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  SAP SE (SAP)
Period Shares % of Portfolio Activity % Change to Portfolio Reported Price Value Filing
2026   Q1 317,422 0.25 Add 463.33% 0.21 $171.21 $54,346,905 SEC
2025   Q4 56,347 0.06 Add 20.43% 0.01 $242.93 $13,688,124 SEC
2025   Q3 46,787 0.07 Add 0.04% $267.21 $12,501,954 SEC
2025   Q2 46,769 0.08 Reduce 38.56% 0.05 $304.10 $14,222,453 SEC
2025   Q1 76,126 0.12 Reduce 21.91% 0.03 $268.44 $20,435,263 SEC
2024   Q4 97,487 0.14 Reduce 1.88% <0.01 $246.21 $24,002,274 SEC
2024   Q3 99,355 0.13 Add 0.55% <0.01 $229.10 $22,762,231 SEC
2024   Q2 98,807 0.12 Reduce 15.59% 0.02 $201.71 $19,930,360 SEC
2024   Q1 117,052 0.13 Reduce 16.01% 0.02 $195.03 $22,828,651 SEC
2023   Q4 139,367 0.12 Reduce 1.10% <0.01 $154.59 $21,544,955 SEC
2023   Q3 140,912 0.11 Add 0.01% $129.32 $18,222,772 SEC
2023   Q2 140,899 0.12 Reduce 0.83% <0.01 $136.81 $19,276,342 SEC
2023   Q1 142,080 0.12 Reduce 0.53% <0.01 $126.55 $17,980,220 SEC
2022   Q4 142,835 0.10 Add 27.41% 0.02 $103.19 $14,739,144 SEC
2022   Q3 112,108 0.06 Reduce 0.69% <0.01 $81.25 $9,109,000 SEC
2022   Q2 112,892 0.07 Reduce 0.32% <0.01 $90.72 $10,242,000 SEC
2022   Q1 113,252 0.06 Reduce 2.11% <0.01 $110.96 $12,566,000 SEC
2021   Q4 115,688 0.08 Reduce 7.30% <0.01 $140.11 $16,209,000 SEC
2021   Q3 124,796 0.08 Reduce 0.34% <0.01 $135.04 $16,852,000 SEC
2021   Q2 125,225 0.08 Add 0.79% <0.01 $140.46 $17,589,000 SEC
2021   Q1 124,240 0.07 Reduce 0.16% <0.01 $122.79 $15,255,000 SEC
2020   Q4 124,436 0.08 Add 10.07% <0.01 $130.39 $16,225,000 SEC
2020   Q3 113,048 0.11 Reduce 4.51% <0.01 $155.81 $17,614,000 SEC
2020   Q2 118,390 0.10 Reduce 2.74% <0.01 $140.00 $16,575,000 SEC
2020   Q1 121,728 0.10 Reduce 6.10% <0.01 $110.50 $13,451,000 SEC
2019   Q4 129,640 0.09 Reduce 4.34% <0.01 $133.99 $17,370,000 SEC
2019   Q3 135,527 0.09 Reduce 3.28% <0.01 $117.87 $15,975,000 SEC
2019   Q2 140,125 0.10 Reduce 3.45% <0.01 $136.80 $19,169,000 SEC
2019   Q1 145,137 0.09 Add 2.38% <0.01 $115.46 $16,758,000 SEC
2018   Q4 141,765 0.08 Reduce 0.80% <0.01 $99.49 $14,104,000 SEC
2018   Q3 142,914 0.08 Reduce 2.47% <0.01 $123.00 $17,578,000 SEC
2018   Q2 146,528 0.07 Add 0.10% <0.01 $115.66 $16,947,000 SEC
2018   Q1 146,384 0.07 Add 2.49% <0.01 $105.16 $15,394,000 SEC
2017   Q4 142,826 0.07 Add 0.68% <0.01 $112.36 $16,048,000 SEC
2017   Q3 141,865 0.07 Add 0.34% <0.01 $109.52 $15,537,000 SEC
2017   Q2 141,379 0.07 Add 3.22% <0.01 $104.67 $14,798,000 SEC
2017   Q1 136,970 0.06 Add 0.90% <0.01 $98.17 $13,446,000 SEC
2016   Q4 135,753 0.05 Add 4.11% <0.01 $86.43 $11,733,000 SEC
2016   Q3 130,389 0.05 Add 4.24% <0.01 $91.41 $11,919,000 SEC
2016   Q2 125,091 0.04 Add 7.21% <0.01 $75.02 $9,384,000 SEC
2016   Q1 116,679 0.04 Add 1.62% <0.01 $80.42 $9,383,000 SEC
2015   Q4 114,823 0.04 Add 0.20% <0.01 $79.10 $9,082,000 SEC
2015   Q3 114,590 0.03 Reduce 2.45% <0.01 $64.79 $7,424,000 SEC
2015   Q2 117,473 0.03 Reduce 25.11% 0.01 $70.23 $8,250,000 SEC
2015   Q1 156,860 0.04 Reduce 1.70% <0.01 $72.17 $11,321,000 SEC
2014   Q4 159,576 0.04 Reduce 2.22% <0.01 $69.65 $11,114,000 SEC
2014   Q3 163,193 0.04 Add 0.52% <0.01 $72.17 $11,777,000 SEC
2014   Q2 162,343 0.04 Add 6.83% <0.01 $77.00 $12,500,000 SEC
2014   Q1 151,967 0.04 Add 4.76% <0.01 $81.31 $12,356,000 SEC
