Night Owl Capital Management, LLC / SAP
Night Owl Capital Management, LLC’s Sap SE Position
Does Night Owl Capital Management, LLC own Sap SE (SAP)? Yes — 249.0K shares worth $43M (+4.97% of its 13F portfolio) as of Q1 2026, up from 247.6K shares the prior filed quarter.
Position Value
$43M
Q1 2026
Shares
249.0K
% of Portfolio
+4.97%
Quarters Held
12
currently held
Position History SAP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 249.0K | $43M | +4.97% |
| Q4 2025 | 247.6K | $60M | +6.59% |
| Q3 2025 | 245.1K | $65M | +7.14% |
| Q2 2025 | 243.0K | $74M | +8.54% |
| Q1 2025 | 235.8K | $63M | +7.91% |
| Q4 2024 | 227.7K | $56M | +7.24% |
| Q3 2024 | 221.0K | $51M | +6.92% |
| Q2 2024 | 214.5K | $43M | +6.47% |
| Q1 2024 | 216.9K | $42M | +6.42% |
| Q4 2023 | 214.9K | $33M | +6.64% |
| Q3 2023 | 210.4K | $27M | +6.75% |
| Q2 2023 | 126.6K | $17M | +4.42% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Night Owl Capital Management, LLC’s full portfolio or all institutional holders of SAP.