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  Lam Research (LRCX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 2,780 <0.01 Reduce 77.36% <0.01 $213.66 $593,975 SEC
2025   Q4 12,280 0.01 $171.18 $2,102,090 SEC
2025   Q3 12,280 0.01 $133.90 $1,644,292 SEC
2025   Q2 12,280 0.01 $97.34 $1,195,335 SEC
2025   Q1 12,280 0.01 $72.70 $892,756 SEC
2024   Q4 12,280 0.01 Add 900.00% <0.01 $72.23 $886,984 SEC
2024   Q3 1,228 0.01 $816.08 $1,002,146 SEC
2024   Q2 1,228 0.01 $1,064.85 $1,307,636 SEC
2024   Q1 1,228 0.01 $971.57 $1,193,088 SEC
2023   Q4 1,228 0.01 $783.26 $961,843 SEC
2023   Q3 1,228 <0.01 $626.77 $769,674 SEC
2023   Q2 1,228 <0.01 $642.86 $789,432 SEC
2023   Q1 1,228 <0.01 $530.12 $650,987 SEC
2022   Q4 1,228 <0.01 $420.30 $516,128 SEC
2022   Q3 1,228 <0.01 $365.64 $449,000 SEC
2022   Q2 1,228 <0.01 $425.90 $523,000 SEC
2022   Q1 1,228 <0.01 $537.46 $660,000 SEC
2021   Q4 1,228 <0.01 Reduce 49.98% <0.01 $719.06 $883,000 SEC
2021   Q3 2,455 0.01 $569.04 $1,397,000 SEC
2021   Q2 2,455 0.01 $650.51 $1,597,000 SEC
2021   Q1 2,455 0.01 $595.11 $1,461,000 SEC
2020   Q4 2,455 0.01 $472.10 $1,159,000 SEC
2020   Q3 2,455 <0.01 $331.57 $814,000 SEC
2020   Q2 2,455 <0.01 $323.42 $794,000 SEC
2020   Q1 2,455 <0.01 Reduce 29.56% <0.01 $239.92 $589,000 SEC
2019   Q4 3,485 0.01 $292.40 $1,019,000 SEC
2019   Q3 3,485 <0.01 $230.99 $805,000 SEC
2019   Q2 3,485 <0.01 $187.95 $655,000 SEC
2019   Q1 3,485 <0.01 $179.05 $624,000 SEC
2018   Q4 3,485 <0.01 $136.30 $475,000 SEC
2018   Q3 3,485 <0.01 $151.79 $529,000 SEC
2018   Q2 3,485 <0.01 $172.74 $602,000 SEC
2018   Q1 3,485 <0.01 $203.16 $708,000 SEC
2017   Q4 3,485 <0.01 $183.93 $641,000 SEC
2017   Q3 3,485 <0.01 $185.08 $645,000 SEC
2017   Q2 3,485 <0.01 Reduce 19.98% <0.01 $141.46 $493,000 SEC
2017   Q1 4,355 <0.01 $128.36 $559,000 SEC
2016   Q4 4,355 <0.01 $105.63 $460,000 SEC
2016   Q3 4,355 <0.01 $94.60 $412,000 SEC
2016   Q2 4,355 <0.01 Add 59.52% <0.01 $84.04 $366,000 SEC
2016   Q1 2,730 <0.01 Buy <0.01 $82.42 $225,000 SEC