Windacre Partnership LLC / SAP
Windacre Partnership LLC’s Sap SE Position
Does Windacre Partnership LLC own Sap SE (SAP)? Yes — 2.76M shares worth $473M (+5.06% of its 13F portfolio) as of Q1 2026, up from 2.45M shares the prior filed quarter.
Position Value
$473M
Q1 2026
Shares
2.76M
% of Portfolio
+5.06%
Quarters Held
22
currently held
Position History SAP
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 2.76M | $473M | +5.06% |
| Q4 2025 | 2.45M | $595M | +6.39% |
| Q3 2025 | 2.36M | $630M | +7.88% |
| Q2 2025 | 1.02M | $310M | +4.25% |
| Q1 2025 | 1.02M | $274M | +4.11% |
| Q4 2024 | 1.20M | $296M | +4.35% |
| Q3 2024 | 1.40M | $321M | +4.26% |
| Q2 2024 | 1.72M | $346M | +4.56% |
| Q1 2024 | 1.86M | $364M | +5.00% |
| Q4 2023 | 2.01M | $311M | +4.72% |
| Q3 2023 | 1.86M | $255M | +4.91% |
| Q2 2023 | 1.86M | $255M | +4.91% |
| Q1 2023 | 1.94M | $246M | +5.26% |
| Q4 2022 | 2.15M | $222M | +5.36% |
| Q3 2022 | 2.24M | $182M | +3.05% |
| Q2 2022 | 1.54M | $140M | +2.94% |
| Q1 2022 | 1.47M | $163M | +3.43% |
| Q4 2021 | 1.52M | $213M | +4.75% |
| Q3 2021 | 1.64M | $222M | +4.95% |
| Q2 2021 | 1.99M | $280M | +6.19% |
| Q1 2021 | 1.99M | $245M | +6.09% |
| Q4 2020 | 1.82M | $237M | +6.23% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Windacre Partnership LLC’s full portfolio or all institutional holders of SAP.