Letters by company

Sap Se

1 letter discussing SAP. Everything written about it on this site is on its ticker page.

Sequoia Fund Q2 2026 Sequoia Fund Letter Sequoia Fund added to Bio-Techne, SAP and ICON Plc, funded by trims to Sunbelt Rentals and Elevance Health and exits from Amentum Holdings, Liberty Broadband and Credit Acceptance. The fund is pursuing a shareholder-approved conversion from a mutual fund to an actively managed ETF, targeted for mid-October. second quarter of 2026 +11.7% AMTM $4.9BELV $86BICLR $14BLBRDA $5.2B