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  Sea Ltd. (SE)
← All SE superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 1,849,831 0.70 Add 323.75% 0.53 $77.05–148.26 · VW $105.31i $153,184,692 SEC
2025   Q4 436,534 0.25 Reduce 0.92% <0.01 $118.86–193.48 · VW $144.87i $55,689,027 SEC
2025   Q3 440,594 0.41 Reduce 1.72% <0.01 $145.24–199.30 · VW $171.86i $78,747,366 SEC
2025   Q2 448,305 0.38 Reduce 12.89% 0.05 $99.50–172.65 · VW $144.69i $71,701,902 SEC
2025   Q1 514,628 0.39 Reduce 19.34% 0.08 $103.35–147.73 · VW $124.49i $67,153,808 SEC
2024   Q4 638,014 0.39 Reduce 1.70% <0.01 $92.50–119.47 · VW $105.97i $67,693,286 SEC
2024   Q3 649,028 0.34 Reduce 0.50% <0.01 $55.00–98.09 · VW $76.60i $61,190,360 SEC
2024   Q2 652,316 0.27 Buy 0.27 $51.70–76.60 · VW $65.91i $46,588,409 SEC
Price snapshot:
Current price$110.66
Avg. buy price$80.12
+/- since buy38.11%
52-week low$77.05
52-week high$199.30