Filed: 2/13/2025ACC: 0001556245-25-000001
📋 What this filing means
SANDHILL CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 95 equity positions with a total reported market value of $1.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$1.28B
Total AUM (reported)
9.46M
Total Shares
Allocation by class
COM$1.28B100.0%
ADR$442.6K0.0%
Portfolio Concentration
Top 3$246.11M19.3%
4–10$375.43M29.4%
11–25$477.73M37.5%
Rest$176.32M13.8%
Top 3 weight
19.3%
Top 10 weight
48.7%
Voting Authority Distribution
Total shares with voting rights: 9.46M
Sole
Full voting authority
639.81K
shares
% of voting shares6.8%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.82M
shares
% of voting shares93.2%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 93.2% of voting shares
Institutional Holdings95
Rows:
SPDR BLOOMBERG 1-3 MO
SOLEShares1.05M
TypeSH
Market value$96.15M
7.54%
Sole
51.58K
Shared
0.00
None
1M
PALO ALTO NETWORKS INC
SOLEShares424.60K
TypeSH
Market value$77.26M
6.06%
Sole
34.79K
Shared
0.00
None
389.81K
SERVICENOW INC
SOLEShares68.58K
TypeSH
Market value$72.70M
5.70%
Sole
5.64K
Shared
0.00
None
62.93K
INTUITIVE SURGICAL INC
SOLEShares129.73K
TypeSH
Market value$67.72M
5.31%
Sole
10.85K
Shared
0.00
None
118.88K
CADENCE DESIGN SYSTEM
SOLEShares192.53K
TypeSH
Market value$57.85M
4.53%
Sole
16.17K
Shared
0.00
None
176.35K
TYLER TECHNOLOGIES INC
SOLEShares93.91K
TypeSH
Market value$54.15M
4.25%
Sole
7.86K
Shared
0.00
None
86.05K
U S BANCORP DE
SOLEShares1.08M
TypeSH
Market value$51.59M
4.04%
Sole
82.66K
Shared
0.00
None
995.92K
GE AEROSPACE
SOLEShares307.21K
TypeSH
Market value$51.24M
4.02%
Sole
26.10K
Shared
0.00
None
281.11K
HUBBELL INC
SOLEShares115.18K
TypeSH
Market value$48.25M
3.78%
Sole
9.93K
Shared
0.00
None
105.25K
SCHWAB CHARLES CORP
SOLEShares603.22K
TypeSH
Market value$44.64M
3.50%
Sole
49.91K
Shared
0.00
None
553.31K
UBER TECHNOLOGIES INC
SOLEShares717.21K
TypeSH
Market value$43.26M
3.39%
Sole
60.76K
Shared
0.00
None
656.45K
SPX TECHNOLOGIES INC
SOLEShares286K
TypeSH
Market value$41.62M
3.26%
Sole
23.77K
Shared
0.00
None
262.23K
S&P GLOBAL INC
SOLEShares83.09K
TypeSH
Market value$41.38M
3.24%
Sole
6.97K
Shared
0.00
None
76.12K
SITEONE LANDSCAPE SUPPLY
SOLEShares309.15K
TypeSH
Market value$40.74M
3.19%
Sole
26.02K
Shared
0.00
None
283.13K
AMPHENOL CORP CL A
SOLEShares581.80K
TypeSH
Market value$40.41M
3.17%
Sole
46.45K
Shared
0.00
None
535.35K
LINDE PLC
SOLEShares91.56K
TypeSH
Market value$38.33M
3.01%
Sole
7.05K
Shared
0.00
None
84.51K
AECOM
SOLEShares345.75K
TypeSH
Market value$36.93M
2.90%
Sole
29.76K
Shared
0.00
None
315.99K
LITTELFUSE INC
SOLEShares149.10K
TypeSH
Market value$35.14M
2.75%
Sole
12.57K
Shared
0.00
None
136.53K
ILLUMINA INC
SOLEShares262.93K
TypeSH
Market value$35.13M
2.75%
Sole
22.96K
Shared
0.00
None
239.97K
BOOKING HOLDINGS INC
