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  Equinix Inc. (EQIX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 21,223 0.10 Add 2.17% <0.01 $980.24 $20,803,634 SEC
2025   Q4 20,773 0.07 Reduce 4.72% <0.01 $766.16 $15,915,442 SEC
2025   Q3 21,803 0.09 Add 39.20% 0.03 $783.24 $17,076,982 SEC
2025   Q2 15,663 0.07 Add 1.89% <0.01 $795.47 $12,459,447 SEC
2025   Q1 15,373 0.07 Reduce 19.92% 0.02 $815.35 $12,534,376 SEC
2024   Q4 19,198 0.11 Reduce 0.67% <0.01 $942.89 $18,101,602 SEC
2024   Q3 19,328 0.10 Add 11.99% 0.01 $887.63 $17,156,113 SEC
2024   Q2 17,258 0.00 Reduce 0.06% SEC
2024   Q1 17,268 0.08 Reduce 3.25% <0.01 $825.33 $14,251,798 SEC
2023   Q4 17,848 0.08 Reduce 5.66% <0.01 $805.39 $14,374,601 SEC
2023   Q3 18,918 0.09 $726.26 $13,739,387 SEC
2023   Q2 18,918 0.09 Reduce 20.44% 0.02 $783.94 $14,830,577 SEC
2023   Q1 23,778 0.11 Reduce 10.13% 0.01 $721.04 $17,144,889 SEC
2022   Q4 26,458 0.12 $655.03 $17,330,784 SEC
2022   Q3 26,458 0.11 $568.83 $15,050,000 SEC
2022   Q2 26,458 0.11 Add 2.92% <0.01 $657.00 $17,383,000 SEC
2022   Q1 25,708 0.10 Reduce 1.38% <0.01 $741.64 $19,066,000 SEC
2021   Q4 26,068 0.10 Add 0.35% <0.01 $845.83 $22,049,000 SEC
2021   Q3 25,978 0.09 $790.13 $20,526,000 SEC
2021   Q2 25,978 0.09 Reduce 21.96% 0.02 $802.60 $20,850,000 SEC
2021   Q1 33,288 0.11 Add 3.86% <0.01 $679.58 $22,622,000 SEC
2020   Q4 32,050 0.12 $714.17 $22,889,000 SEC
2020   Q3 32,050 0.15 Reduce 6.53% <0.01 $760.12 $24,362,000 SEC
2020   Q2 34,290 0.15 Reduce 7.90% 0.01 $702.30 $24,082,000 SEC
2020   Q1 37,230 0.17 Add 3.73% <0.01 $624.58 $23,253,000 SEC
2019   Q4 35,890 0.11 Reduce 0.11% <0.01 $583.70 $20,949,000 SEC
2019   Q3 35,930 0.11 Reduce 37.92% 0.06 $576.79 $20,724,000 SEC
2019   Q2 57,880 0.15 Reduce 2.80% <0.01 $504.28 $29,188,000 SEC
2019   Q1 59,550 0.14 Add 2.65% <0.01 $453.17 $26,986,000 SEC
2018   Q4 58,010 0.12 Add 15.41% 0.02 $352.56 $20,452,000 SEC
2018   Q3 50,266 0.10 Add 8.61% <0.01 $432.90 $21,760,000 SEC
2018   Q2 46,282 0.09 Add 8.18% <0.01 $429.89 $19,896,000 SEC
2018   Q1 42,784 0.08 Buy 0.08 $418.15 $17,890,000 SEC
2015   Q2 0 0.00 Sell 100.00% 0.01 SEC
2015   Q1 15,569 0.01 Buy 0.01 $232.83 $3,625,000 SEC