Louisbourg Investments’s SAP SAP Stock Holding History

Louisbourg Investments’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	$3.34M	Buy	21,680 +4,000	+23%	+$682K	0.62%	64
2026 Q1	$3.03M	Buy	17,680 +9,200	+108%	+$1.9M	0.57%	67
2025 Q4	$2.06M	Buy	8,480 +900	+12%	+$229K	0.41%	81
2025 Q3	$2.03M	Buy	7,580 +3,400	+81%	+$956K	0.44%	75
2025 Q2	$1.27M	Hold	4,180	–	–	0.3%	84
2025 Q1	$1.12M	Buy	4,180 +1,100	+36%	+$300K	0.3%	82
2024 Q4	$758K	Sell	3,080 -800	-21%	-$190K	0.2%	87
2024 Q3	$889K	Sell	3,880 -2,700	-41%	-$574K	0.22%	81
2024 Q2	$1.33M	Buy	6,580 +1,000	+18%	+$189K	0.37%	71
2024 Q1	$1.09M	Sell	5,580 -2,550	-31%	-$453K	0.3%	75
2023 Q4	$1.26M	Buy	+8,130	New	+$1.18M	0.38%	67

Other funds holding SAP

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

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 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

Louisbourg Investments's SAP Position: Q2 2026 in Review

Louisbourg Investments increased its SAP (SAP) stake by 23% in Q2 2026, buying an estimated $682K and bringing the position to 21,680 shares worth $3.34M. The position accounts for 0.62% of the portfolio, ranked #64.

Louisbourg Investments first reported a position in SAP in Q4 2023 and has held it in 11 quarters since. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Louisbourg Investments held 21,680 shares of SAP worth $3.34M as of Q2 2026.
Louisbourg Investments bought 4,000 SAP shares in Q2 2026, an estimated $682K.
SAP made up 0.62% of Louisbourg Investments's portfolio in Q2 2026, its #64 holding.
Louisbourg Investments first reported a position in SAP in Q4 2023 and has held it in 11 quarters since.
811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Louisbourg Investments's 13F filing for Q2 2026, filed 23 Jul 2026.