SOLEShares6.22K
TypeSH
Market value$30.93M
2.42%
Sole
445.00
Shared
0.00
None
5.78K
BIO-TECHNE CORP
SOLEShares420.21K
TypeSH
Market value$30.27M
2.37%
Sole
34.47K
Shared
0.00
None
385.75K
DANAHER CORP
SOLEShares98.52K
TypeSH
Market value$22.62M
1.77%
Sole
8.44K
Shared
0.00
None
90.08K
ZOETIS INC CL A
SOLEShares93.25K
TypeSH
Market value$15.19M
1.19%
Sole
8.83K
Shared
0.00
None
84.42K
COSTAR GROUP INC
SOLEShares190.37K
TypeSH
Market value$13.63M
1.07%
Sole
17.68K
Shared
0.00
None
172.69K
APPLE INC
SOLEShares48.52K
TypeSH
Market value$12.15M
0.95%
Sole
69.00
Shared
0.00
None
48.45K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR BLOOMBERG 1-3 MOSOLE | COM | 1.05M | SH | $96.15M 7.54% | 51.58K | 0.00 | 1M |
PALO ALTO NETWORKS INCSOLE | COM | 424.60K | SH | $77.26M 6.06% | 34.79K | 0.00 | 389.81K |
SERVICENOW INCSOLE | COM | 68.58K | SH | $72.70M 5.70% | 5.64K | 0.00 | 62.93K |
INTUITIVE SURGICAL INCSOLE | COM | 129.73K | SH | $67.72M 5.31% | 10.85K | 0.00 | 118.88K |
CADENCE DESIGN SYSTEMSOLE | COM | 192.53K | SH | $57.85M 4.53% | 16.17K | 0.00 | 176.35K |
TYLER TECHNOLOGIES INCSOLE | COM | 93.91K | SH | $54.15M 4.25% | 7.86K | 0.00 | 86.05K |
U S BANCORP DESOLE | COM | 1.08M | SH | $51.59M 4.04% | 82.66K | 0.00 | 995.92K |
GE AEROSPACESOLE | COM | 307.21K | SH | $51.24M 4.02% | 26.10K | 0.00 | 281.11K |
HUBBELL INCSOLE | COM | 115.18K | SH | $48.25M 3.78% | 9.93K | 0.00 | 105.25K |
SCHWAB CHARLES CORPSOLE | COM | 603.22K | SH | $44.64M 3.50% | 49.91K | 0.00 | 553.31K |
UBER TECHNOLOGIES INCSOLE | COM | 717.21K | SH | $43.26M 3.39% | 60.76K | 0.00 | 656.45K |
SPX TECHNOLOGIES INCSOLE | COM | 286K | SH | $41.62M 3.26% | 23.77K | 0.00 | 262.23K |
S&P GLOBAL INCSOLE | COM | 83.09K | SH | $41.38M 3.24% | 6.97K | 0.00 | 76.12K |
SITEONE LANDSCAPE SUPPLYSOLE | COM | 309.15K | SH | $40.74M 3.19% | 26.02K | 0.00 | 283.13K |
AMPHENOL CORP CL ASOLE | COM | 581.80K | SH | $40.41M 3.17% | 46.45K | 0.00 | 535.35K |
LINDE PLCSOLE | COM | 91.56K | SH | $38.33M 3.01% | 7.05K | 0.00 | 84.51K |
AECOMSOLE | COM | 345.75K | SH | $36.93M 2.90% | 29.76K | 0.00 | 315.99K |
LITTELFUSE INCSOLE | COM | 149.10K | SH | $35.14M 2.75% | 12.57K | 0.00 | 136.53K |
ILLUMINA INCSOLE | COM | 262.93K | SH | $35.13M 2.75% | 22.96K | 0.00 | 239.97K |
BOOKING HOLDINGS INCSOLE | COM | 6.22K | SH | $30.93M 2.42% | 445.00 | 0.00 | 5.78K |
BIO-TECHNE CORPSOLE | COM | 420.21K | SH | $30.27M 2.37% | 34.47K | 0.00 | 385.75K |
DANAHER CORPSOLE | COM | 98.52K | SH | $22.62M 1.77% | 8.44K | 0.00 | 90.08K |
ZOETIS INC CL ASOLE | COM | 93.25K | SH | $15.19M 1.19% | 8.83K | 0.00 | 84.42K |
COSTAR GROUP INCSOLE | COM | 190.37K | SH | $13.63M 1.07% | 17.68K | 0.00 | 172.69K |
APPLE INCSOLE | COM | 48.52K | SH | $12.15M 0.95% | 69.00 | 0.00 | 48.45K |
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