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  Full Truck Alliance Co. Ltd. (YMM)
← All YMM superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 28,763,191 1.10 Add 64.01% 0.43 $8.04–11.68 · VW $9.57i $238,734,483 SEC
2025   Q4 17,537,524 0.85 Add 17.06% 0.12 $10.20–14.07 · VW $11.84i $188,177,633 SEC
2025   Q3 14,981,773 1.01 Add 28.75% 0.23 $10.26–14.02 · VW $12.24i $194,313,596 SEC
2025   Q2 11,635,925 0.73 Add 48.81% 0.24 $9.45–12.97 · VW $11.25i $137,420,274 SEC
2025   Q1 7,819,344 0.58 Add 44.79% 0.18 $10.09–13.85 · VW $12.11i $99,853,023 SEC
2024   Q4 5,400,391 0.34 Buy 0.34 $8.20–12.47 · VW $9.94i $58,432,230 SEC
Price snapshot:
Current price$8.57
Avg. buy price$10.37
+/- since buy-17.39%
52-week low$7.38
52-week high$13.79