How SAP SE's (SAP) Enterprise Brainstem Shields It from the AI Software Sell-Off
Bretton Capital Management, an investment management company, released the “Bretton Fund” second-quarter 2026 investor letter. The letter can be downloaded here.
Sap Se (SAP)
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Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period:
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Fisher Asset Management Ken Fisher | 14,931,460 | $2,301,087,500 | +3% | 0.69% |
| 2. | Eagle Capital Management Boykin Curry | 8,640,615 | $1,331,605,148 | +11% | 4.07% |
| 3. | Windacre Partnership Snehal Amin | 4,399,300 | $677,976,123 | +60% | 6.7% |
| 4. | D E Shaw D. E. Shaw | 1,450,152 | $223,482,925 | -66% | 0.11% |
| 5. | Arrowstreet Capital Peter Rathjens, Bruce Clarke And John Campbell | 823,529 | $126,914,054 | -7% | 0.06% |
Institutional Investors' Holdings
Filing Period:
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 6,023,085 | $928,217,683 | 0.08% | |
| 2. | 5,681,413 | $876,580,339 | 0.18% | |
| 3. | 5,476,111 | $843,924,044 | 0.04% | |
| 4. | 2,508,905 | $386,647,350 | 1.13% | |
| 5. | 2,391,150 | $368,500,071 | 0.02% |
News See All
How SAP SE (SAP) Is Monetizing AI Through Joule and Data Cloud
Aoris Investment Management, a specialist international equity manager, released its Q2 2026 investor letter for “Aoris International Fund”. A copy of the letter can be downloaded here.
Is SAP (SAP) Mispriced as AI Fears Overshadow Its Core ERP Strength?
Eagle Capital Management, an investment management company, released its second quarter 2026 investor letter. A copy of the letter can be downloaded here.
Inside ARMH, STHH and ASMH: Three Semiconductor ADRhedged™ ETFs, and What the Currency Hedge Actually Added
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Is This the Good Time to Increase Your Holdings in SAP SE (SAP)?
Investment management company Vulcan Value Partners recently released its second-quarter 2026 investor letter. A copy of the letter can be downloaded here.
An Analysis of SAP SE (SAP) in the AI Transition Era
Ironvine Capital Partners, an investment management company, released its Q2 2026 investor letter. A copy of the letter can be downloaded here.
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.
10 AI Stocks on Wall Street’s Radar: Datadog, Microsoft, and More
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