Christopher Davis - Davis Selected Advisers
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    112
Portfolio value:    $21,781,443,023
Holdings Activity Buys Sells    History
Holding/activity history for  SAP SE (SAP)
← All SAP superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 317,422 0.25 Add 463.33% 0.21 $163.77–255.90 · VW $197.97i $54,346,905 SEC
2025   Q4 56,347 0.06 Add 20.43% 0.01 $233.51–281.37 · VW $253.87i $13,688,124 SEC
2025   Q3 46,787 0.07 Add 0.04% $248.32–313.28 · VW $277.31i $12,501,954 SEC
2025   Q2 46,769 0.08 Reduce 38.56% 0.05 $234.52–311.40 · VW $287.25i $14,222,453 SEC
2025   Q1 76,126 0.12 Reduce 21.91% 0.03 $240.69–293.70 · VW $271.30i $20,435,263 SEC
2024   Q4 97,487 0.14 Reduce 1.88% <0.01 $217.52–256.13 · VW $237.74i $24,002,274 SEC
2024   Q3 99,355 0.13 Add 0.55% <0.01 $194.93–231.13 · VW $213.82i $22,762,231 SEC
2024   Q2 98,807 0.12 Reduce 15.59% 0.02 $175.08–204.33 · VW $188.56i $19,930,360 SEC
2024   Q1 117,052 0.13 Reduce 16.01% 0.02 $148.38–199.29 · VW $179.14i $22,828,651 SEC
2023   Q4 139,367 0.12 Reduce 1.10% <0.01 $127.30–160.35 · VW $144.03i $21,544,955 SEC
2023   Q3 140,912 0.11 Add 0.01% $126.75–145.10 · VW $136.20i $18,222,772 SEC
2023   Q2 140,899 0.12 Reduce 0.83% <0.01 $125.57–139.25 · VW $133.15i $19,276,342 SEC
2023   Q1 142,080 0.12 Reduce 0.53% <0.01 $103.28–126.77 · VW $117.23i $17,980,220 SEC
2022   Q4 142,835 0.10 Add 27.41% 0.02 $80.50–112.82 · VW $100.00i $14,739,144 SEC
2022   Q3 112,108 0.06 Reduce 0.69% <0.01 $78.22–96.82 · VW $87.11i $9,109,000 SEC
2022   Q2 112,892 0.07 Reduce 0.32% <0.01 $88.96–112.59 · VW $98.80i $10,242,000 SEC
2022   Q1 113,252 0.06 Reduce 2.11% <0.01 $104.14–141.69 · VW $117.88i $12,566,000 SEC
2021   Q4 115,688 0.08 Reduce 7.30% <0.01 $127.72–149.92 · VW $138.13i $16,209,000 SEC
2021   Q3 124,796 0.08 Reduce 0.34% <0.01 $134.95–151.48 · VW $143.75i $16,852,000 SEC
2021   Q2 125,225 0.08 Add 0.79% <0.01 $124.95–146.29 · VW $138.59i $17,589,000 SEC
2021   Q1 124,240 0.07 Reduce 0.16% <0.01 $120.08–134.98 · VW $126.24i $15,255,000 SEC
2020   Q4 124,436 0.08 Add 10.07% <0.01 $104.64–159.46 · VW $121.65i $16,225,000 SEC
2020   Q3 113,048 0.11 Reduce 4.51% <0.01 $138.40–169.30 · VW $157.87i $17,614,000 SEC
2020   Q2 118,390 0.10 Reduce 2.74% <0.01 $103.22–143.05 · VW $124.59i $16,575,000 SEC
2020   Q1 121,728 0.10 Reduce 6.10% <0.01 $90.90–140.67 · VW $120.97i $13,451,000 SEC
2019   Q4 129,640 0.09 Reduce 4.34% <0.01 $112.80–139.48 · VW $130.72i $17,370,000 SEC
2019   Q3 135,527 0.09 Reduce 3.28% <0.01 $116.25–140.62 · VW $123.50i $15,975,000 SEC
2019   Q2 140,125 0.10 Reduce 3.45% <0.01 $110.28–137.49 · VW $126.90i $19,169,000 SEC
2019   Q1 145,137 0.09 Add 2.38% <0.01 $95.45–116.15 · VW $106.54i $16,758,000 SEC
2018   Q4 141,765 0.08 Reduce 0.80% <0.01 $94.81–123.75 · VW $106.04i $14,104,000 SEC
2018   Q3 142,914 0.08 Reduce 2.47% <0.01 $112.12–127.16 · VW $118.96i $17,578,000 SEC
