SAP SE (SAP)
Sector: | Technology |
Super Investor Stats: | |
Ownership count: | 3 |
Ownership rank: | 208 |
% of all portfolios: | 0.062% |
Hold Price * : | $247.55 |
History | Portfolio Manager | Activity ▼ | Share change | % change to portfolio | |
Q1  2025 | |||||
≡ | Christopher Davis - Davis Advisors | Reduce 21.91% | 21,361 | 0.03 | |
≡ | Polen Capital Management | Reduce 45.73% | 457,245 | 0.39 | |
Q4  2024 | |||||
≡ | Christopher Davis - Davis Advisors | Reduce 1.88% | 1,868 | 0.00 | |
≡ | Polen Capital Management | Reduce 6.06% | 64,471 | 0.04 | |
≡ | Ruane Cunniff - Sequoia Fund | Reduce 19.43% | 138,717 | 1.05 | |
Q3  2024 | |||||
≡ | Christopher Davis - Davis Advisors | Add 0.55% | 548 | 0.00 | |
≡ | Polen Capital Management | Reduce 15.15% | 190,114 | 0.11 | |
Q2  2024 | |||||
≡ | Polen Capital Management | Reduce 1.58% | 20,197 | 0.01 | |
≡ | Christopher Davis - Davis Advisors | Reduce 15.59% | 18,245 | 0.02 | |
Q1  2024 | |||||
≡ | Polen Capital Management | Add 2.58% | 32,032 | 0.01 | |
≡ | Christopher Davis - Davis Advisors | Reduce 16.01% | 22,315 | 0.02 | |
≡ | Ruane Cunniff - Sequoia Fund | Reduce 32.24% | 339,627 | 1.99 | |
Q4  2023 | |||||
≡ | Christopher Davis - Davis Advisors | Reduce 1.10% | 1,545 | 0.00 | |
≡ | Polen Capital Management | Reduce 1.58% | 19,980 | 0.01 | |
Q3  2023 | |||||
≡ | Christopher Davis - Davis Advisors | Add 0.01% | 13 | 0.00 | |
≡ | Polen Capital Management | Reduce 0.36% | 4,585 | 0.00 | |
≡ | Ruane Cunniff - Sequoia Fund | Reduce 2.70% | 29,275 | 0.13 | |
Q2  2023 | |||||
≡ | Christopher Davis - Davis Advisors | Reduce 0.83% | 1,181 | 0.00 | |
≡ | Polen Capital Management | Reduce 3.74% | 49,293 | 0.02 | |
Q1  2023 | |||||
≡ | Christopher Davis - Davis Advisors | Reduce 0.53% | 755 | 0.00 | |
≡ | Polen Capital Management | Reduce 1.51% | 20,146 | 0.01 | |
Q4  2022 | |||||
≡ | Christopher Davis - Davis Advisors | Add 27.41% | 30,727 | 0.02 | |
≡ | Polen Capital Management | Reduce 7.09% | 102,059 | 0.03 | |
Q3  2022 | |||||
≡ | Polen Capital Management | Add 74.93% | 616,301 | 0.14 | |
≡ | Christopher Davis - Davis Advisors | Reduce 0.69% | 784 | 0.00 | |
Q2  2022 | |||||
≡ | Ruane Cunniff - Sequoia Fund | Buy | 1,082,791 | 3.07 | |
≡ | Christopher Davis - Davis Advisors | Reduce 0.32% | 360 | 0.00 | |
≡ | Polen Capital Management | Reduce 11.63% | 108,213 | 0.03 | |
Q1  2022 | |||||
≡ | Polen Capital Management | Add 14.92% | 120,804 | 0.03 | |
≡ | Christopher Davis - Davis Advisors | Reduce 2.11% | 2,436 | 0.00 | |
Q4  2021 | |||||
≡ | Polen Capital Management | Add 2.22% | 17,594 | 0.00 | |
≡ | Christopher Davis - Davis Advisors | Reduce 7.30% | 9,108 | 0.01 | |
Q3  2021 | |||||
≡ | Polen Capital Management | Add 9.95% | 71,717 | 0.02 | |
≡ | Christopher Davis - Davis Advisors | Reduce 0.34% | 429 | 0.00 | |
Q2  2021 | |||||
≡ | Polen Capital Management | Add 6.87% | 46,344 | 0.01 | |
≡ | Christopher Davis - Davis Advisors | Add 0.79% | 985 | 0.00 | |
Q1  2021 | |||||
≡ | Polen Capital Management | Add 2.80% | 18,370 | 0.01 | |
≡ | Christopher Davis - Davis Advisors | Reduce 0.16% | 196 | 0.00 | |
Q4  2020 | |||||
≡ | Polen Capital Management | Add 22.05% | 118,506 | 0.04 | |
≡ | Christopher Davis - Davis Advisors | Add 10.07% | 11,388 | 0.01 | |
Q3  2020 | |||||
≡ | Polen Capital Management | Add 34.68% | 138,359 | 0.06 | |
≡ | Christopher Davis - Davis Advisors | Reduce 4.51% | 5,342 | 0.00 | |
Q2  2020 | |||||
≡ | Polen Capital Management | Add 20.29% | 67,300 | 0.03 | |
≡ | Christopher Davis - Davis Advisors | Reduce 2.74% | 3,338 | 0.00 | |
Q1  2020 | |||||
≡ | Polen Capital Management | Add 19.60% | 54,349 | 0.03 | |
≡ | Christopher Davis - Davis Advisors | Reduce 6.10% | 7,912 | 0.01 | |
Q4  2019 | |||||
≡ | Polen Capital Management | Add 20.22% | 46,636 | 0.03 | |
Q3  2019 | |||||
≡ | Polen Capital Management | Add 52.77% | 79,687 | 0.04 | |
Q2  2019 | |||||
≡ | Polen Capital Management | Add 36.76% | 40,588 | 0.03 | |
Q1  2010 | |||||
≡ | Thomas Gayner - Markel Group | Sell 100.00% | 97,500 | 0.32 | |
Q3  2008 | |||||
≡ | Thomas Gayner - Markel Group | Add 59.05% | 36,200 | 0.13 | |
Q2  2008 | |||||
≡ | Thomas Gayner - Markel Group | Add 104.33% | 31,300 | 0.11 | |
Q1  2008 | |||||
≡ | Thomas Gayner - Markel Group | Buy | 30,000 | 0.08 |
* "Hold Price" is the last known price at which an investor still held a security. It is the closing price of the security as of the portfolio date (quarter end). This value is only provided when a security is owned by at least two investors. In the case of reporting dates being different, a weighted average price is calculated.