Question 1

How many shares of SAP does WINDACRE PARTNERSHIP LLC own?

Accepted Answer

As of 2026-Q2, WINDACRE PARTNERSHIP LLC holds 4.4M shares of SAP (SAP SE-SPONSORED ADR).

Question 2

What is WINDACRE PARTNERSHIP LLC's SAP position worth?

Accepted Answer

As of 2026-Q2, WINDACRE PARTNERSHIP LLC's SAP position is worth $678M.

Question 3

Is WINDACRE PARTNERSHIP LLC buying or selling SAP?

Accepted Answer

In 2026-Q2, WINDACRE PARTNERSHIP LLC increased their SAP position (+59.3% change in shares).

Question 4

When did WINDACRE PARTNERSHIP LLC first buy SAP?

Accepted Answer

Based on available 13F filings, WINDACRE PARTNERSHIP LLC first reported a position in SAP in 2024-Q3. They have held the position across 23 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	4.4M	+59.3%	$678M	6.7%	$154.11	91
2026-Q1	Increased	2.8M	+12.7%	$472.9M	5.1%	$196.33	71
2025-Q4	Increased	2.5M	+4.0%	$595.4M	6.4%	$244.59	67
2025-Q3	Increased	2.4M	+130.9%	$629.9M	7.9%	$263.82	100
2025-Q2	Unchanged	1M	0.0%	$310.5M	4.3%	$301.09	0
2025-Q1	Decreased	1M	-15.2%	$274.1M	4.1%	$265.60	0
2024-Q4	Decreased	1.2M	-14.0%	$296.3M	4.3%	$246.60	0
2024-Q3	Decreased	1.4M	-18.5%	$320.6M	4.3%	$225.96	0