Position history for WINDACRE PARTNERSHIP LLC's holdings in SAP SE
WINDACRE PARTNERSHIP LLC holds 2.5M shares of SAP (SAP SE), worth $595.4M as of 2025-Q4. The position was increased (++4.0% shares). SAP represents 6.4% of WINDACRE PARTNERSHIP LLC's portfolio.
Current Value
$595.4M
Current Shares
2.5M
Total Value Change
+$249M
Total Shares Change
+733,925
Other major holders of SAP: GQG Partners LLC, UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC, CAPITAL FUND MANAGEMENT S.A.
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 |
| 2024-Q2 | Decreased | 1.7M | -7.9% | $346.4M | 4.6% | $199.90 | 0 |