Quarterly Activity Chart
Adds vs. Reduces by Quarter
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SAP —
SAP SE
CUSIP: 803054204 · Held by 4 superinvestors · Combined value: $233,815,648
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| # | Investor | % of Portfolio | Value ($) | Shares | Recent Activity | Share Change |
|---|---|---|---|---|---|---|
| 1 | Ken Griffin | 0.0% | $102,539,598 | 422,130 | ADD | +137,072 |
| 2 | Sarah Ketterer | 0.8% | $60,909,191 | 250,748 | ADD | +57,000 |
| 3 | Polen Capital | 0.2% | $56,678,735 | 233,332 | REDUCE | -111,620 |
| 4 | Christopher Davis | 0.1% | $13,688,124 | 56,347 | ADD | +9,560 |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Davis | ADD | +9,560 | +20.4% |
| Ken Griffin | ADD | +137,072 | +48.1% |
| Sarah Ketterer | ADD | +57,000 | +29.4% |
| Polen Capital | REDUCE | -111,620 | -32.4% |
| Investor | Activity | Share Change | % Change |
|---|---|---|---|
| Christopher Davis | ADD | +18 | - |
| Ken Griffin | ADD | +59,476 | +26.4% |
| Sarah Ketterer | ADD | +78,699 | +68.4% |
| Polen Capital | REDUCE | -141,519 | -29.1% |
Who Owns SAP? Superinvestor Holdings
SAP SE is held by 4 tracked superinvestors, with a combined position value of $234 million . The largest positions are held by Ken Griffin (0.0% of portfolio), Sarah Ketterer (0.8% of portfolio), Polen Capital (0.2% of portfolio).
In the most recent quarter, 3 superinvestors added or initiated positions while 1 reduced or exited.