Christopher Davis - Davis Advisors – Largest Buy Additions (2026 Q1)
A detailed view of the stocks most significantly increased by Christopher Davis - Davis Advisors during the 2026 Q1 reporting period. This breakdown highlights where new capital was added, revealing the investor’s highest-conviction opportunities and sector preferences.
| Symbol | Shares | Reported Price(USD) | Action | Change % | Portfolio Weight | Position Value | Filing Period |
|---|---|---|---|---|---|---|---|
| DWLD | 1,935,585 | $43.81 | Increased | 0.95% | 0.39% | $84.8M | 2026 Q1 |
| RNR | 257,190 | $297.23 | Increased | 11.95% | 0.35% | $76.44M | 2026 Q1 |
| RKT | 4,823,570 | $14.25 | Increased | 49.43% | 0.32% | $68.74M | 2026 Q1 |
| L | 614,097 | $106.74 | Increased | 2.34% | 0.30% | $65.55M | 2026 Q1 |
| BNY | 525,228 | $118.63 | Increased | 0.67% | 0.29% | $62.31M | 2026 Q1 |
| BAC | 1,159,204 | $48.75 | Increased | 0.81% | 0.26% | $56.51M | 2026 Q1 |
| NTB | 1,073,129 | $52.48 | Increased | 1.84% | 0.26% | $56.32M | 2026 Q1 |
| SAP | 317,422 | $171.21 | Increased | 463.33% | 0.25% | $54.35M | 2026 Q1 |
| CHYM | 2,539,206 | $18.73 | Increased | 2.71% | 0.22% | $47.56M | 2026 Q1 |
| EG | 140,908 | $326.85 | Increased | 19.40% | 0.21% | $46.06M | 2026 Q1 |
| FISV | 588,885 | $55.8 | Increased | 3.50% | 0.15% | $32.86M | 2026 Q1 |
| SCHW | 310,982 | $93.98 | Increased | 3.08% | 0.13% | $29.23M | 2026 Q1 |
| MSFT | 78,489 | $370.18 | Increased | 29.09% | 0.13% | $29.06M | 2026 Q1 |
| PLD | 182,586 | $132.18 | Increased | 1.37% | 0.11% | $24.13M | 2026 Q1 |
| EQIX | 21,223 | $980.26 | Increased | 2.17% | 0.10% | $20.8M | 2026 Q1 |
| NVDA | 113,556 | $174.41 | Increased | 2.27% | 0.09% | $19.81M | 2026 Q1 |
| STT | 152,200 | $126.56 | Increased | 5.86% | 0.09% | $19.26M | 2026 Q1 |
| BRX | 563,170 | $28.8 | Increased | 1.30% | 0.07% | $16.22M | 2026 Q1 |
| CUZ | 586,465 | $22.57 | Increased | 17.38% | 0.06% | $13.24M | 2026 Q1 |
| AVB | 79,970 | $163.35 | Increased | 1.43% | 0.06% | $13.06M | 2026 Q1 |
| MTB | 60,305 | $206.72 | Increased | 7.98% | 0.06% | $12.47M | 2026 Q1 |
| BXP | 237,190 | $51.9 | Increased | 1.40% | 0.06% | $12.31M | 2026 Q1 |
| ORCL | 80,414 | $147.11 | Increased | 1.26% | 0.05% | $11.83M | 2026 Q1 |
| AMT | 64,620 | $172.58 | Increased | 1.02% | 0.05% | $11.15M | 2026 Q1 |
| ADBE | 45,139 | $243.09 | Buy | 100.00% | 0.05% | $10.97M | 2026 Q1 |