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  Netflix Inc. (NFLX)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2015   Q1 0 0.00 Sell 100.00% 0.45 SEC
2014   Q4 391,581 0.45 Reduce 3.04% 0.02 $341.61 $133,768,000 SEC
2014   Q3 403,876 0.59 Reduce 3.46% 0.02 $451.18 $182,220,000 SEC
2014   Q2 418,368 0.57 Reduce 8.08% 0.04 $440.60 $184,334,000 SEC
2014   Q1 455,144 0.46 Reduce 10.03% 0.05 $352.03 $160,224,000 SEC
2013   Q4 505,871 0.47 Reduce 1.36% <0.01 $368.17 $186,247,000 SEC
2013   Q3 512,826 0.42 Reduce 0.59% <0.01 $309.21 $158,571,000 SEC
2013   Q2 515,876 0.28 Reduce 87.83% 0.58 $211.09 $108,896,000 SEC
2012   Q2 4,240,028 0.66 Add 85.50% 0.30 $68.48 $290,378,000 SEC
2012   Q1 2,285,715 0.62 Reduce 9.67% 0.04 $115.04 $262,949,000 SEC
2011   Q4 2,530,281 0.43 Buy 0.43 $69.29 $175,323,000 SEC
2009   Q2 0 0.00 Sell 100.00% 0.08 SEC
2009   Q1 511,632 0.08 Reduce 74.11% 0.12 $42.28 $21,630,000 SEC
2008   Q4 1,976,396 0.16 Reduce 4.44% <0.01 $29.24 $57,791,000 SEC
2008   Q3 2,068,324 0.13 Reduce 3.90% <0.01 $30.88 $63,870,000 SEC
2008   Q2 2,152,356 0.10 Reduce 40.16% 0.09 $26.07 $56,112,000 SEC
2008   Q1 3,596,925 0.22 Reduce 29.81% 0.06 $34.65 $124,633,000 SEC
2007   Q4 5,124,508 0.20 Reduce 4.57% <0.01 $26.62 $136,414,000 SEC
2007   Q3 5,370,124 0.08 Add 40.48% 0.02 $8.75 $46,985,000 SEC
2007   Q2 3,822,702 0.12 Add 9.64% 0.01 $19.39 $74,122,000 SEC
2007   Q1 3,486,554 0.13 Add 10.47% 0.01 $23.19 $80,853,000 SEC
2006   Q4 3,156,027 0.13 Add 6.39% <0.01 $25.86 $81,615,000 SEC
2006   Q3 2,966,530 0.12 Add 66.79% 0.05 $22.78 $67,578,000 SEC
2006   Q2 1,778,571 0.09 Add 37.86% 0.02 $27.21 $48,395,000 SEC
2006   Q1 1,290,147 0.08 Buy 0.08 $28.99 $37,401,000 SEC