Kodai Capital Management LP: SAP position timeline

Kodai Capital Management LP held 49,252 SAP shares at 2025-03-31 per its 13F-HR filed 2025-05-15.

the latest 13F is the newest step

1. period ended2025-03-31

   13F 49,252 shares

   Change vs previous 13F +5,765 shares

   0.52% of the 13F portfolio, value $13,221,207.

   13F-HR 0001999612-25-000004 filed by Kodai Capital Management LP
   Filed 2025-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

   Acceptance time not in the bulk data set (spec §4.2).

2. period ended2024-12-31

   13F 43,487 shares

   Change vs previous 13F -53,108 shares

   0.44% of the 13F portfolio, value $10,706,934.

   13F-HR 0001999612-25-000003 filed by Kodai Capital Management LP
   Filed 2025-02-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

   Acceptance time not in the bulk data set (spec §4.2).

3. period ended2024-09-30

   13F 96,595 shares

   Change vs previous 13F -49,623 shares

   0.46% of the 13F portfolio, value $22,129,915.

   13F-HR 0001172661-24-005143 filed by Kodai Capital Management LP
   Filed 2024-11-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

   Acceptance time not in the bulk data set (spec §4.2).

4. period ended2024-06-30

   13F 146,218 shares

   Change vs previous 13F +81,094 shares

   0.56% of the 13F portfolio, value $29,493,633.

   13F-HR 0001172661-24-003523 filed by Kodai Capital Management LP
   Filed 2024-08-14 (acceptance time not in the bulk data set), ingested 2026-10-07 18:27:57 UTC

   Acceptance time not in the bulk data set (spec §4.2).

5. period ended2024-03-31

   13F 65,124 shares

   Change vs previous 13F not available

   0.3% of the 13F portfolio, value $12,701,134.

   13F-HR 0001172661-24-002386 filed by Kodai Capital Management LP
   Filed 2024-05-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:28:46 UTC

   Acceptance time not in the bulk data set (spec §4.2).