← Top Holdings

SAPSAP SE

CUSIP: 803054204

4

Guru Owners

$272.2M

Total Value Held

1.6M

Total Shares

Investor	Fund	Shares	Value▼	% of Portfolio	Rpt Price	Period
Sequoia Fund	Ruane, Cunniff & Goldfarb	749909	$128.4M	2.13%	$171.21	Q1 2026
Sarah Ketterer	Causeway Capital Management	456005	$78.1M	0.96%	$171.21	Q1 2026
Christopher Davis	Davis Selected Advisers	317422	$54.3M	0.25%	$171.21	Q1 2026
Polen Capital	Polen Capital Management	66674	$11.4M	0.08%	$171.21	Q1 2026

$128.4M

2.13%

$78.1M

0.96%

Christopher Davis

$54.3M

0.25%

$11.4M

0.08%

📊 Fundamentals

Market Cap$191.9B

P/E Ratio22.9x

Near market avg

Forward P/E16.7x

P/FCF23.6x

EPS (TTM)$7.11

Revenue (TTM)$37.3B

Profit Margin19.58%

Div Yield1.80%

Beta0.74

52-Week Range

$148.06

$313.28

Current: $162.77

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 22.9x trailing earnings → 16.7x forward · 19.6% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

Quarter-by-Quarter Activity

Q1 '264 owners · $272.2M

INCREASEDSequoia Fund$128.4M

INCREASEDSarah Ketterer$78.1M

REDUCEDChristopher Davis$54.3M

INCREASEDPolen Capital$11.4M

Q4 '254 owners · $142.4M

INCREASEDSarah Ketterer$60.9M

REDUCEDPolen Capital$56.7M

INCREASEDChristopher Davis$13.7M

REDUCEDSequoia Fund$11.2M

Q3 '254 owners · $168.7M

REDUCEDPolen Capital$92.2M

INCREASEDSarah Ketterer$51.8M

INCREASEDChristopher Davis$12.5M

NEWSequoia Fund$12.3M

Q2 '253 owners · $197.1M

REDUCEDPolen Capital$147.9M

REDUCEDSarah Ketterer$35.0M

REDUCEDChristopher Davis$14.2M

Q1 '253 owners · $207.8M

NEWPolen Capital$145.7M

NEWSarah Ketterer$41.6M

REDUCEDChristopher Davis$20.4M

Q4 '241 owners · $24.0M

REDUCEDChristopher Davis$24.0M

💰 DCF Calculator

DCF model · 10-yr forecast

Estimates depend entirely on your assumptions. Adjust the inputs below to explore scenarios.

📊 Adjust the assumptions below to calculate an estimated fair value

Projection Period

Revenue Growth Rate

12%analyst est. 11.6%

0%100%

Growth Decay Rate

15%

0% (no decay)50% (fast decay)

Terminal Growth Rate

3.0%

0%5%

FCF Margin

21.8%current: 21.8%

1%50%

Discount Rate (WACC)

8.0%typical: 8% large caps · 10% growth

5%20%

Model: 10-year DCF · 3.0% terminal growth · Based on Yahoo Finance data

🏛️ Congressional Trades

SAP: Held by 4 superinvestors · 30 congress member trades

BUYMichael McCaulR

$1,001 - $15,0002026-01-30

BUYMichael McCaulR

$1,001 - $15,0002026-01-13

BUYMichael McCaulR

$1,001 - $15,0002025-11-28

$15,001 - $50,0002025-11-14

SELLGil CisnerosD

$1,001 - $15,0002025-11-07

SELLLisa McClainR

$1,001 - $15,0002025-10-31

BUYLisa McClainR

$1,001 - $15,0002025-10-30

SELLLisa McClainR

$1,001 - $15,0002025-10-30

SELLMichael McCaulR

$15,001 - $50,0002025-10-27

BUYGil CisnerosD

$1,001 - $15,0002025-10-21

SELLLisa McClainR

$1,001 - $15,0002025-10-14

SELLMichael McCaulR

$1,001 - $15,0002025-08-21

SELLLisa McClainR

$1,001 - $15,0002025-08-13

BUYLisa McClainR

$1,001 - $15,0002025-08-04

SELLLisa McClainR

$1,001 - $15,0002025-07-22

BUYLisa McClainR

$1,001 - $15,0002025-07-16

SELLMichael McCaulR

$15,001 - $50,0002025-06-16

SELLLisa McClainR

$1,001 - $15,0002025-06-10

SELLMichael McCaulR

$1,001 - $15,0002025-06-09

BUYLisa McClainR

$1,001 - $15,0002025-06-09