Eagle Capital Management (New York)’s SAP SAP Stock Holding History

Eagle Capital Management (New York)’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	$1.33B	Buy	8,640,615 +792,012	+10%	+$135M	4.07%	13
2026 Q1	$1.34B	Buy	7,848,603 +3,705,173	+89%	+$765M	4.51%	7
2025 Q4	$1.01B	Buy	4,143,430 +1,130,878	+38%	+$288M	3.13%	14
2025 Q3	$805M	Buy	3,012,552 +4,772	+0.2%	+$1.34M	2.56%	18
2025 Q2	$915M	Sell	3,007,780 -294,592	-9%	-$84.4M	3.01%	16
2025 Q1	$886M	Sell	3,302,372 -1,283,910	-28%	-$350M	3.23%	14
2024 Q4	$1.13B	Sell	4,586,282 -9,092	-0.2%	-$2.16M	4.12%	11
2024 Q3	$1.05B	Sell	4,595,374 -47,374	-1%	-$10.1M	3.91%	10
2024 Q2	$936M	Buy	4,642,748 +363,978	+9%	+$68.7M	3.47%	12
2024 Q1	$834M	Sell	4,278,770 -157,954	-4%	-$28.1M	3.23%	14
2023 Q4	$686M	Buy	4,436,724 +785,812	+22%	+$114M	2.91%	16
2023 Q3	$472M	Buy	+3,650,912	New	+$497M	2.19%	21

Other funds holding SAP

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

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 Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Eagle Capital Management (New York)'s SAP Position: Q2 2026 in Review

Eagle Capital Management (New York) increased its SAP (SAP) stake by 10% in Q2 2026, buying an estimated $135M and bringing the position to 8,640,615 shares worth $1.33B. The position accounts for 4.07% of the portfolio, ranked #13.

Eagle Capital Management (New York) first reported a position in SAP in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.34B in Q1 2026. 814 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Eagle Capital Management (New York) held 8,640,615 shares of SAP worth $1.33B as of Q2 2026.
Eagle Capital Management (New York) bought 792,012 SAP shares in Q2 2026, an estimated $135M.
SAP made up 4.07% of Eagle Capital Management (New York)'s portfolio in Q2 2026, its #13 holding.
Eagle Capital Management (New York) first reported a position in SAP in Q3 2023 and has held it in 12 quarters since.
Eagle Capital Management (New York)'s SAP position peaked at $1.34B in Q1 2026.
814 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Eagle Capital Management (New York)'s 13F filing for Q2 2026, filed 14 Aug 2026.