2013   Q4 145,067 0.03 Add 1.96% <0.01 $87.14 $12,641,000 SEC
2013   Q3 142,279 0.03 Add 14.98% <0.01 $73.92 $10,517,000 SEC
2013   Q2 123,742 0.02 Reduce 7.80% <0.01 $72.83 $9,012,000 SEC
2012   Q2 134,211 0.02 Reduce 6.80% <0.01 $59.36 $7,967,000 SEC
2012   Q1 144,006 0.02 Reduce 10.99% <0.01 $69.82 $10,054,000 SEC
2011   Q4 161,795 0.02 Reduce 45.26% 0.02 $52.95 $8,567,000 SEC
2011   Q3 295,588 0.04 Reduce 2.40% <0.01 $50.62 $14,963,000 SEC
2011   Q2 302,866 0.04 Reduce 14.92% <0.01 $60.65 $18,369,000 SEC
2011   Q1 355,959 0.04 Reduce 5.96% <0.01 $61.36 $21,842,000 SEC
2010   Q4 378,508 0.04 Reduce 18.87% 0.02 $50.61 $19,156,000 SEC
2010   Q3 466,568 0.09 Reduce 8.24% <0.01 $49.31 $23,006,000 SEC
2010   Q2 508,485 0.04 Reduce 0.58% $44.30 $22,526,000 SEC
2010   Q1 511,465 0.00 Reduce 0.73% <0.01 $48.17 $24,637,000 SEC
2009   Q4 515,248 0.06 Add 0.86% <0.01 $46.81 $24,119,000 SEC
2009   Q3 510,850 0.06 Add 1.20% <0.01 $48.87 $24,965,000 SEC
2009   Q2 504,799 0.05 Add 0.23% <0.01 $40.19 $20,288,000 SEC
2009   Q1 503,647 0.06 Reduce 3.27% <0.01 $34.93 $17,593,000 SEC
2008   Q4 520,653 0.05 Buy 0.05 $35.99 $18,736,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.01 SEC
2008   Q2 148,000 0.01 $52.11 $7,712,000 SEC
2008   Q1 148,000 0.01 Reduce 19.13% <0.01 $49.57 $7,336,000 SEC
2007   Q4 183,000 0.01 $51.05 $9,342,000 SEC
2007   Q3 183,000 0.02 $58.67 $10,737,000 SEC
2007   Q2 183,000 0.01 $51.07 $9,346,000 SEC
2007   Q1 183,000 0.01 Add 77.67% <0.01 $44.65 $8,171,000 SEC
2006   Q4 103,000 0.01 $53.10 $5,469,000 SEC
2006   Q3 103,000 0.01 $49.50 $5,099,000 SEC
2006   Q2 103,000 0.01 $52.52 $5,410,000 SEC
2006   Q1 103,000 0.01 $54.32 $5,595,000 SEC
2005   Q4 103,000 0.01 $45.07 $4,642,000 SEC
2005   Q3 103,000 0.01 $43.33 $4,463,000 SEC
2005   Q2 103,000 <0.01 $43.30 $4,460,000 SEC
2005   Q1 103,000 0.00 $40.08 $4,128,000 SEC
2004   Q4 103,000 0.00 $44.21 $4,554,000 SEC
2004   Q3 103,000 <0.01 $38.95 $4,012,000 SEC
2004   Q2 103,000 <0.01 $41.81 $4,306,000 SEC
2003   Q4 103,000 <0.01 Reduce 45.30% <0.01 $41.56 $4,281,000 SEC
2003   Q3 188,300 0.01 Add 1.35% <0.01 $30.41 $5,726,000 SEC
2003   Q2 185,800 <0.01 Add 80.39% <0.01 $29.22 $5,429,000 SEC
2003   Q1 103,000 0.01 Reduce 69.25% <0.01 $39.31 $4,049,000 SEC
2002   Q4 335,000 0.01 Add 223.62% <0.01 $19.50 $6,533,000 SEC
2002   Q3 103,517 3.95 Reduce 0.20% $46,822.42 $4,846,916,000 SEC
2002   Q2 103,727 0.00 Add 0.71% $46,740.58 $4,848,260,000 SEC
2002   Q1 103,000 <0.01 $37.20 $3,832,000 SEC
2001   Q4 103,000 <0.01 Buy <0.01 $31.93 $3,289,000 SEC
2001   Q3 0 0.00 Sell 100.00% SEC
2001   Q2 103,000 0.00 Reduce 2.11% <0.01 $3.50 $361,000 SEC
2001   Q1 105,220 <0.01 Add 1.62% <0.01 $28.99 $3,050,000 SEC
2000   Q4 103,539 0.00 Reduce 65.91% 0.02 $46,834.79 $4,849,227,000 SEC
2000   Q3 303,760 0.03 Reduce 5.72% <0.01 $61.50 $18,681,000 SEC
2000   Q2 322,180 0.05 Reduce 87.03% 0.13 $46.94 $15,122,000 SEC
2000   Q1 2,483,135 0.15 Reduce 6.65% 0.64 $59.67 $148,162,000 SEC
1999   Q4 2,660,064 9.64 Reduce 1.40% 0.15 $1,871.21 $4,977,543,000 SEC
1999   Q3 2,697,795 10.77 Add 10.00% 0.98 $1,832.79 $4,944,493,000 SEC
1999   Q2 2,452,500 0.64 Reduce 5.26% 1.06 $34.63 $84,918,000 SEC
1999   Q1 2,588,691 20.11 $4,551.20 $11,781,647,000 SEC