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Kodai Capital Management’s SAP SAP Stock Holding History

Kodai Capital Management’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
2025
Q1 		$13.2M Buy
49,252
+5,765
+13% +$1.57M 0.52% 72
2024
Q4 		$10.7M Sell
43,487
-53,108
-55% -$12.6M 0.44% 63
2024
Q3 		$22.1M Sell
96,595
-49,623
-34% -$10.5M 0.46% 74
2024
Q2 		$29.5M Buy
146,218
+81,094
+125% +$15.3M 0.56% 50
2024
Q1 		$12.7M Buy
+65,124
New +$11.6M 0.3% 67

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Kodai Capital Management's SAP Position: Q1 2025 in Review

Kodai Capital Management increased its SAP (SAP) stake by 13% in Q1 2025, buying an estimated $1.57M and bringing the position to 49,252 shares worth $13.2M. The position accounts for 0.52% of the portfolio, ranked #72.

Kodai Capital Management first reported a position in SAP in Q1 2024 and has held it in 5 quarters since. The position peaked at $29.5M in Q2 2024. 887 funds tracked by Wall St. Rank hold SAP as of Q1 2025.

  • Kodai Capital Management held 49,252 shares of SAP worth $13.2M as of Q1 2025.
  • Kodai Capital Management bought 5,765 SAP shares in Q1 2025, an estimated $1.57M.
  • SAP made up 0.52% of Kodai Capital Management's portfolio in Q1 2025, its #72 holding.
  • Kodai Capital Management first reported a position in SAP in Q1 2024 and has held it in 5 quarters since.
  • Kodai Capital Management's SAP position peaked at $29.5M in Q2 2024.
  • 887 funds tracked by Wall St. Rank held SAP as of Q1 2025.

Based on Kodai Capital Management's 13F filing for Q1 2025, filed 15 May 2025.