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DAVIS SELECTED ADVISERS 13F 持仓明细(2026-03-31) · 小隐寺数据中心
DAVIS SELECTED ADVISERS
报告期 2026-03-31 · CIK 0001036325
持仓数
112
前50大市值合计
$20.95B
报告期
2026-03-31
当前持仓
调仓
组合演变
前 6 大持仓 + 其他 逐季市值($B) · 点图或下方季度看该季调仓
看某季调仓:
26Q1
25Q4
25Q3
25Q2
25Q1
24Q4
24Q3
24Q2
24Q1
23Q4
23Q3
23Q2
23Q1
22Q4
22Q3
22Q2
22Q1
21Q4
21Q3
21Q2
21Q3 调仓
2021-06-30 → 2021-09-30 · 共 95 项
建仓 4
增持 22
减持 66
清仓 3
方向
标的
Δ市值
现股数(环比)
清仓
—
New Oriental Education & Tech ADR
-$871.1M
0
-100%
减持
BABA
Alibaba Group Holding Ltd
-$799.5M
1,288,199
-70%
增持
JD
JD.com, Inc., Class A, ADR
+$594.1M
11,932,842
+255%
调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。
增持
CI
Cigna Corp.
+$393.0M
3,342,960
+187%
减持
GOOG
Alphabet Inc., Class C
-$367.0M
290,077
-36%
减持
COF
Capital One Financial Corp.
-$315.6M
11,981,529
-18%
减持
AMZN
Amazon.com, Inc.
-$212.9M
278,993
-15%
增持
DIDIY
DiDi Global Inc., ADS
-$201.7M
47,520,152
+9%
减持
META
Facebook, Inc, Class A
-$196.7M
2,687,674
-16%
减持
AMAT
Applied Materials, Inc.
-$156.8M
8,744,831
-3%
增持
—
Vroom, Inc.
-$137.6M
7,244,261
+2%
增持
DAR
Darling Ingredients, Inc.
+$129.4M
3,184,695
+116%
减持
AXP
American Express Co.
-$125.7M
4,099,289
-17%
清仓
TAL
TAL Education Group
-$90.4M
0
-100%
减持
JPM
JPMorgan Chase & Co.
-$72.1M
4,980,647
-13%
减持
—
Vimeo, Inc.
-$68.4M
3,458,540
-0%
建仓
TECK
Teck Resources Ltd., Class B
+$62.1M
2,494,773
减持
GOOGL
Alphabet Inc., Class A
+$56.3M
264,449
-1%
减持
PPLI
IAC/InterActiveCorp.
-$52.2M
2,130,841
-0%
增持
CPNG
Coupang, Inc., Class A
-$51.3M
4,199,082
+4%
减持
IQ
iQIYI, Inc., Class A, ADR
-$38.8M
5,132,973
-0%
减持
—
Hollysys Automation Technologies, Ltd.
+$37.4M
6,934,478
-3%
增持
INTC
Intel Corp.
-$31.6M
13,098,323
+1%
减持
USB
U.S. Bancorp
+$27.7M
17,893,269
-2%
减持
DGX
Quest Diagnostics, Inc.
+$27.0M
2,742,956
-3%
减持
BRK/A
Berkshire Hathaway Inc., Class A
-$25.1M
2,437
-1%
减持
CARR
Carrier Global Corp.
-$22.9M
903,815
-37%
减持
—
Chubb Ltd.
+$22.6M
1,837,733
-1%
减持
—
Quotient Technology, Inc.
-$19.6M
3,737,915
-2%
减持
WFC
Wells Fargo & Co.
-$16.4M
39,532,458
-3%
减持
BRK/B
Berkshire Hathaway Inc., Class B
-$13.1M
1,518,531
-1%
增持
AMT
American Tower Corp Class A
+$12.0M
65,750
+225%
减持
RKT
Rocket Companies, Inc., Class A
-$10.9M
2,428,674
-6%
减持
OC
Owens Corning
-$10.6M
675,301
-3%
减持
NOAH
Noah Holdings Ltd., Class A, ADS
-$10.4M
937,227
-2%
减持
TXN
Texas Instruments, Inc.
-$8.6M
3,268,663
-1%
减持
BNY
Bank of New York Mellon Corp.
-$8.5M
14,776,642
-2%
减持
PSA
Public Storage, Inc.
-$8.0M
57,320
-31%
建仓
CCI
Crown Castle International Corp.
+$7.3M
42,000
减持
—
Alleghany Corp.
-$6.7M
75,932
-6%
减持
L
Loews Corp.
-$6.7M
2,543,809
-3%
减持
—
Bank of N.T. Butterfield & Son Ltd.
