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SAP

Sector Information Technology

27 letters mention SAP, from 5 managers. Page 1 of 2.

• Q3 2026 Mayar Capital · Q3 2026 letter ↗ Abdulaziz Alnaim · mentioned once
• Q2 2026 Mayar Capital · Q2 2026 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2026 Mayar Capital · Q1 2026 letter ↗ Abdulaziz Alnaim · mentioned once
• H1 2025 Emeth Value Capital · H1 2025 letter ↗ Andrew Carreon · mentioned 8 times
• Q1 2025 Mayar Capital · Q1 2025 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q4 2024 Mayar Capital · Q4 2024 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• 2024 Fundsmith · Annual letter ↗ Terry Smith · mentioned once
• Q3 2024 Mayar Capital · Q3 2024 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2024 Mayar Capital · Q1 2024 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q4 2023 Mayar Capital · Q4 2023 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q3 2023 Mayar Capital · Q3 2023 letter ↗ Abdulaziz Alnaim · mentioned 26 times
• Q2 2023 Mayar Capital · Q2 2023 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q1 2023 Mayar Capital · Q1 2023 letter ↗ Abdulaziz Alnaim · mentioned 6 times
• Q4 2022 Mayar Capital · Q4 2022 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q3 2022 Mayar Capital · Q3 2022 letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q2 2022 Mayar Capital · Q2 2022 letter ↗ Abdulaziz Alnaim · mentioned once
• Q1 2022 Mayar Capital · Q1 2022 letter ↗ Abdulaziz Alnaim · mentioned 4 times
• Q4 2021 Mayar Capital · Annual letter ↗ Abdulaziz Alnaim · mentioned 3 times
• Q3 2021 Mayar Capital · Q3 2021 letter ↗ Abdulaziz Alnaim · mentioned 2 times
• Q2 2021 Mayar Capital · Q2 2021 letter ↗ Abdulaziz Alnaim · mentioned 2 times

Counts are how many times the name appears in the letter. A high count usually means the letter discusses the company; one mention can be a passing reference.