Primecap Management
SAP icon

Primecap Management’s SAP SAP Stock Holding History

Primecap 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 		$12.7M Buy
82,500
+69,500
+535% +$11.9M 0.01% 261
2026
Q1 		$2.23M Buy
13,000
+2,000
+18% +$413K ﹤0.01% 300
2025
Q4 		$2.67M Buy
+11,000
New +$2.8M ﹤0.01% 293

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Morgan Stanley
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
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

Primecap Management's SAP Position: Q2 2026 in Review

Primecap Management increased its SAP (SAP) stake by 535% in Q2 2026, buying an estimated $11.9M and bringing the position to 82,500 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #261.

Primecap Management first reported a position in SAP in Q4 2025 and has held it in 3 quarters since. 811 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • Primecap Management held 82,500 shares of SAP worth $12.7M as of Q2 2026.
  • Primecap Management bought 69,500 SAP shares in Q2 2026, an estimated $11.9M.
  • SAP made up 0.01% of Primecap Management's portfolio in Q2 2026, its #261 holding.
  • Primecap Management first reported a position in SAP in Q4 2025 and has held it in 3 quarters since.
  • 811 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on Primecap Management's 13F filing for Q2 2026, filed 14 Aug 2026.