-$6.5M
3,967,465
-5%
增持
VTRS
Viatris, Inc.
-$6.4M
43,735,795
+4%
减持
—
Hudson Pacific Properties, Inc.
-$5.9M
346,580
-36%
减持
UNH
UnitedHealth Group, Inc.
-$5.0M
187,028
-4%
增持
BIDU
Baidu, Inc., Class A, ADR
+$4.7M
665,620
+39%
减持
PNC
PNC Financial Services Group, Inc.
-$4.6M
496,587
-7%
减持
—
Life Storage, Inc.
-$4.6M
64,580
-42%
减持
SCHW
Charles Schwab Corp.
-$4.1M
855,141
-6%
增持
SHO
Sunstone Hotel Investors, Inc.
+$3.9M
1,205,990
+43%
减持
ESS
Essex Property Trust, Inc.
-$3.9M
54,371
-23%
减持
MKL
Markel Corp.
-$3.9M
220,001
-2%
减持
—
Ferguson PLC
-$3.7M
108,985
-20%
减持
PLD
Prologis, Inc.
-$3.4M
266,652
-14%
增持
—
Healthcare Trust of America, Inc.
+$3.3M
271,420
+54%
增持
—
Liberty Media Corp., Series A
+$3.3M
724,211
+0%
增持
—
American Campus Communities, Inc.
+$3.2M
386,245
+17%
减持
BXP
Boston Properties, Inc.
-$3.1M
71,860
-25%
减持
MSFT
Microsoft Corp.
+$3.0M
449,640
-2%
减持
BAC
Bank of America Corp.
-$2.9M
3,349,842
-5%
减持
TCOM
Trip.com Group Ltd., ADR
-$2.9M
437,111
-5%
减持
—
Johnson Controls International PLC
-$2.8M
520,627
-7%
减持
WELL
Welltower Inc.
-$2.7M
213,800
-13%
减持
—
Eaton Corp. PLC
-$2.7M
200,477
-9%
减持
HUM
Humana Inc.
-$2.7M
45,311
-1%
减持
AVB
AvalonBay Communities, Inc.
-$2.7M
79,510
-18%
减持
—
China Index Holdings Ltd., ADR
-$2.6M
4,510,863
-2%
建仓
COLD
Americold Realty Trust
+$2.5M
87,230
减持
—
Greenlight Capital Re, Ltd., Class A
-$2.4M
995,164
-7%
减持
EXR
Extra Space Storage Inc.
-$2.4M
47,860
-25%
减持
—
Liberty Media Corp., Series C
+$2.2M
789,546
-1%
减持
AKR
Acadia Realty Trust
-$1.9M
322,587
-17%
减持
BRX
Brixmor Property Group, Inc.
-$1.8M
783,030
-6%
减持
—
SL Green Realty Corp.
-$1.8M
52,492
-24%
减持
RTX
Raytheon Technologies Corp.
-$1.8M
2,215,873
-2%
清仓
—
Six Flags Entertainment Corp.
-$1.7M
0
-100%
增持
CUZ
Cousins Properties, Inc.
+$1.7M
369,135
+12%
增持
MTB
M&T Bank Corp.
+$1.4M
149,429
+4%
减持
—
Everest Re Group, Ltd.
-$1.0M
56,156
-6%
减持
CVS
CVS Health Corp.
+$1.0M
779,200
-0%
减持
—
VMware, Inc., Class A
-$974.0K
77,471
-1%
增持
—
Retail Opportunity Investments Corp.
+$973.0K
572,485
+12%
减持
SAP
SAP SE, ADR
-$737.0K
124,796
-0%
增持
HST
Host Hotels & Resorts, Inc.
+$672.0K
1,167,670
+8%
增持
YOU
Clear Secure, Inc.
+$672.0K
503,579
+1%
减持
NVS
Novartis AG - ADR
-$601.0K
44,968
-4%
增持
DEI
Douglas Emmett, Inc.
-$504.0K
293,430
+1%
减持
EQR
Equity Residential
-$467.0K
193,025
-8%
减持
—
Fang Holdings Ltd., Class A, ADR
-$461.0K
79,407
-2%
增持
RHP
Ryman Hospitality Properties, Inc.
+$457.0K
37,480
+10%
建仓
IVE
iShares S&P 500 Value Index Fund
+$275.0K
1,894
减持
SPG
Simon Property Group, Inc.
-$207.0K
148,540
-1%
增持
TFC
Truist Financial Corp.
+$202.0K
52,316
+1%
减持
STT
State Street Corp.
-$53.0K
69,212
-4%
减持
ORCL
Oracle Corp.
-$23.0K
267,512
-11%
