Robert Goldfarb - Ruane, Cunniff & Goldfarb
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    50
Portfolio value:    $6,028,259,104
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 749,909 2.13 Add 1532.83% 2.00 $163.77–255.90 · VW $197.97i $128,391,920 SEC
2025   Q4 45,927 0.17 Reduce 0.16% <0.01 $233.51–281.37 · VW $253.87i $11,156,128 SEC
2025   Q3 46,000 0.20 Buy 0.20 $248.32–313.28 · VW $277.31i $12,291,660 SEC
Price snapshot:
Current price$159.97
Avg. buy price$177.09
+/- since buy-9.67%
52-week low$148.06
52-week high$304.44