CUSIP 803054204

SAP

latest 13F · 2026-Q1

Recent filings

Fund-manager holders (13F)

Last activity

Mar 31, 2026

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LetterQ1 2026 – Sequoia Fund Letter
Sequoia Fund
Sequoia Fund fell 11.04% in Q1 2026, underperforming the S&P 500, while trimming Meta, TSMC, and others to fund new positions.
“we added modestly to SAP and Universal Music Group”
Mar 31, 2026

Investor	Shares	Market value	% of portfolio	Quarter
Sequoia Fund	749,909	$128.4M	—	2026-Q1
Cliff Asness	102,239	$17.5M	—	2026-Q1
Jeremy Grantham	100,987	$17.3M	—	2026-Q1
Polen Capital

Institutional holding
Sequoia Fund
Opened position in SAP · 749.9k shares · $128.4M
Mar 31, 2026
Institutional holding
Jeremy Grantham
Opened position in SAP · 101.0k shares · $17.3M
Mar 31, 2026
Institutional holding
Cliff Asness
Added to SAP · +59.2k shares · +$7.0M
Mar 31, 2026
Institutional holding
Polen Capital
Opened position in SAP · 66.7k shares · $11.4M
Mar 31, 2026
Institutional holding
Jeremy Grantham
Opened position in SAP · 76.4k shares · $18.6M
Dec 31, 2025