Davis Selected Advisers reports 2.17% increase in ownership of EQIX / Equinix, Inc.

Equinix, Inc.

MX ˙ BMV ˙ US29444U7000

Security	MX:EQIX / Equinix, Inc.
Institution	Davis Selected Advisers
Latest Disclosed Ownership	21,223 shares
Latest Disclosed Value	$ 20,803,634

On May 7, 2026 - Davis Selected Advisers filed a 13F-HR form disclosing ownership of 21,223 shares of Equinix, Inc. (MX:EQIX) valued at $20,803,634 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 20,773 shares of Equinix, Inc.. This represents a change in shares of 2.17% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)

File Date	Effective Date	Form	Security	Class	ID	Reported Shares	ΔShares	ΔShares (%)	Reported Value (x1000)	ΔValue (%)	Alloc (%)
2026-05-07	2026-03-31	13F	Equinix	Common Stock	29444U700	21,223	450	2.17	20,804	30.71	0.0955
2026-02-02	2025-12-31	13F	Equinix	Common Stock	29444U700	20,773	-1,030	-4.72	15,915	-6.80	0.0715
2025-12-29	2025-09-30	13F/A-1	Equinix	Common Stock	29444U700	21,803	6,140	39.20	17,077	37.06	0.0892
2025-11-12	2025-09-30	13F	Equinix	Common Stock	29444U700	21,803	6,140		17,077		0.0892
2025-08-08	2025-06-30	13F	Equinix	Common	29444U700	15,663	290	1.89	12,459	-0.60	0.0666
2025-05-12	2025-03-31	13F	Equinix	Common	29444U700	15,373	-3,825	-19.92	12,534	-30.76	0.0722
2025-02-07	2024-12-31	13F	Equinix	Common	29444U700	19,198	-130	-0.67	18,102	5.51	0.1052
2024-11-08	2024-09-30	13F	Equinix	Common	29444U700	19,328	2,070	11.99	17,156		0.0962
2024-08-07	2024-06-30	13F	Equinix	Common	29444U700	17,258	-10	-0.06	0	-100.00
2024-05-14	2024-03-31	13F/A-1	Equinix	Common	29444U700	17,268	-580	-3.25	14,252	-0.86	0.0799
2024-05-13	2024-03-31	13F	Equinix	Common	29444U700	17,268	-580		14,252		0.0799
2024-02-12	2023-12-31	13F	Equinix	Common	29444U700	17,848	-1,070	-5.66	14,375	4.62	0.0812
2023-11-09	2023-09-30	13F	Equinix	Common	29444U700	18,918	0	0.00	13,739	-7.36	0.0862
2023-08-09	2023-06-30	13F	Equinix	Common	29444U700	18,918	-4,860	-20.44	14,831	-13.50	0.0904
2023-05-08	2023-03-31	13F	Equinix	Common	29444U700	23,778	-2,680	-10.13	17,145	-1.07	0.1133
2023-02-10	2022-12-31	13F	Equinix	Common	29444U700	26,458	0	0.00	17,331	15.15	0.1178
2022-11-10	2022-09-30	13F	Equinix	Common	29444U700	26,458	0	0.00	15,050	-13.42	0.1070
2022-08-11	2022-06-30	13F	Equinix	Common	29444U700	26,458	750	2.92	17,383	-8.83	0.1115
2022-05-12	2022-03-31	13F	Equinix	Common	29444U700	25,708	-360	-1.38	19,066	-13.53	0.0963
2022-02-11	2021-12-31	13F	Equinix	Common	29444U700	26,068	90	0.35	22,049	7.42	0.1025
2021-11-12	2021-09-30	13F	Equinix	Common	29444U700	25,978	0	0.00	20,526	-1.55	0.0949
2021-08-13	2021-06-30	13F	Equinix	Common	29444U700	25,978	-7,310	-21.96	20,850	-7.83	0.0857
2021-05-13	2021-03-31	13F	Equinix	Common	29444U700	33,288	1,238	3.86	22,622	-1.17	0.0990
2021-02-12	2020-12-31	13F	Equinix	Common	29444U700	32,050	0	0.00	22,889	-6.05	0.1102
2020-11-12	2020-09-30	13F	Equinix	Common	29444U700	32,050	-2,240	-6.53	24,362	1.16	0.1355
2020-08-12	2020-06-30	13F	Equinix	Common	29444U700	34,290	-2,940	-7.90	24,082	3.57	0.1393
2020-05-15	2020-03-31	13F	Equinix	Common	29444U700	37,230	1,340	3.73	23,253	11.00	0.1575
2020-02-13	2019-12-31	13F	Equinix	Common	29444U700	35,890	-40	-0.11	20,949	1.09	0.1002
2019-11-13	2019-09-30	13F	Equinix	Common	29444U700	35,930	-21,950	-37.92	20,724	-29.00	0.1043
2019-08-13	2019-06-30	13F	Equinix	Common	29444U700	57,880	-1,670	-2.80	29,188	8.16	0.1444
2019-05-14	2019-03-31	13F	Equinix	Common	29444U700	59,550	1,540	2.65	26,986	31.95	0.1327
2019-02-12	2018-12-31	13F	Equinix	Common	29444U700	58,010	7,744	15.41	20,452	-6.01	0.1143
2018-11-13	2018-09-30	13F	Equinix	Common	29444U700	50,266	3,984	8.61	21,760	9.37	0.0935
2018-08-13	2018-06-30	13F	Equinix	Common	29444U700	46,282	3,498	8.18	19,896	11.21	0.0847
2018-05-14	2018-03-31	13F	Equinix	Common	29444U700	42,784	42,784		17,890		0.0774
2016-02-12	2015-12-31	13F	Equinix	Common	29444U700	0	0		0		0.0000
2015-08-13	2015-06-30	13F	Equinix	Common	29444U700	0	-15,569	-100.00	0	-100.00
2015-05-12	2015-03-31	13F	Equinix	Common	29444U700	15,569	15,569		3,625		0.0124

Legend

Shares: The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value: The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price: The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class: This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred

Allocation (%): The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation: The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%): The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis: The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss: This is the market value of the position as of the effective date minus the cost basis.