TSLA
Tesla
-- 421.060 NVDA
NVIDIA
-- 134.700 PLTR
Palantir
-- 80.550 AMD
Advanced Micro Devices
-- 119.210 OXY
Occidental Petroleum
-- 47.130 
Tracking Christopher Davis' Davis Selected Advisers 13F Portfolio - Q1 2023 Update
Davis Selected Advisers 13F portfolio value increased from $14.71B to $15.13B this quarter.
They increased Amazon and JD.com while reducing Quest Diagnostics.
The top three positions are Meta Platforms, Berkshire Hathaway, and Wells Fargo, and they add up to ~25% of the portfolio.
They increased Amazon and JD.com while reducing Quest Diagnostics.
The top three positions are Meta Platforms, Berkshire Hathaway, and Wells Fargo, and they add up to ~25% of the portfolio.
Stake Increases:
$Teck Resources (TECK.US)$ $JD.com (JD.US)$ $Coupang (CPNG.US)$ $Hollysys Automation Technologies (HOLI.US)$ $IAC Inc (IAC.US)$ : These small (less than ~1% of the portfolio each) stakes were increased during the quarter.
Note: They have a ~9% ownership stake in HOLI
Note: They have a ~9% ownership stake in HOLI
Stake Decreases:
Note: They have a ~6.5% ownership stake in NTB.
The spreadsheet below highlights changes to Davis Selected Advisers' 13F holdings in Q1 2023:
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maddhatter : So?