SAP position history
The shares of SAP that CAUSEWAY CAPITAL MANAGEMENT LLC reported in each quarter’s 13F.
Shares held by quarter
New Add Reduce Exit
- 2021 Q3: 236,993 shares, $32M, 0.72% of portfolio
- 2021 Q4: 244,119 shares, $34M, 0.75% of portfolio, Add +3.0%
- 2022 Q1: 273,117 shares, $30M, 0.72% of portfolio, Add +11.9%
- 2022 Q2: 294,130 shares, $267M, 6.7% of portfolio, Add +7.7%
- 2022 Q3: 280,112 shares, $23M, 0.64% of portfolio, Reduce −4.8%
- 2022 Q4: 269,757 shares, $28M, 0.81% of portfolio, Reduce −3.7%
- 2023 Q1: 282,974 shares, $36M, 0.86% of portfolio, Add +4.9%
- 2023 Q2: 241,809 shares, $33M, 0.87% of portfolio, Reduce −14.5%
- 2023 Q3: 290,321 shares, $38M, 0.99% of portfolio, Add +20.1%
- 2023 Q4: 219,972 shares, $34M, 0.87% of portfolio, Reduce −24.2%
- 2024 Q1: 201,557 shares, $39M, 1.0% of portfolio, Reduce −8.4%
- 2024 Q2: 207,727 shares, $42M, 1.1% of portfolio, Add +3.1%
- 2024 Q3: 179,048 shares, $41M, 1.0% of portfolio, Reduce −13.8%
- 2024 Q4: 177,860 shares, $44M, 1.00% of portfolio, Reduce −0.7%
- 2025 Q1: 155,139 shares, $42M, 0.87% of portfolio, Reduce −12.8%
- 2025 Q2: 115,049 shares, $35M, 0.55% of portfolio, Reduce −25.8%
- 2025 Q3: 193,748 shares, $52M, 0.68% of portfolio, Add +68.4%
- 2025 Q4: 250,748 shares, $61M, 0.84% of portfolio, Add +29.4%
- 2026 Q1: 456,005 shares, $78M, 0.96% of portfolio, Add +81.9%
- 2026 Q2: 629,801 shares, $97M, 1.1% of portfolio, Add +38.1%
| Holdings date | Value | % of holdings | Shares | Filing date | All 13F holders |
|---|