1 tracked superinvestor hold SAP SE (SAP), worth $70M combined, led by Ruane, Cunniff. Smart money is accumulating SAP as of the latest 13F filings.
Current price
$215.11
Superinvestors holding
1
tracked 13F / N-PORT funds
Combined value
$70M
disclosed long exposure
Tier-1 conviction
0
concentrated holders
Net this quarter
+1
1 buying · 0 selling
Smart money is net accumulating SAP: 1 funds added or opened versus 0 trimming.
SAP SE (SAP) appears mainly in diversified and quant books here (1 funds, $70M combined) rather than in concentrated conviction portfolios — read the holders below with that in mind.
The largest position belongs to Ruane, Cunniff at 2% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
No tracked fund opened a new position this quarter; 1 added and 0 trimmed, a net add.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| Added | 2% | $70M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own SAP?
1 tracked funds hold SAP SE (SAP), the largest being Ruane, Cunniff (Sequoia Fund) at 2% of its 13F portfolio. 0 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling SAP?
In the most recent 13F quarter, 1 tracked fund added or opened SAP and 0 trimmed it.
How much SAP do tracked funds hold?
Combined disclosed long exposure to SAP across tracked superinvestors is $70M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.