2018   Q2 146,528 0.07 Add 0.10% <0.01 $102.33–121.95 · VW $112.68i $16,947,000 SEC
2018   Q1 146,384 0.07 Add 2.49% <0.01 $99.20–116.50 · VW $108.45i $15,394,000 SEC
2017   Q4 142,826 0.07 Add 0.68% <0.01 $109.84–116.90 · VW $113.21i $16,048,000 SEC
2017   Q3 141,865 0.07 Add 0.34% <0.01 $101.71–110.67 · VW $106.05i $15,537,000 SEC
2017   Q2 141,379 0.07 Add 3.22% <0.01 $96.04–108.72 · VW $103.35i $14,798,000 SEC
2017   Q1 136,970 0.06 Add 0.90% <0.01 $85.49–98.79 · VW $93.09i $13,446,000 SEC
2016   Q4 135,753 0.05 Add 4.11% <0.01 $80.93–91.45 · VW $85.85i $11,733,000 SEC
2016   Q3 130,389 0.05 Add 4.24% <0.01 $73.33–92.76 · VW $86.29i $11,919,000 SEC
2016   Q2 125,091 0.04 Add 7.21% <0.01 $71.39–82.19 · VW $78.09i $9,384,000 SEC
2016   Q1 116,679 0.04 Add 1.62% <0.01 $72.66–81.24 · VW $77.90i $9,383,000 SEC
2015   Q4 114,823 0.04 Add 0.20% <0.01 $63.43–81.21 · VW $76.94i $9,082,000 SEC
2015   Q3 114,590 0.03 Reduce 2.45% <0.01 $62.57–75.08 · VW $68.22i $7,424,000 SEC
2015   Q2 117,473 0.03 Reduce 25.11% 0.01 $69.65–77.36 · VW $73.86i $8,250,000 SEC
2015   Q1 156,860 0.04 Reduce 1.70% <0.01 $62.82–74.16 · VW $68.59i $11,321,000 SEC
2014   Q4 159,576 0.04 Reduce 2.22% <0.01 $64.10–71.89 · VW $68.66i $11,114,000 SEC
2014   Q3 163,193 0.04 Add 0.52% <0.01 $71.66–82.70 · VW $77.03i $11,777,000 SEC
2014   Q2 162,343 0.04 Add 6.83% <0.01 $74.12–81.83 · VW $78.27i $12,500,000 SEC
2014   Q1 151,967 0.04 Add 4.76% <0.01 $74.59–85.62 · VW $79.09i $12,356,000 SEC
2013   Q4 145,067 0.03 Add 1.96% <0.01 $70.20–87.42 · VW $79.69i $12,641,000 SEC
2013   Q3 142,279 0.03 Add 14.98% <0.01 $69.71–77.46 · VW $73.53i $10,517,000 SEC
2013   Q2 123,742 0.02 Add 31.32% <0.01 $71.07–83.35 · VW $76.39i $9,012,000 SEC
2013   Q1 94,230 0.02 Reduce 15.93% <0.01 $76.74–84.66 · VW $80.41i $7,589,000 SEC
2012   Q4 112,087 0.02 Reduce 10.57% <0.01 $68.25–81.56 · VW $74.96i $9,010,000 SEC
2012   Q3 125,334 0.02 Reduce 6.61% <0.01 $54.78–73.86 · VW $63.90i $8,940,000 SEC
2012   Q2 134,211 0.02 Reduce 6.80% <0.01 $54.83–71.28 · VW $62.70i $7,967,000 SEC
2012   Q1 144,006 0.02 Reduce 10.99% <0.01 $52.78–72.52 · VW $63.72i $10,054,000 SEC
2011   Q4 161,795 0.02 Reduce 45.26% 0.02 $47.86–63.43 · VW $57.15i $8,567,000 SEC
2011   Q3 295,588 0.04 Reduce 2.40% <0.01 $47.39–64.83 · VW $55.53i $14,963,000 SEC
2011   Q2 302,866 0.04 Reduce 14.92% <0.01 $57.94–68.39 · VW $62.13i $18,369,000 SEC
2011   Q1 355,959 0.04 Reduce 5.96% <0.01 $48.36–62.23 · VW $57.71i $21,842,000 SEC
2010   Q4 378,508 0.04 Reduce 18.87% <0.01 $46.70–54.66 · VW $50.52i $19,156,000 SEC
2010   Q3 466,568 0.04 Reduce 8.24% <0.01 $43.37–50.06 · VW $46.46i $23,006,000 SEC
2010   Q2 508,485 0.04 Reduce 0.58% $40.95–50.10 · VW $45.14i $22,526,000 SEC
2010   Q1 511,465 0.00 Reduce 0.73% <0.01 $42.00–51.25 · VW $46.26i $24,637,000 SEC
2009   Q4 515,248 0.06 Add 0.86% <0.01 $43.80–52.73 · VW $47.24i $24,119,000 SEC
