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  Taiwan Semiconductor S.A. (TSM)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 7,200 0.01 $337.95 $2,433,240 SEC
2025   Q4 7,200 0.01 $303.89 $2,188,008 SEC
2025   Q3 7,200 0.01 $279.29 $2,010,888 SEC
2025   Q2 7,200 0.01 Buy 0.01 $226.49 $1,630,728 SEC
2005   Q1 0 0.00 Sell 100.00% SEC
2004   Q4 1,055,475 0.00 Add 3.64% $6,535.51 $6,898,063,000 SEC
2004   Q3 1,018,390 2.34 Add 0.62% 0.01 $6,771.84 $6,896,372,000 SEC
2004   Q2 1,012,158 <0.01 Add 14.09% <0.01 $8.31 $8,411,000 SEC
2003   Q4 887,185 0.01 $10.24 $9,085,000 SEC
2003   Q3 887,185 0.02 Add 1.15% <0.01 $10.83 $9,608,000 SEC
2003   Q2 877,093 9.49 Reduce 1.14% <0.01 $23,549.28 $20,654,907,000 SEC
2003   Q1 887,185 0.03 Add 92.52% 0.01 $10.44 $9,262,000 SEC
2002   Q4 460,838 25.60 Add 23.95% 4.95 $59,717.15 $27,519,933,000 SEC
2002   Q3 371,790 11.21 Reduce 2.87% $37,029.60 $13,767,234,000 SEC
2002   Q2 382,791 0.00 Add 31.66% $35,971.04 $13,769,392,000 SEC
2002   Q1 290,734 <0.01 Add 208.31% <0.01 $20.75 $6,033,000 SEC
2001   Q4 94,300 5.28 Add 0.33% 0.02 $73,072.27 $6,890,715,000 SEC
2001   Q3 93,987 2.44 Reduce 72.03% $73,307.64 $6,889,965,000 SEC
2001   Q2 335,973 0.00 Add 459.96% $20,505.36 $6,889,248,000 SEC
2001   Q1 60,000 <0.01 Reduce 25.60% $19.50 $1,170,000 SEC
2000   Q4 80,640 0.00 Add 13.55% $17.25 $1,391,000 SEC
2000   Q3 71,020 <0.01 Buy <0.01 $20.37 $1,447,000 SEC
2000   Q2 0 0.00 Sell 100.00% <0.01 SEC
2000   Q1 31,500 <0.01 Reduce 48.78% <0.01 $59.81 $1,884,000 SEC
1999   Q4 61,500 <0.01 $35.80 $2,202,000 SEC
1999   Q3 61,500 <0.01 Add 23.00% <0.01 $34.00 $2,091,000 SEC
1999   Q2 50,000 0.01 Buy 0.01 $34.00 $1,700,000 SEC