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WINDACRE PARTNERSHIP LLC’s SAP SAP Stock Holding History

WINDACRE PARTNERSHIP LLC’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 		$678M Buy
4,399,300
+1,637,175
+59% +$279M 6.7% 5
2026
Q1 		$473M Buy
2,762,125
+311,000
+13% +$64.2M 5.06% 11
2025
Q4 		$595M Buy
2,451,125
+93,900
+4% +$23.9M 6.39% 10
2025
Q3 		$630M Buy
2,357,225
+1,336,325
+131% +$376M 7.88% 8
2025
Q2 		$310M Hold
1,020,900
– – 4.25% 11
2025
Q1 		$274M Sell
1,020,900
-182,600
-15% -$49.7M 4.11% 11
2024
Q4 		$296M Sell
1,203,500
-195,700
-14% -$46.6M 4.35% 10
2024
Q3 		$321M Sell
1,399,200
-318,000
-19% -$67.6M 4.26% 9
2024
Q2 		$346M Sell
1,717,200
-146,800
-8% -$27.7M 4.56% 9
2024
Q1 		$364M Sell
1,864,000
-147,400
-7% -$26.2M 5% 8
2023
Q4 		$311M Sell
2,011,400
-217,700
-10% -$31.5M 4.72% 9
2023
Q3 		$288M Buy
2,229,100
+366,400
+20% +$49.9M 5.25% 9
2023
Q2 		$255M Sell
1,862,700
-81,000
-4% -$10.7M 4.91% 9
2023
Q1 		$246M Sell
1,943,700
-205,000
-10% -$24M 5.26% 7
2022
Q4 		$222M Sell
2,148,700
-95,000
-4% -$9.51M 5.36% 9
2022
Q3 		$182M Buy
2,243,700
+702,100
+46% +$62M 3.05% 9
2022
Q2 		$140M Buy
1,541,600
+73,000
+5% +$7.29M 2.94% 9
2022
Q1 		$163M Sell
1,468,600
-52,000
-3% -$6.32M 3.43% 10
2021
Q4 		$213M Sell
1,520,600
-124,200
-8% -$17.3M 4.75% 9
2021
Q3 		$222M Sell
1,644,800
-349,100
-18% -$50.7M 4.95% 10
2021
Q2 		$280M Hold
1,993,900
– – 6.19% 8
2021
Q1 		$245M Buy
1,993,900
+176,300
+10% +$22.3M 6.09% 8
2020
Q4 		$237M Buy
+1,817,600
New +$235M 6.23% 9

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
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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

WINDACRE PARTNERSHIP LLC's SAP Position: Q2 2026 in Review

WINDACRE PARTNERSHIP LLC increased its SAP (SAP) stake by 59% in Q2 2026, buying an estimated $279M and bringing the position to 4,399,300 shares worth $678M. The position accounts for 6.7% of the portfolio, ranked #5.

WINDACRE PARTNERSHIP LLC first reported a position in SAP in Q4 2020 and has held it in 23 quarters since. 813 funds tracked by Wall St. Rank hold SAP as of Q2 2026.

  • WINDACRE PARTNERSHIP LLC held 4,399,300 shares of SAP worth $678M as of Q2 2026.
  • WINDACRE PARTNERSHIP LLC bought 1,637,175 SAP shares in Q2 2026, an estimated $279M.
  • SAP made up 6.7% of WINDACRE PARTNERSHIP LLC's portfolio in Q2 2026, its #5 holding.
  • WINDACRE PARTNERSHIP LLC first reported a position in SAP in Q4 2020 and has held it in 23 quarters since.
  • 813 funds tracked by Wall St. Rank held SAP as of Q2 2026.

Based on WINDACRE PARTNERSHIP LLC's 13F filing for Q2 2026, filed 14 Aug 2026.