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SAP
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Position history for WINDACRE PARTNERSHIP LLC's holdings in SAP SE

WINDACRE PARTNERSHIP LLC holds 2.8M shares of SAP (SAP SE), worth $472.9M as of 2026-Q1. The position was increased (+12.7% shares). SAP represents 5.1% of WINDACRE PARTNERSHIP LLC's portfolio.

Current Value

$472.9M

Current Shares

2.8M

Total Value Change

+$126.5M

Total Shares Change

+1M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.8M
+12.7%
$472.9M5.1%$196.33
71
2025-Q4
Increased
2.5M
+4.0%
$595.4M6.4%$244.59
67
2025-Q3
Increased
2.4M
+130.9%
$629.9M7.9%$263.82
100
2025-Q2
Unchanged
1M
0.0%
$310.5M4.3%$301.09
0
2025-Q1
Decreased
1M
-15.2%
$274.1M4.1%$265.60
0
2024-Q4
Decreased
1.2M
-14.0%
$296.3M4.3%$246.60
0
2024-Q3
Decreased
1.4M
-18.5%
$320.6M4.3%$225.96
0
2024-Q2
Decreased
1.7M
-7.9%
$346.4M4.6%$199.90
0

Other major holders of SAP: Fisher Asset Management, LLC, FMR LLC

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