Ownership history in WINDACRE PARTNERSHIP LLC · 21 quarters on record
This page tracks every 13F SEC filing in which WINDACRE PARTNERSHIP LLC reported a position in SAP SE (SAP). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 2,451,125 | +93,900 | +4.0% | 6.39% | $595.4M | $242.91 |
| 2025 Q3 | ADDED | 2,357,225 | +1,336,325 | +130.9% | 7.88% | $629.9M | $267.21 |
| 2025 Q2 | UNCHANGED | 1,020,900 | — | 0% | 4.25% | $310.5M | $304.10 |
| 2025 Q1 | REDUCED | 1,020,900 | -182,600 | -15.2% | 4.11% | $274.1M | $266.03 |
| 2024 Q4 | REDUCED | 1,203,500 | -195,700 | -14.0% | 4.35% | $296.3M | $244.00 |
| 2024 Q3 | REDUCED | 1,399,200 | -318,000 | -18.5% | 4.26% | $320.6M | $227.05 |
| 2024 Q2 | REDUCED | 1,717,200 | -146,800 | -7.9% | 4.56% | $346.4M | $199.90 |
| 2024 Q1 | REDUCED | 1,864,000 | -147,400 | -7.3% | 5.00% | $363.5M | $190.89 |
| 2023 Q4 | REDUCED | 2,011,400 | -217,700 | -9.8% | 4.72% | $310.9M | $151.31 |
| 2023 Q3 | ADDED | 2,229,100 | +366,400 | +19.7% | 5.25% | $288.3M | $126.57 |
As of 2025 Q4 — sorted by position size