Davis Selected Advisers

Position in SAP — Sap SE

CIK 1036325 Tucson, AZ

Position in SAP

as of Mar 31, 2026 · filed May 7, 2026 Compact

Position Value

$54,345,820

+$40,658,571 QoQ

Shares Held

317,422

+463.3% QoQ

Ownership

0.027%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 98.31738190799629.ToString("F0")% Shared 0.ToString("F0")% None 1.682618092003705.ToString("F0")%

Technology · as of Mar 31, 2026

Davis Selected Advisers holds $351,612,021 across 4 Software - Application names. SAP ranks #2 (15.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	YMM	Full Truck Alliance Co. Ltd.	28,763,191	$238,734,485
2	SAP	Sap SE This page	317,422	$54,345,820
3	CHYM	Chime Financial, Inc.	2,539,206	$47,559,328
4	ADBE	Adobe Inc.	45,139	$10,972,388

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$54,345,820	317,422	+463.3%	Shares	Sole	2026-05-07
2025-12-31	$13,687,249	56,347	+20.4%	Shares	Sole	2026-02-02
2025-09-30	$12,501,954	46,787	+0.0%	Shares	Sole	2025-12-29
2025-06-30	$14,222,452	46,769	-38.6%	Shares	Sole	2025-08-08
2025-03-31	$20,435,263	76,126	-21.9%	Shares	Sole	2025-05-12
2024-12-31	$24,002,274	97,487	-1.9%	Shares	Sole	2025-02-07
2024-09-30	$22,762,230	99,355	+0.6%	Shares	Sole	2024-11-08
2024-06-30	$19,930,359	98,807	-15.6%	Shares	Sole	2024-08-07
2024-03-31	$22,828,651	117,052	-16.0%	Shares	Sole	2024-05-14
2023-12-31	$21,544,744	139,367	-1.1%	Shares	Sole	2024-02-12
2023-09-30	$18,222,739	140,912	+0.0%	Shares	Sole	2023-11-09
2023-06-30	$19,276,392	140,899	-0.8%	Shares	Sole	2023-08-09
2023-03-31	$17,980,224	142,080	-0.5%	Shares	Sole	2023-05-08
2022-12-31	$14,739,143	142,835	+27.4%	Shares	Sole	2023-02-10
2022-09-30	$9,108,775	112,108	-0.7%	Shares	Sole	2022-11-10
2022-06-30	$10,241,562	112,892	-0.3%	Shares	Sole	2022-08-11
2022-03-31	$12,566,441	113,252	-2.1%	Shares	Sole	2022-05-12
2021-12-31	$16,209,045	115,688	-7.3%	Shares	Sole	2022-02-11
2021-09-30	$16,852,451	124,796	-0.3%	Shares	Sole	2021-11-12
2021-06-30	$17,589,103	125,225	+0.8%	Shares	Sole	2021-08-13
2021-03-31	$15,255,429	124,240	-0.2%	Shares	Sole	2021-05-13
2020-12-31	$16,225,210	124,436	+10.1%	Shares	Sole	2021-02-12
2020-09-30	$17,614,008	113,048	-4.5%	Shares	Sole	2020-11-12
2020-06-30	$16,574,600	118,390	-2.7%	Shares	Sole	2020-08-12
2020-03-31	$13,450,944	121,728	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.