SAP position history
The shares of SAP that POLEN CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 792,271 shares, $107M, 0.20% of portfolio
- 2021 Q4: 809,865 shares, $113M, 0.19% of portfolio, Add +2.2%
- 2022 Q1: 930,669 shares, $103M, 0.20% of portfolio, Add +14.9%
- 2022 Q2: 822,456 shares, $75M, 0.20% of portfolio, Reduce −11.6%
- 2022 Q3: 1,438,757 shares, $117M, 0.33% of portfolio, Add +74.9%
- 2022 Q4: 1,336,698 shares, $138M, 0.40% of portfolio, Reduce −7.1%
- 2023 Q1: 1,316,552 shares, $167M, 0.44% of portfolio, Reduce −1.5%
- 2023 Q2: 1,267,259 shares, $173M, 0.43% of portfolio, Reduce −3.7%
- 2023 Q3: 1,262,674 shares, $163M, 0.43% of portfolio, Reduce −0.4%
- 2023 Q4: 3,728,082 shares, $576M, 1.4% of portfolio, Add +195.3%
- 2024 Q1: 1,274,726 shares, $249M, 0.57% of portfolio, Reduce −65.8%
- 2024 Q2: 1,254,529 shares, $253M, 0.63% of portfolio, Reduce −1.6%
- 2024 Q3: 2,128,830 shares, $488M, 1.3% of portfolio, Add +69.7%
- 2024 Q4: 999,944 shares, $246M, 0.67% of portfolio, Reduce −53.0%
- 2025 Q1: 542,699 shares, $146M, 0.46% of portfolio, Reduce −45.7%
- 2025 Q2: 486,471 shares, $148M, 0.45% of portfolio, Reduce −10.4%
- 2025 Q3: 344,952 shares, $92M, 0.30% of portfolio, Reduce −29.1%
- 2025 Q4: 233,332 shares, $57M, 0.24% of portfolio, Reduce −32.4%
- 2026 Q1: 66,674 shares, $11M, 0.08% of portfolio, Reduce −71.4%
- 2026 Q2: 28,773 shares, $4.4M, 0.04% of portfolio, Reduce −56.8%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
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