SAP GR Archives

Letters With This Ticker

Quarter	Letter Date	Fund Name	QTD	YTD	Tickers	Keywords/Themes	Theme Commentary	Pitches	Letter
2025 Q2	Jul 17, 2025	Polen Capital – International Growth	6.9%	6.9%	8035 JP, AON, BNZL LN, EVO SS, EXPN LN, GLOB, IBN, ICLR, INPST NA, MELI, MMYT, NVO, SAP GR, SE, TME	Compounding, earnings, International Growth, Quality, valuation	The letter emphasizes international growth opportunities in businesses with strong competitive positions and long-duration earnings power. Management argues that non-U.S. markets offer attractive relative valuations without sacrificing quality or growth. The focus remains on compounding intrinsic value over full market cycles.	IBN ICLR GLOB AON SAP GR 8035 JP MELI	View

Pitches With This Ticker

Date	Pitch Type	Author	Company	Industry	Sub Industry	Bull / Bear	Stock Exchange	Keywords	Action
Feb 21, 2026	Fund Letters	Ravenel B. Curry III	SAP SE	Information Technology	Application Software	Bull	Xetra	AI, cloud, ERP, Subscriptions, switching costs	View Pitch
Jan 27, 2026	Fund Letters	Stephen Arnold	SAP SE	Information Technology	Application Software	Bull	Xetra	AI, cloud, Enterprise software, ERP, migration	View Pitch
Jan 8, 2026	Fund Letters	Todd Morris	SAP SE	Information Technology	Application Software	Bull	Xetra	Cloud_Software, Digital_Transformation, ERP, Subscription_Revenue	View Pitch
Nov 29, 2025	Fund Letters	Todd Morris	SAP SE	Information Technology	Application Software	Bull	Bolsas y Mercados Españoles (Madrid)	backlog, cloud, enterprise, growth, Margins, resilience, Software	View Pitch

BSD Shareholders of SAP-GR

This report provides a detailed summary of investor holdings for a specified stock ticker, highlighting key metrics such as fund name, total assets under management (AUM), invested value, portfolio weight, and shares owned. It also tracks changes in share ownership during the last quarter, including the percentage of shares bought or sold and the percentage of outstanding shares owned. The data is generated using an API that processes investor holdings and calculates these values for each fund. This report helps investors and analysts monitor the stock positions of major funds, identify investment trends, and assess the influence of large investors on individual stocks.

Filing Date: September 30, 2025

SAP-GR

SAP-GR

Letters With This Ticker

Pitches With This Ticker

BSD Shareholders of SAP-GR

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