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 Q2	$28.7M	Buy	186,261 +60,959	+49%	+$10.4M	0.75%	32
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 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

Marsico Capital Management's SAP Position: Q2 2026 in Review

Marsico Capital Management increased its SAP (SAP) stake by 49% in Q2 2026, buying an estimated $10.4M and bringing the position to 186,261 shares worth $28.7M. The position accounts for 0.75% of the portfolio, ranked #32.

Marsico Capital Management first reported a position in SAP in Q1 2022 and has held it in 13 quarters since. The position peaked at $54M in Q2 2025. 812 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

Marsico Capital Management held 186,261 shares of SAP worth $28.7M as of Q2 2026.
Marsico Capital Management bought 60,959 SAP shares in Q2 2026, an estimated $10.4M.
SAP made up 0.75% of Marsico Capital Management's portfolio in Q2 2026, its #32 holding.
Marsico Capital Management first reported a position in SAP in Q1 2022 and has held it in 13 quarters since.
Marsico Capital Management's SAP position peaked at $54M in Q2 2025.
812 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Marsico Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.