Chris Davis's GOOGL Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 3.12 M shares of Alphabet Inc. (GOOGL) worth $976.17 M, representing 4.39% of the portfolio. First purchased in 2015-Q4, this long-term strategic position has been held for 41 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in GOOGL, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2025, adding 348,166 shares. Largest reduction occurred in Q3 2018, reducing 2.65 M shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's Alphabet (GOOGL) Holding Value Over Time
Track share changes against reported price movement
Quarterly Alphabet (GOOGL) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +348,166 | Add 12.57% | 3.12 M | $313.00 |
| Q3 2025 | -83,819 | Reduce 2.94% | 2.77 M | $243.10 |
| Q2 2025 | -185,070 | Reduce 6.09% | 2.85 M | $176.23 |
| Q1 2025 | +23,779 | Add 0.79% | 3.04 M | $154.64 |
| Q4 2024 | -46,903 | Reduce 1.53% | 3.02 M | $189.30 |
| Q3 2024 | -11,818 | Reduce 0.38% | 3.06 M | $165.85 |
| Q2 2024 | -7,857 | Reduce 0.25% | 3.07 M | $182.15 |
| Q1 2024 | -439,761 | Reduce 12.49% | 3.08 M | $150.93 |
| Q4 2023 | -46,167 | Reduce 1.29% | 3.52 M | $139.71 |
| Q3 2023 | -38,409 | Reduce 1.06% | 3.57 M | $130.87 |
| Q2 2023 | -695,750 | Reduce 16.17% | 3.61 M | $119.72 |
| Q1 2023 | +25,525 | Add 0.60% | 4.3 M | $103.73 |
| Q4 2022 | -116,777 | Reduce 2.66% | 4.28 M | $88.23 |
| Q3 2022 | -393,759 | Reduce 8.22% | 4.39 M | $95.65 |
| Q2 2022 | -242,960 | Reduce 4.83% | 4.79 M | $108.96 |
| Q1 2022 | -197,600 | Reduce 3.78% | 5.03 M | $139.07 |
| Q4 2021 | -61,040 | Reduce 1.15% | 5.23 M | $144.85 |
| Q3 2021 | -40,980 | Reduce 0.77% | 5.29 M | $133.68 |
| Q2 2021 | +28,320 | Add 0.53% | 5.33 M | $122.09 |
| Q1 2021 | -383,700 | Reduce 6.75% | 5.3 M | $103.13 |
| Q4 2020 | -259,100 | Reduce 4.36% | 5.69 M | $87.63 |
| Q3 2020 | -2.15 M | Reduce 26.58% | 5.94 M | $73.28 |
| Q2 2020 | -190,600 | Reduce 2.30% | 8.1 M | $70.90 |
| Q1 2020 | -396,980 | Reduce 4.57% | 8.29 M | $58.10 |
| Q4 2019 | -353,220 | Reduce 3.91% | 8.68 M | $66.97 |
| Q3 2019 | -345,560 | Reduce 3.68% | 9.04 M | $61.06 |
| Q2 2019 | -201,320 | Reduce 2.10% | 9.38 M | $54.14 |
| Q1 2019 | -406,020 | Reduce 4.06% | 9.58 M | $58.84 |
| Q4 2018 | -576,060 | Reduce 5.45% | 9.99 M | $52.25 |
| Q3 2018 | -2.65 M | Reduce 20.04% | 10.57 M | $60.35 |
| Q2 2018 | -289,540 | Reduce 2.14% | 13.22 M | $56.46 |
| Q1 2018 | -524,940 | Reduce 3.74% | 13.5 M | $51.86 |
| Q4 2017 | -285,780 | Reduce 2.00% | 14.03 M | $52.67 |
| Q3 2017 | -667,840 | Reduce 4.46% | 14.32 M | $48.66 |
| Q2 2017 | -797,720 | Reduce 5.05% | 14.98 M | $46.48 |
| Q1 2017 | -711,940 | Reduce 4.32% | 15.78 M | $42.39 |
| Q4 2016 | -991,740 | Reduce 5.67% | 16.49 M | $39.62 |
| Q3 2016 | -743,720 | Reduce 4.08% | 17.48 M | $40.20 |
| Q2 2016 | -282,860 | Reduce 1.53% | 18.23 M | $35.18 |
| Q1 2016 | -358,260 | Reduce 1.90% | 18.51 M | $38.15 |
| Q4 2015 | +18.87 M | New Buy | 18.87 M | $38.90 |
Chris Davis's Alphabet Investment FAQs
Chris Davis first purchased Alphabet Inc. (GOOGL) in Q4 2015, acquiring 18,869,440 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held Alphabet Inc. (GOOGL) for 41 quarters since Q4 2015.
Chris Davis's largest addition to Alphabet Inc. (GOOGL) was in Q4 2015, adding 18,869,440 shares worth $734.03 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 3,118,760 shares of Alphabet Inc. (GOOGL), valued at approximately $976.17 M.
As of the Q4 2025 filing, Alphabet Inc. (GOOGL) represents approximately 4.39% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in Alphabet Inc. (GOOGL) was 18,869,440 shares, as reported at the end of Q4 2015.