Mar Vista U.S. Quality Strategy’s Views on SAP (SAP)?
Mar Vista Investment Partners, LLC, an investment management company, released its “Mar Vista U.S. Quality Strategy” third-quarter 2025 investor letter.
No. | Hedge Fund | Shares | Value | Activity | % Port |
---|---|---|---|---|---|
1. | Fisher Asset Management Ken Fisher | 14,157,321 | $4,305,241,598 | +9% | 1.71% |
2. | Eagle Capital Management Boykin Curry | 3,007,780 | $914,665,894 | -9% | 3.01% |
3. | Windacre Partnership Snehal Amin | 1,020,900 | $310,455,690 | 4.25% | |
4. | Oribel Capital Management Mikal Patel | 285,500 | $86,820,550 | 2.22% | |
5. | 253,200 | $76,998,120 | 1.97% |
No. | Name | Shares | Value | % Port |
---|---|---|---|---|
1. | 118,541 | $31,675,341 | 0.03% | |
2. | 79,828 | $21,330,840 | 0.62% | |
3. | 21,803 | $5,826,033 | 3.81% | |
4. | 18,352 | $4,903,838 | 0.31% | |
5. | 15,453 | $4,129,196 | 0.04% |