What Christopher Davis bought and sold in Q4 2024
In Q4 2024, Christopher Davis (Davis Selected Advisers) opened 3 new positions — including YMM (0.3%), NTES (0.3%), LRCX (<0.1%), added to 4, trimmed 7, exited 5 (BABA, ROICUSD, SUI). The book stood at $17.21B across 100 positions, filed Feb 7, 2025.
3New4Added7Trimmed5Exited
New positions (3)
Added to (4)
Trimmed (7)
- WFCWells Fargo & CO-39% shares · 3.5% · $607M
- BKBank OF New York Mellon Corp-60% shares · 1.0% · $164M
- JPMJpmorgan Chase & CO-53% shares · 0.9% · $158M
- BEKEKE Holdings Inc-adr-38% shares · 0.4% · $67M
- INTCIntel Corp-80% shares · 0.3% · $51M
- PLDPrologis Inc-27% shares · 0.1% · $19M
- JDJd.com Inc-adr-59% shares · 0.1% · $12M
Exited (5)
Christopher Davis's other filings
Changes vs the prior quarter's 13F, long US equity positions only (no shorts, options, or non-US listings). ADD/TRIM are share- count changes of ±20% or more. Sourced from SEC EDGAR. Not investment advice.