MCM
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Marsico Capital Management’s SAP SAP Stock Holding History

Marsico 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
2026
Q1 		$21.5M Buy
125,302
+6,468
+5% +$1.33M 0.63% 30
2025
Q4 		$28.9M Hold
118,834
– – 0.8% 25
2025
Q3 		$31.8M Sell
118,834
-58,724
-33% -$16.5M 0.81% 28
2025
Q2 		$54M Buy
177,558
+4,050
+2% +$1.16M 1.46% 25
2025
Q1 		$46.6M Hold
173,508
– – 1.6% 22
2024
Q4 		$42.7M Buy
173,508
+23,719
+16% +$5.64M 1.16% 24
2024
Q3 		$34.3M Buy
149,789
+38,334
+34% +$8.15M 0.96% 24
2024
Q2 		$22.5M Buy
111,455
+30,677
+38% +$5.79M 0.67% 25
2024
Q1 		$15.8M Buy
80,778
+15,052
+23% +$2.67M 0.52% 27
2023
Q4 		$10.2M Sell
65,726
-13,700
-17% -$1.98M 0.4% 35
2023
Q3 		$10.3M Buy
+79,426
New +$10.8M 0.44% 33
2022
Q2 		– Sell
-105,292
Closed -$11.7M – 98
2022
Q1 		$11.7M Buy
+105,292
New +$12.8M 0.41% 37

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 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
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
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return