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Equity Research Database
Institutional Investment Pitches
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
Explore thousands of hedge fund pitches, high-conviction equity research memos, and portfolio manager commentary extracted from quarterly letters.
SAP was a contributor during the quarter. Shares of the...
— Tony Coniaris
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Other investors who've written on SAP SE
SAP SE is a market-leading enterprise resource planning software provider that develops mission-critical applications enabling corporations to manage end-to-end supply chains, human resources, financials, and operational workflows. The manager holds...
SAP SE is a premier European enterprise resource planning software provider that supplies mission-critical operational, accounting, and supply chain applications to corporations globally. ClearBridge re-established a...
SAP's mission-critical role in enterprise workflows allows it to successfully embed AI agents horizontally and vertically throughout its product portfolio. Furthermore, the company...
More institutional theses from Oakmark International Fund
DSV A/S ($DSV.CO), representing 2.8% of fund assets, is a global transport and logistics provider operating air, sea, road, and contract logistics networks. The manager maintains...
MercadoLibre, Inc. ($MELI), initiated at a 0.2% position weight, operates the dominant e-commerce marketplace, logistics infrastructure, and digital financial ecosystem across Latin America. The manager entered...
Brambles Limited ($BXB.AX), newly purchased at a 1.4% portfolio weight, operates the world's leading pallet and container pooling platform under the CHEP brand, leasing reusable standardized wooden pallets to fast-moving consumer goods supply chains. The manager established...