May Hill Capital, LLC

Position in SAP — Sap SE

CIK 2056340 COHASSET, MA

Position in SAP

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$411,473

-$585,654 QoQ

Shares Held

2,670

-54.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#456

of 812 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

May Hill Capital, LLC holds $1,622,494 across 6 Software - Application names. SAP ranks #1 (25.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE This page	2,670	$411,473
2	SHOP	Shopify Inc.	2,475	$282,595
3	CRM	Salesforce, Inc.	1,661	$260,212
4	ADP	Automatic Data Processing Inc	1,051	$235,371
5	NOW	ServiceNow, Inc.	2,276	$225,961
6	UBER	Uber Technologies, Inc	2,867	$206,882

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$411,473	2,670	-54.2%	Shares	Sole	2026-08-07
2026-03-31	$997,127	5,824	+73.5%	Shares	Sole	2026-05-06
2025-12-31	$815,448	3,357	-1.4%	Shares	Sole	2026-05-07
2025-09-30	$909,315	3,403	-6.0%	Shares	Sole	2025-11-07
2025-06-30	$1,101,450	3,622	+67.5%	Shares	Sole	2025-08-01
2025-03-31	$580,367	2,162	+41.3%	Shares	Sole	2025-04-30
2024-12-31	$376,701	1,530	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.