← Top Holdings

SAPSAP SE - ADR

CUSIP: 803054204

2

Guru Owners

$24.8M

Total Value Held

102,274

Total Shares

$13.7M
0.06%
$11.2M
0.17%

📊 Fundamentals

Market Cap$236.0B
P/E Ratio28.6x
Above market avg
Forward P/E20.2x
P/FCF27.8x
EPS (TTM)$7.08
Revenue (TTM)$36.8B
Profit Margin19.46%
Div Yield1.47%
Beta0.69

52-Week Range

$187.94
$313.28

Current: $202.25

Data from Yahoo Finance · refreshed every 4 hours

💡 Trades at 28.6x trailing earnings → 20.2x forward · 19.5% profit margin

📊 Holdings Over Time

How superinvestor ownership has changed across quarters

$0$6.2M$12.4M$18.6M$24.8MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25

Quarter-by-Quarter Activity

Q4 '252 owners · $24.8M
INCREASEDChristopher Davis$13.7M
REDUCEDSequoia Fund$11.2M
Q3 '252 owners · $24.8M
INCREASEDChristopher Davis$12.5M
NEWSequoia Fund$12.3M
Q2 '251 owners · $14.2M
REDUCEDChristopher Davis$14.2M
Q1 '251 owners · $20.4M
REDUCEDChristopher Davis$20.4M
Q4 '241 owners · $24.0M
REDUCEDChristopher Davis$24.0M
Q3 '241 owners · $22.8M
INCREASEDChristopher Davis$22.8M

💰 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
13%analyst est. 13.1%
0%100%
Growth Decay Rate
15%
0% (no decay)50% (fast decay)
Terminal Growth Rate
3.0%
0%5%
FCF Margin
23.0%current: 23.0%
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 2 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
BUYRo KhannaD
$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