Question 1

Does Windacre Partnership own SAP stock?

Accepted Answer

Yes. As of its Q2 2026 13F, Windacre Partnership holds 4,399,300 shares of SAP, worth $678M.

Question 2

How many shares of SAP does Windacre Partnership own?

Accepted Answer

As of its Q2 2026 13F, Windacre Partnership holds 4,399,300 shares of SAP.

Question 3

What is Windacre Partnership's SAP position worth?

Accepted Answer

As of its Q2 2026 13F, Windacre Partnership's SAP position is worth $678M.

Question 4

Is Windacre Partnership buying or selling SAP?

Accepted Answer

In Q2 2026, Windacre Partnership increased its SAP position by 1,637,175 shares (+59.3%).

Question 5

When did Windacre Partnership first buy SAP?

Accepted Answer

Windacre Partnership first reported SAP in its Q4 2020 13F and has listed it in 23 quarterly 13F filings.

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%	$168.28	71
2025-Q4	Increased	2.5M	+4.0%	$595.4M	6.4%	$238.76	67
2025-Q3	Increased	2.4M	+130.9%	$629.9M	7.9%	$262.64	100
2025-Q2	Unchanged	1M	0.0%	$310.5M	4.3%	$298.90	0
2025-Q1	Decreased	1M	-15.2%	$274.1M	4.1%	$261.49	0
2024-Q4	Decreased	1.2M	-14.0%	$296.3M	4.3%	$239.83	0
2024-Q3	Decreased	1.4M	-18.5%	$320.6M	4.3%	$223.17	0