW $6.43i $19,275,000 SEC
2010   Q1 3,000,730 0.00 Add 0.88% $6.38–8.46 · VW $7.33i $21,317,000 SEC
2009   Q4 2,974,550 0.06 Buy 0.06 $7.08–9.34 · VW $7.88i $22,381,000 SEC
Price snapshot:
Current price$131.43
Avg. buy price$89.36
+/- since buy47.08%
52-week low$105.44
52-week high$156.41