Chris Davis's SAP Position Overview
Chris Davis (via Davis Selected Advisers) currently holds 56,347 shares of SAP SE (SAP) worth $13.69 M, representing 0.06% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 51 quarters.
Based on 13F filings since 2013, Chris Davis has maintained a long-term strategic position in SAP, representing a significant commitment to this investment thesis. Largest addition occurred in Q4 2022, adding 30,727 shares. Largest reduction occurred in Q2 2015, reducing 39,387 shares.
Analysis based on 13F filings available since 2013 Q2
Chris Davis's SAP SE (SAP) Holding Value Over Time
Track share changes against reported price movement
Quarterly SAP SE (SAP) Trades by Chris Davis
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +9,560 | Add 20.43% | 56,347 | $242.93 |
| Q3 2025 | +18 | Add 0.04% | 46,787 | $267.21 |
| Q2 2025 | -29,357 | Reduce 38.56% | 46,769 | $304.10 |
| Q1 2025 | -21,361 | Reduce 21.91% | 76,126 | $268.44 |
| Q4 2024 | -1,868 | Reduce 1.88% | 97,487 | $246.21 |
| Q3 2024 | +548 | Add 0.55% | 99,355 | $229.10 |
| Q2 2024 | -18,245 | Reduce 15.59% | 98,807 | $201.71 |
| Q1 2024 | -22,315 | Reduce 16.01% | 117,052 | $195.03 |
| Q4 2023 | -1,545 | Reduce 1.10% | 139,367 | $154.59 |
| Q3 2023 | +13 | Add 0.01% | 140,912 | $129.32 |
| Q2 2023 | -1,181 | Reduce 0.83% | 140,899 | $136.81 |
| Q1 2023 | -755 | Reduce 0.53% | 142,080 | $126.55 |
| Q4 2022 | +30,727 | Add 27.41% | 142,835 | $103.19 |
| Q3 2022 | -784 | Reduce 0.69% | 112,108 | $81.25 |
| Q2 2022 | -360 | Reduce 0.32% | 112,892 | $90.72 |
| Q1 2022 | -2,436 | Reduce 2.11% | 113,252 | $110.96 |
| Q4 2021 | -9,108 | Reduce 7.30% | 115,688 | $140.11 |
| Q3 2021 | -429 | Reduce 0.34% | 124,796 | $135.04 |
| Q2 2021 | +985 | Add 0.79% | 125,225 | $140.46 |
| Q1 2021 | -196 | Reduce 0.16% | 124,240 | $122.79 |
| Q4 2020 | +11,388 | Add 10.07% | 124,436 | $130.39 |
| Q3 2020 | -5,342 | Reduce 4.51% | 113,048 | $155.81 |
| Q2 2020 | -3,338 | Reduce 2.74% | 118,390 | $140.00 |
| Q1 2020 | -7,912 | Reduce 6.10% | 121,728 | $110.50 |
| Q4 2019 | -5,887 | Reduce 4.34% | 129,640 | $133.99 |
| Q3 2019 | -4,598 | Reduce 3.28% | 135,527 | $117.87 |
| Q2 2019 | -5,012 | Reduce 3.45% | 140,125 | $136.80 |
| Q1 2019 | +3,372 | Add 2.38% | 145,137 | $115.46 |
| Q4 2018 | -1,149 | Reduce 0.80% | 141,765 | $99.49 |
| Q3 2018 | -3,614 | Reduce 2.47% | 142,914 | $123.00 |
| Q2 2018 | +144 | Add 0.10% | 146,528 | $115.66 |
| Q1 2018 | +3,558 | Add 2.49% | 146,384 | $105.16 |
| Q4 2017 | +961 | Add 0.68% | 142,826 | $112.36 |
| Q3 2017 | +486 | Add 0.34% | 141,865 | $109.52 |
| Q2 2017 | +4,409 | Add 3.22% | 141,379 | $104.67 |
| Q1 2017 | +1,217 | Add 0.90% | 136,970 | $98.17 |
| Q4 2016 | +5,364 | Add 4.11% | 135,753 | $86.43 |
| Q3 2016 | +5,298 | Add 4.24% | 130,389 | $91.41 |
| Q2 2016 | +8,412 | Add 7.21% | 125,091 | $75.02 |
| Q1 2016 | +1,856 | Add 1.62% | 116,679 | $80.42 |
| Q4 2015 | +233 | Add 0.20% | 114,823 | $79.10 |
| Q3 2015 | -2,883 | Reduce 2.45% | 114,590 | $64.79 |
| Q2 2015 | -39,387 | Reduce 25.11% | 117,473 | $70.23 |
| Q1 2015 | -2,716 | Reduce 1.70% | 156,860 | $72.17 |
| Q4 2014 | -3,617 | Reduce 2.22% | 159,576 | $69.65 |
| Q3 2014 | +850 | Add 0.52% | 163,193 | $72.17 |
| Q2 2014 | +10,376 | Add 6.83% | 162,343 | $77.00 |
| Q1 2014 | +6,900 | Add 4.76% | 151,967 | $81.31 |
| Q4 2013 | +2,788 | Add 1.96% | 145,067 | $87.14 |
| Q3 2013 | +18,537 | Add 14.98% | 142,279 | $73.92 |
| Q2 2013 | +123,742 | Add 0.00% | 123,742 | $72.83 |
Chris Davis's SAP SE Investment FAQs
Chris Davis first purchased SAP SE (SAP) in Q2 2013, acquiring 123,742 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Chris Davis has held SAP SE (SAP) for 51 quarters since Q2 2013.
Chris Davis's largest addition to SAP SE (SAP) was in Q2 2013, adding 123,742 shares worth $9.01 M.
According to the latest 13F filing for Q4 2025, Chris Davis's firm, Davis Selected Advisers, owns 56,347 shares of SAP SE (SAP), valued at approximately $13.69 M.
As of the Q4 2025 filing, SAP SE (SAP) represents approximately 0.06% of Chris Davis's publicly disclosed stock portfolio, making it one of their key holdings.
Chris Davis's peak holding in SAP SE (SAP) was 163,193 shares, as reported at the end of Q3 2014.