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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.
German enterprise software maker SAP was the largest addition. After selling out...
— Elisa Mazen, Michael Feldman, Michael Testorf, Pawel Wroblewski
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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 ($SAP), which constitutes 3.0% of the portfolio, is a global enterprise software leader providing mission-critical enterprise resource planning (ERP), supply chain, and data management solutions. The manager holds...
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...