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Position history for WPWINDACRE PARTNERSHIP LLC's holdings in SAP SE-SPONSORED ADR

WINDACRE PARTNERSHIP LLC holds 4.4M shares of SAP (SAP SE-SPONSORED ADR), worth $678M as of 2026-Q2. The position was increased (+59.3% shares). SAP represents 6.7% of WINDACRE PARTNERSHIP LLC's portfolio.

Current Value

$678M

Current Shares

4.4M

Total Value Change

+$357.4M

Total Shares Change

+3M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
4.4M
+59.3%
$678M6.7%$154.11
91
2026-Q1
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

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

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