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Christopher Davis’s SAP SAP Stock Holding History

Christopher Davis’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$9.33M Sell
60,529
-256,893
-81% -$43.8M 0.04% 86
2026
Q1 		$54.3M Buy
317,422
+261,075
+463% +$53.9M 0.25% 51
2025
Q4 		$13.7M Buy
56,347
+9,560
+20% +$2.44M 0.06% 69
2025
Q3 		$12.5M Buy
46,787
+18
+0% +$5.06K 0.07% 74
2025
Q2 		$14.2M Sell
46,769
-29,357
-39% -$8.41M 0.08% 60
2025
Q1 		$20.4M Sell
76,126
-21,361
-22% -$5.82M 0.12% 56
2024
Q4 		$24M Sell
97,487
-1,868
-2% -$444K 0.14% 54
2024
Q3 		$22.8M Buy
99,355
+548
+0.6% +$117K 0.13% 54
2024
Q2 		$19.9M Sell
98,807
-18,245
-16% -$3.44M 0.12% 52
2024
Q1 		$22.8M Sell
117,052
-22,315
-16% -$3.96M 0.13% 46
2023
Q4 		$21.5M Sell
139,367
-1,545
-1% -$223K 0.12% 52
2023
Q3 		$18.2M Buy
140,912
+13
+0% +$1.77K 0.11% 52
2023
Q2 		$19.3M Sell
140,899
-1,181
-0.8% -$156K 0.12% 51
2023
Q1 		$18M Sell
142,080
-755
-0.5% -$88.6K 0.12% 54
2022
Q4 		$14.7M Buy
142,835
+30,727
+27% +$3.08M 0.1% 61
2022
Q3 		$9.11M Sell
112,108
-784
-0.7% -$69.2K 0.06% 72
2022
Q2 		$10.2M Sell
112,892
-360
-0.3% -$36K 0.07% 74
2022
Q1 		$12.6M Sell
113,252
-2,436
-2% -$296K 0.06% 79
2021
Q4 		$16.2M Sell
115,688
-9,108
-7% -$1.27M 0.08% 78
2021
Q3 		$16.9M Sell
124,796
-429
-0.3% -$62.3K 0.08% 75
2021
Q2 		$17.6M Buy
125,225
+985
+0.8% +$137K 0.07% 75
2021
Q1 		$15.3M Sell
124,240
-196
-0.2% -$24.8K 0.07% 69
2020
Q4 		$16.2M Buy
124,436
+11,388
+10% +$1.47M 0.08% 61
2020
Q3 		$17.6M Sell
113,048
-5,342
-5% -$848K 0.1% 58
2020
Q2 		$16.6M Sell
118,390
-3,338
-3% -$411K 0.1% 58
2020
Q1 		$13.5M Sell
121,728
-7,912
-6% -$998K 0.09% 70
2019
Q4 		$17.4M Sell
129,640
-5,887
-4% -$774K 0.08% 75
2019
Q3 		$16M Sell
135,527
-4,598
-3% -$569K 0.08% 77
2019
Q2 		$19.2M Sell
140,125
-5,012
-3% -$624K 0.09% 65
2019
Q1 		$16.8M Buy
145,137
+3,372
+2% +$359K 0.08% 77
2018
Q4 		$14.1M Sell
141,765
-1,149
-0.8% -$122K 0.08% 83
2018
Q3 		$17.6M Sell
142,914
-3,614
-2% -$429K 0.08% 73
2018
Q2 		$16.9M Buy
146,528
+144
+0.1% +$16.3K 0.07% 76
2018
Q1 		$15.4M Buy
146,384
+3,558
+2% +$384K 0.07% 78
2017
Q4 		$16M Buy
142,826
+961
+0.7% +$109K 0.07% 78
2017
Q3 		$15.5M Buy
141,865
+486
+0.3% +$51.6K 0.07% 85
2017
Q2 		$14.8M Buy
141,379
+4,409
+3% +$455K 0.06% 88
2017
Q1 		$13.4M Buy
136,970
+1,217
+0.9% +$113K 0.06% 93
2016
Q4 		$11.7M Buy
135,753
+5,364
+4% +$461K 0.05% 93
2016
Q3 		$11.9M Buy
130,389
+5,298
+4% +$455K 0.05% 95
2016
Q2 		$9.38M Buy
125,091
+8,412
+7% +$660K 0.04% 110
2016
Q1 		$9.38M Buy
116,679
+1,856
+2% +$144K 0.04% 119
2015
Q4 		$9.08M Buy
114,823
+233
+0.2% +$17.9K 0.04% 129
2015
Q3 		$7.42M Sell
114,590
-2,883
-2% -$199K 0.03% 139
2015
Q2 		$8.25M Sell
117,473
-39,387
-25% -$2.92M 0.03% 139
2015
Q1 		$11.3M Sell
156,860
-2,716
-2% -$186K 0.04% 115
2014
Q4 		$11.1M Sell
159,576
-3,617
-2% -$248K 0.04% 120
2014
Q3 		$11.8M Buy
163,193
+850
+0.5% +$66.1K 0.04% 115
2014
Q2 		$12.5M Buy
162,343
+10,376
+7% +$806K 0.04% 114
2014
Q1 		$12.4M Buy
151,967
+6,900
+5% +$547K 0.03% 109
2013
Q4 		$12.6M Buy
145,067
+2,788
+2% +$222K 0.03% 102
2013
Q3 		$10.5M Buy
142,279
+18,537
+15% +$1.37M 0.03% 114
2013
Q2 		$9.01M Buy
+123,742
New +$9.62M 0.02% 138

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $10.1B AUM 10.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Christopher Davis's SAP Position: Q2 2026 in Review

Christopher Davis reduced its SAP (SAP) stake by 81% in Q2 2026, selling an estimated $43.8M and leaving 60,529 shares worth $9.33M. The position accounts for 0.04% of the portfolio, ranked #86.

Christopher Davis first reported a position in SAP in Q2 2013 and has held it in 53 quarters since. The position peaked at $54.3M in Q1 2026. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Christopher Davis held 60,529 shares of SAP worth $9.33M as of Q2 2026.
  • Christopher Davis sold 256,893 SAP shares in Q2 2026, an estimated $43.8M.
  • SAP made up 0.04% of Christopher Davis's portfolio in Q2 2026, its #86 holding.
  • Christopher Davis first reported a position in SAP in Q2 2013 and has held it in 53 quarters since.
  • Christopher Davis's SAP position peaked at $54.3M in Q1 2026.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Davis Selected Advisers's 13F filing for Q2 2026, filed 11 Aug 2026.