← Top Holdings

SAPSAP SE

CUSIP: 803054204

4

Guru Owners

$272.2M

Total Value Held

1.6M

Total Shares

$128.4M
2.13%
$78.1M
0.96%
$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

$0$68.1M$136.1M$204.2M$272.2MQ2 '24Q3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26

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
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
SAP Institutional Ownership — Superinvestor Holdings | Superinvestor 13F Tracker