Position in SAP
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$815,241
+$327,478 QoQ
Shares Held
5,290
+163.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#348
of 810 holders
Holding Since
Dec 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in SAP Over Time
Shares Held
Position Value (USD)
Derivatives in SAP
reported options exposure · as of Dec 31, 2024CallValue
$89,251,125
CallShares
362,500
PutValue
$126,133,383
PutShares
512,300
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026SIH Partners, LLLP holds $25,743,657 across 11 Software - Application names. SAP ranks #7 (3.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | LIF |
Life360, Inc.
|
140,639 | $7,785,775 | |
| 2 | INTU |
Intuit Inc.
|
19,078 | $4,979,358 | |
| 3 | NOW |
ServiceNow, Inc.
|
36,226 | $3,596,517 | |
| 4 | MSTR |
Strategy Inc
|
36,599 | $3,181,551 | |
| 5 | MNDY |
monday.com Ltd.
|
29,520 | $2,136,952 | |
| 6 | HUBS |
Hubspot Inc
|
8,274 | $1,510,087 | |
| 7 | SAP |
Sap SE
This page
|
5,290 | $815,241 | |
| 8 | CRM |
Salesforce, Inc.
|
4,765 | $746,484 |
All Filings in SAP
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $815,241 | 5,290 | Shares | Other | 2026-08-14 | |
| 2025-12-31 | $487,763 | 2,008 | Shares | Other | 2026-02-17 | |
| 2024-12-31 | $126,133,383 | 512,300 | Put | Other | 2025-02-14 | |
| 2024-12-31 | $89,251,125 | 362,500 | Call | Other | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||