What Gives SAP SE (SAP) an Irreplaceable Position in Its Clients’ Tech Ecosystems?
Harris Oakmark recently released its second-quarter 2026 investor letter for its “Oakmark Global Select Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 14,534,441 | $2,488,441,952 | -2% | 0.84% |
| 2. | Eagle Capital Management Boykin Curry | 7,848,603 | $1,343,759,297 | +90% | 4.51% |
| 3. | D E Shaw D. E. Shaw | 4,256,672 | $728,784,813 | +85% | 0.44% |
| 4. | Windacre Partnership Snehal Amin | 2,762,125 | $472,903,421 | +13% | 5.06% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 880,212 | $150,701,097 | 0.08% |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 172,140 | $26,528,495 | 0.13% | |
| 2. | 160,606 | $24,750,990 | 4.56% | |
| 3. | 125,736 | $19,377,101 | 0.54% | |
| 4. | 111,952 | $17,252,920 | 0.83% | |
| 5. | 90,961 | $14,018,000 | 0.34% |