SAP SE (SAP): A Bull Case Theory
We came across a bullish thesis on SAP SE on Compounding Your Wealth’s Substack by Sergey. In this article, we will summarize the bulls’ thesis on SAP.
Sap Se (SAP)
Market is closed
Sector: Technology
Hedge Fund Popularity
Hedge Fund Holdings
Filing Period: Filing is Ongoing
Last updated on based on SEC 13F filings Last update:
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Bailard Inc Thomas Bailard | 13,495 | $3,278,070 | -16% | 0.07% |
| 2. | Navellier & Associates Louis Navellier | 11,270 | $2,737,596 | -3% | 0.31% |
| 3. | Bayforest Capital Theodoros Tsagaris | 319 | $77,488 | -27% | 0.06% |
Institutional Investors' Holdings
Filing Period: Filing is Ongoing
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 371,491 | $90,239,213 | 0.05% | |
| 2. | 324,348 | $78,787,372 | 0.01% | |
| 3. | 209,722 | $50,943,571 | 0.02% | |
| 4. | 152,356 | $37,008,753 | 0.02% | |
| 5. | 134,491 | $32,669,124 | 0.61% |
News See All
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What Makes SAP SE (SAP) an Attractive Investment?
Sustainable Growth Advisers (SGA), an investment management company, released its third-quarter investor letter for its “Global Growth Strategy.” A copy of the letter can be downloaded here.
What Makes SAP (SAP) an Investment Bet?
Aoris Investment Management, a specialist international equity manager, released its “Aoris International Fund” Q3 2025 investor letter. A copy of the letter can be downloaded here.
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