MCM
Marsico Capital Management’s SAP SAP Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $54M | Buy |
177,558
+4,050
| +2% | +$1.23M | 1.46% | 25 |
|
|
2025
Q1 | $46.6M | Hold |
173,508
| – | – | 1.6% | 22 |
|
|
2024
Q4 | $42.7M | Buy |
173,508
+23,719
| +16% | +$5.84M | 1.16% | 24 |
|
|
2024
Q3 | $34.3M | Buy |
149,789
+38,334
| +34% | +$8.78M | 0.96% | 24 |
|
|
2024
Q2 | $22.5M | Buy |
111,455
+30,677
| +38% | +$6.19M | 0.67% | 25 |
|
|
2024
Q1 | $15.8M | Buy |
80,778
+15,052
| +23% | +$2.94M | 0.52% | 27 |
|
|
2023
Q4 | $10.2M | Sell |
65,726
-13,700
| -17% | -$2.12M | 0.4% | 35 |
|
|
2023
Q3 | $10.3M | Buy |
+79,426
| New | +$10.3M | 0.44% | 33 |
|
|
2022
Q2 | – | Sell |
-105,292
| Closed | -$11.7M | – | 98 |
|
|
2022
Q1 | $11.7M | Buy |
+105,292
| New | +$11.7M | 0.41% | 37 |
|