Filed: 5/14/2025ACC: 0001556245-25-000003
📋 What this filing means
SANDHILL CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 93 equity positions with a total reported market value of $1.22B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
93
Positions
$1.22B
Total AUM (reported)
9.13M
Total Shares
Allocation by class
COM$1.22B100.0%
ADR$232.8K0.0%
Portfolio Concentration
Top 3$253.03M20.8%
4–10$353.34M29.0%
11–25$455.03M37.4%
Rest$154.92M12.7%
Top 3 weight
20.8%
Top 10 weight
49.9%
Voting Authority Distribution
Total shares with voting rights: 9.13M
Sole
Full voting authority
594.14K
shares
% of voting shares6.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.54M
shares
% of voting shares93.5%
Investment Discretion (by position count)
Sole93
Shared0
Other0
Dominant voting typeNone · 93.5% of voting shares
Institutional Holdings93
Rows:
SPDR BLOOMBERG 1-3 MO
SOLEShares1.33M
TypeSH
Market value$121.60M
10.00%
Sole
55.80K
Shared
0.00
None
1.27M
PALO ALTO NETWORKS INC
SOLEShares416.48K
TypeSH
Market value$71.07M
5.84%
Sole
34.16K
Shared
0.00
None
382.32K
GE AEROSPACE
SOLEShares301.59K
TypeSH
Market value$60.36M
4.96%
Sole
25.68K
Shared
0.00
None
275.91K
INTUITIVE SURGICAL INC
SOLEShares117.28K
TypeSH
Market value$58.09M
4.78%
Sole
9.87K
Shared
0.00
None
107.41K
SERVICENOW INC
SOLEShares67.32K
TypeSH
Market value$53.60M
4.41%
Sole
5.53K
Shared
0.00
None
61.79K
TYLER TECHNOLOGIES INC
SOLEShares89.37K
TypeSH
Market value$51.96M
4.27%
Sole
7.60K
Shared
0.00
None
81.77K
UBER TECHNOLOGIES INC
SOLEShares683.28K
TypeSH
Market value$49.78M
4.09%
Sole
59.13K
Shared
0.00
None
624.14K
CADENCE DESIGN SYSTEM
SOLEShares189.43K
TypeSH
Market value$48.18M
3.96%
Sole
15.90K
Shared
0.00
None
173.52K
SCHWAB CHARLES CORP
SOLEShares592.62K
TypeSH
Market value$46.39M
3.81%
Sole
49.24K
Shared
0.00
None
543.37K
AECOM
SOLEShares488.98K
TypeSH
Market value$45.34M
3.73%
Sole
41.84K
Shared
0.00
None
447.14K
LINDE PLC
SOLEShares91.02K
TypeSH
Market value$42.38M
3.48%
Sole
6.95K
Shared
0.00
None
84.06K
U S BANCORP DE
SOLEShares999.36K
TypeSH
Market value$42.19M
3.47%
Sole
77.11K
Shared
0.00
None
922.25K
AMPHENOL CORP CL A
SOLEShares636.32K
TypeSH
Market value$41.74M
3.43%
Sole
52.83K
Shared
0.00
None
583.50K
S&P GLOBAL INC
SOLEShares81.88K
TypeSH
Market value$41.60M
3.42%
Sole
6.86K
Shared
0.00
None
75.02K
HUBBELL INC
SOLEShares113.42K
TypeSH
Market value$37.53M
3.09%
Sole
9.76K
Shared
0.00
None
103.66K
SITEONE LANDSCAPE SUPPLY
SOLEShares305.02K
TypeSH
Market value$37.04M
3.05%
Sole
25.67K
Shared
0.00
None
279.35K
SPX TECHNOLOGIES INC
SOLEShares282.12K
TypeSH
Market value$36.33M
2.99%
Sole
23.44K
Shared
0.00
None
258.68K
TRANE TECHNOLOGIES PLC
SOLEShares95.57K
TypeSH
Market value$32.20M
2.65%
Sole
8.17K
Shared
0.00
None
87.40K
DANAHER CORP
SOLEShares149.49K
TypeSH
Market value$30.64M
2.52%
Sole
11.55K
Shared
0.00
None
137.94K
