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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.
Explore professional investment ideas sourced from institutional letters, short theses, and premium research channels, distilled into concise summaries.
| Pitch Type | Author | Industry | Pitch Thesis & Key Summary | Bull/Bear | Action | ||
|---|---|---|---|---|---|---|---|
| Sep 2, 2026 | Fund Letter | David G. Herro, Tony Coniaris, Eric Liu, M. Colin Hudson, John A. SitarzOakmark Global Select Fund | Application SoftwareSoftware | Oakmark Global Select Fund - SAP.DE SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning. The Germany-based company... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | The Ironvine Investment TeamIronvine Capital Partners | Application SoftwareSoftware | Ironvine Capital Partners - SAP Over the last five decades SAP has become the leading provider of ERP software for many of the world's largest, most supply chain-intensive companies. SAP counts 98... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Matthew BerryAoris International Fund | Application SoftwareSoftware | Aoris International Fund - SAP SAP is the world's leading enterprise resource planning (ERP) software company. Of the world's... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Vulcan Value Partners, LLCVulcan Value Partners - Focus | Application SoftwareSoftware | Vulcan Value Partners Focus - SAP SAP is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Vulcan Value Partners LLCVulcan Value Partners Focus Plus | Application SoftwareSoftware | Vulcan Value Partners Focus Plus - SAP SAP is the global leader in enterprise resource planning (ERP) software, which serves as the operating system for many of the world's largest companies. SAP's ERP solutions... | NEUTRAL | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Jeffrey GermainBrandes International Equity Fund | Application SoftwareSoftware | Brandes International Equity Fund - SAP.DE In addition, businesses perceived to face disruption from AI, particularly software and IT services companies, generally underperformed. The Fund's holdings... | BEAR | View Pitch → | |
| Sep 2, 2026 | Fund Letter | Application SoftwareSoftware | Harris Associates International Equity Strategy - SAP.DE SAP was a detractor during the quarter, with the stock declining despite strong results ahead of expectations. The Germany-headquartered enterprise... | NEUTRAL | View Pitch → | ||
| Sep 2, 2026 | Fund Letter | Western & Southern Financial Group / Touchstone InvestmentsTouchstone Balanced Fund | Application SoftwareSoftware | Touchstone Balanced Fund - SAP Equity changes included exiting SS&C Technologies Holdings, Inc. (Industrials sector) and Goldman Sachs Group, Inc. (Financials sector) while initiating positions in QXO, Inc. (Industrials sector), SAP SE (IT sector), Blackstone, Inc. (Financials sector), and Cencora, Inc. (Health Care sector). | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Tony ConiarisHarris Associates Concentrated Strategy | Application SoftwareSoftware | Long SAP.DE (SAP) SAP is one of the largest enterprise software providers in the world and a global leader in enterprise resource planning. | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Emerald Wealth Partners Growth Equity Strategy | Application SoftwareSoftware | Long SAP (SAP SE) 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... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Trevor Graham and Jay WilloughbyTIFF | Application SoftwareSoftware | Long SAP (SAP SE) SAP is one of the leading global providers of enterprise resource planning (ERP) software and is also working to incorporate AI into its own offerings. The company's fundamentals... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Brian McMahonThornburg Global Opportunities Fund | Application SoftwareSoftware | Thornburg Global Opportunities Fund - SAP SAP SE is the twenty-second largest holding. Germany-based global software... | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Investment CommitteeTweedy, Browne International Value II | Application SoftwareSoftware | Long SAP (SAP SE) SAP is a global leading enterprise software company headquartered in Germany. We estimate that... | BULL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | Stephen Dodson and Raphael de BalmannBretton Fund | Application SoftwareSoftware | Bretton Fund - SAP Silicon Valley lore begins in 1957 when the Traitorous Eight left Shockley Semiconductor to found Fairchild and the modern chip and venture capital ecosystems. | NEUTRAL | View Pitch → | |
| Aug 21, 2026 | Fund Letter | VVP Q2 Letter 06.30.26 | Application SoftwareSoftware | Long SAP (SAP SE) SAP continues to demonstrate the high switching costs and immense stickiness of its enterprise ERP software solutions. Strong double-digit cloud... | BULL | View Pitch → | |
| Aug 4, 2026 | Fund Letter | Stephen Dodson and Raphael de BalmannBretton Fund | Application SoftwareSoftware | Bretton Fund – SAP Silicon Valley lore begins in 1957 when the Traitorous Eight left Shockley Semiconductor to found Fairchild and the modern chip and venture capital ecosystems. SAP b... | BULL | View Pitch → | |
| Aug 2, 2026 | Substack | rijnberkinvestinsightsSubstack (rijnberkinvestinsights) | Application SoftwareSoftware | SAP SE – The AI Threat is Real, But MisunderstoodSAP SE – SAP.DE SAP SE has experienced a significant decline in its stock price due to market fears over AI disruption, despite delivering solid Q2 2026 results. The company reporte... | BULL | View Pitch → | |
| Jul 31, 2026 | Other | Polen Capital - International Growth | Application SoftwareSoftware | Polen Capital – International Growth – SAP By contrast, the largest relative detractors in the quarter were SK Hynix (not owned), MercadoLibre, and SAP. BSD Analysis: Polen... | NEUTRAL | View Pitch → | |
| Feb 20, 2026 | Fund Letter | Alan PullenMagellan Global Opportunities Fund No. 1 | Application SoftwareSoftware | Eagle Capital Management 2025 Q4 (SAP GR) SAP is the world's largest enterprise software application company, with its ERP systems serving as the backbone for much of the Fortune 500. The company is... | BULL | View Pitch → | |
| Jan 27, 2026 | Fund Letter | Alan PullenMagellan Global Opportunities Fund No. 1 | Application SoftwareSoftware | Aoris International Fund 2025 Q4 (SAP GR) SAP is the world's leading enterprise resource planning (ERP) software company. As customers transition... | BULL | View Pitch → | |
| Jan 8, 2026 | Fund Letter | Arman Gökgöl-Kline, John Harris, Trevor MagyarSequoia Fund | Application SoftwareSoftware | Polen Capital - International Growth 2025 Q2 (SAP GR) SAP was a strong contributor as the market continued to reward the company's successful transition from on-premise licenses to cloud-based subscriptions. Cloud revenue and... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Silas Myers, Brian MasseyMar Vista US Quality | -- | Mar Vista US Quality 2025 Q3 (SAP) SAP's (SAP) shares came under pressure during the quarter amid investor concerns that autonomous AI agents could disrupt incumbent software-as-a-service providers, alongside broader worries about IT budgets and U.S. public sector spending trends. Despite these headwinds,... | BULL | View Pitch → | |
| Nov 28, 2025 | Fund Letter | Matthew BerryAoris International Fund | Application SoftwareSoftware | Long SAP.DE (SAP) SAP is the world's leading ERP software company, with 99 of the world's 100 largest firms using its systems. As clients transition... | BULL | View Pitch → |
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Investment pitches and theses displayed on Buyside Digest are summaries of opinions expressed in publicly available investor letters, research reports, or other commentary. These summaries are generated for informational and research purposes only and do not constitute investment recommendations, financial advice, or an endorsement of any particular security or strategy by Buyside Digest. Users should conduct their own independent due diligence and consult with professional advisors before making any investment decisions.