2009   Q3 510,850 0.06 Add 1.20% <0.01 $37.78–51.76 · VW $46.95i $24,965,000 SEC
2009   Q2 504,799 0.05 Add 0.23% <0.01 $34.71–45.02 · VW $40.16i $20,288,000 SEC
2009   Q1 503,647 0.06 Reduce 3.27% <0.01 $31.13–39.04 · VW $34.88i $17,593,000 SEC
2008   Q4 520,653 0.05 Buy 0.05 $29.31–52.85 · VW $36.50i $18,736,000 SEC
2008   Q3 0 0.00 Sell 100.00% 0.01 $50.62–59.42 · VW $55.57i SEC
2008   Q2 148,000 0.01 $52.11 $7,712,000 SEC
2008   Q1 148,000 0.01 Reduce 19.13% <0.01 $43.00–52.08 · VW $48.24i $7,336,000 SEC
2007   Q4 183,000 0.01 $51.05 $9,342,000 SEC
2007   Q3 183,000 0.02 $58.67 $10,737,000 SEC
2007   Q2 183,000 0.01 $51.07 $9,346,000 SEC
2007   Q1 183,000 0.01 Add 77.67% <0.01 $44.17–55.96 · VW $47.76i $8,171,000 SEC
2006   Q4 103,000 <0.01 $53.10 $5,469,000 SEC
2006   Q3 103,000 <0.01 $49.50 $5,099,000 SEC
2006   Q2 103,000 0.01 $52.52 $5,410,000 SEC
2006   Q1 103,000 0.01 $54.32 $5,595,000 SEC
2005   Q4 103,000 <0.01 $45.07 $4,642,000 SEC
2005   Q3 103,000 <0.01 $43.33 $4,463,000 SEC
2005   Q2 103,000 <0.01 $43.30 $4,460,000 SEC
2005   Q1 103,000 0.00 $40.08 $4,128,000 SEC
2004   Q4 103,000 0.00 $44.21 $4,554,000 SEC
2004   Q3 103,000 <0.01 $38.95 $4,012,000 SEC
2004   Q2 103,000 <0.01 $41.81 $4,306,000 SEC
2003   Q4 103,000 <0.01 Reduce 45.30% <0.01 $30.49–41.91 · VW $37.36i $4,281,000 SEC
2003   Q3 188,300 0.01 Add 1.35% <0.01 $27.26–34.80 · VW $30.33i $5,726,000 SEC
2003   Q2 185,800 <0.01 Add 80.39% <0.01 $18.99–33.64 · VW $26.78i $5,429,000 SEC
2003   Q1 103,000 0.01 Reduce 69.25% <0.01 $18.30–25.15 · VW $21.36i $4,049,000 SEC
2002   Q4 335,000 <0.01 Add 223.62% <0.01 $9.93–22.98 · VW $18.79i $6,533,000 SEC
2002   Q3 103,517 3.95 Reduce 0.20% $10.76–24.25 · VW $17.31i $4,846,916,000 SEC
2002   Q2 103,727 0.00 Add 0.71% $21.25–38.62 · VW $28.89i $4,848,260,000 SEC
2002   Q1 103,000 <0.01 $37.20 $3,832,000 SEC
2001   Q4 103,000 <0.01 Buy <0.01 $24.34–35.35 · VW $29.20i $3,289,000 SEC
2001   Q3 0 0.00 Sell 100.00% $21.31–38.84 · VW $32.01i SEC
2001   Q2 103,000 0.00 Reduce 2.11% <0.01 $23.57–40.99 · VW $35.44i $361,000 SEC
2001   Q1 105,220 <0.01 Add 1.62% <0.01 $27.63–49.10 · VW $37.63i $3,050,000 SEC
2000   Q4 103,539 0.00 Reduce 65.91% 0.02 $30.56–63.44 · VW $45.37i $4,849,227,000 SEC
2000   Q3 303,760 0.03 Reduce 5.72% <0.01 $45.31–68.88 · VW $57.66i $18,681,000 SEC
2000   Q2 322,180 0.05 Reduce 87.03% 0.13 $39.44–59.94 · VW $48.07i $15,122,000 SEC
2000   Q1 2,483,135 0.15 Reduce 6.65% 0.64 $43.25–85.94 · VW $64.75i $148,162,000 SEC
1999   Q4 2,660,064 9.64 Reduce 1.40% 0.15 $32.63–55.00 · VW $40.37i $4,977,543,000 SEC
1999   Q3 2,697,795 10.77 Add 10.00% 0.98 $29.38–39.31 · VW $34.68i $4,944,493,000 SEC
1999   Q2 2,452,500 0.64 Reduce 5.26% 1.06 $24.13–37.31 · VW $31.92i $84,918,000 SEC
1999   Q1 2,588,691 20.11 $4,551.20 $11,781,647,000 SEC
Price snapshot:
Current price$159.97
Avg. buy price$159.52
+/- since buy0.28%
52-week low$148.06
52-week high$304.44