LITTELFUSE INC
SOLEShares147.97K
TypeSH
Market value$29.11M
2.39%
Sole
12.43K
Shared
0.00
None
135.54K
BOOKING HOLDINGS INC
SOLEShares6.12K
TypeSH
Market value$28.21M
2.32%
Sole
442.00
Shared
0.00
None
5.68K
ARISTA NETWORKS INC
SOLEShares252.83K
TypeSH
Market value$19.59M
1.61%
Sole
21.37K
Shared
0.00
None
231.46K
ZOETIS INC CLASS A
SOLEShares93.85K
TypeSH
Market value$15.45M
1.27%
Sole
8.80K
Shared
0.00
None
85.05K
APPLE INC
SOLEShares48.33K
TypeSH
Market value$10.73M
0.88%
Sole
71.00
Shared
0.00
None
48.25K
MICROSOFT CORP
SOLEShares27.36K
TypeSH
Market value$10.27M
0.84%
Sole
38.00
Shared
0.00
None
27.32K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR BLOOMBERG 1-3 MOSOLE | COM | 1.33M | SH | $121.60M 10.00% | 55.80K | 0.00 | 1.27M |
PALO ALTO NETWORKS INCSOLE | COM | 416.48K | SH | $71.07M 5.84% | 34.16K | 0.00 | 382.32K |
GE AEROSPACESOLE | COM | 301.59K | SH | $60.36M 4.96% | 25.68K | 0.00 | 275.91K |
INTUITIVE SURGICAL INCSOLE | COM | 117.28K | SH | $58.09M 4.78% | 9.87K | 0.00 | 107.41K |
SERVICENOW INCSOLE | COM | 67.32K | SH | $53.60M 4.41% | 5.53K | 0.00 | 61.79K |
TYLER TECHNOLOGIES INCSOLE | COM | 89.37K | SH | $51.96M 4.27% | 7.60K | 0.00 | 81.77K |
UBER TECHNOLOGIES INCSOLE | COM | 683.28K | SH | $49.78M 4.09% | 59.13K | 0.00 | 624.14K |
CADENCE DESIGN SYSTEMSOLE | COM | 189.43K | SH | $48.18M 3.96% | 15.90K | 0.00 | 173.52K |
SCHWAB CHARLES CORPSOLE | COM | 592.62K | SH | $46.39M 3.81% | 49.24K | 0.00 | 543.37K |
AECOMSOLE | COM | 488.98K | SH | $45.34M 3.73% | 41.84K | 0.00 | 447.14K |
LINDE PLCSOLE | COM | 91.02K | SH | $42.38M 3.48% | 6.95K | 0.00 | 84.06K |
U S BANCORP DESOLE | COM | 999.36K | SH | $42.19M 3.47% | 77.11K | 0.00 | 922.25K |
AMPHENOL CORP CL ASOLE | COM | 636.32K | SH | $41.74M 3.43% | 52.83K | 0.00 | 583.50K |
S&P GLOBAL INCSOLE | COM | 81.88K | SH | $41.60M 3.42% | 6.86K | 0.00 | 75.02K |
HUBBELL INCSOLE | COM | 113.42K | SH | $37.53M 3.09% | 9.76K | 0.00 | 103.66K |
SITEONE LANDSCAPE SUPPLYSOLE | COM | 305.02K | SH | $37.04M 3.05% | 25.67K | 0.00 | 279.35K |
SPX TECHNOLOGIES INCSOLE | COM | 282.12K | SH | $36.33M 2.99% | 23.44K | 0.00 | 258.68K |
TRANE TECHNOLOGIES PLCSOLE | COM | 95.57K | SH | $32.20M 2.65% | 8.17K | 0.00 | 87.40K |
DANAHER CORPSOLE | COM | 149.49K | SH | $30.64M 2.52% | 11.55K | 0.00 | 137.94K |
LITTELFUSE INCSOLE | COM | 147.97K | SH | $29.11M 2.39% | 12.43K | 0.00 | 135.54K |
BOOKING HOLDINGS INCSOLE | COM | 6.12K | SH | $28.21M 2.32% | 442.00 | 0.00 | 5.68K |
ARISTA NETWORKS INCSOLE | COM | 252.83K | SH | $19.59M 1.61% | 21.37K | 0.00 | 231.46K |
ZOETIS INC CLASS ASOLE | COM | 93.85K | SH | $15.45M 1.27% | 8.80K | 0.00 | 85.05K |
APPLE INCSOLE | COM | 48.33K | SH | $10.73M 0.88% | 71.00 | 0.00 | 48.25K |
MICROSOFT CORPSOLE | COM | 27.36K | SH | $10.27M 0.84% | 38.00 | 0.00 | 27.32K |
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