Christopher Davis drops Q4 2025 13F portfolio update: VCs and founders scramble to copy his picks, ignoring their own roadmaps again

In the fourth quarter of 2025, Christopher Davis' investment firm, Davis Selected Advisers, disclosed its 13F portfolio update. The report provides insight into the firm's investment strategy and holdings as of the end of 2025. Davis Selected Advisers is a well-established investment management company known for its value-oriented approach. The 13F filing reveals the firm's equity holdings, which include a diverse range of companies across various sectors. As of December 2025, the portfolio consisted of significant stakes in several prominent companies. The update is noteworthy as it reflects the firm's investment decisions and outlook for the market. The portfolio's composition and changes provide valuable information for investors and market analysts, offering a glimpse into the investment landscape and trends. With a long history of managing assets, Davis Selected Advisers' portfolio updates are closely watched by industry professionals and investors seeking insights into the firm's investment philosophy and market perspective.