Night Owl Capital Management, LLC
Holdings in SAP
Position Over Time
| Report Date | Value (USD) | Shares | Type | Discretion | Filed |
|---|---|---|---|---|---|
| 2025-12-31 | $60,132,856 | 247,552 | Shares | Sole | 2026-02-13 |
| 2025-09-30 | $65,481,948 | 245,058 | Shares | Sole | 2025-11-14 |
| 2025-06-30 | $73,888,089 | 242,973 | Shares | Sole | 2025-08-14 |
| 2025-03-31 | $63,311,037 | 235,848 | Shares | Sole | 2025-05-15 |
| 2024-12-31 | $56,054,630 | 227,670 | Shares | Sole | 2025-02-14 |
| 2024-09-30 | $50,636,369 | 221,023 | Shares | Sole | 2024-11-14 |
| 2024-06-30 | $43,274,258 | 214,537 | Shares | Sole | 2024-08-14 |
| 2024-03-31 | $42,301,811 | 216,899 | Shares | Sole | 2024-05-15 |
| 2023-12-31 | $32,538,721 | 210,484 | Shares | Sole | 2024-06-14 |
| 2023-09-30 | $27,219,790 | 210,484 | Shares | Sole | 2024-06-14 |
| 2023-06-30 | $17,326,576 | 126,647 | Shares | Sole | 2024-06-14 |