Filed: 8/12/2025ACC: 0001556245-25-000004
📋 What this filing means
SANDHILL CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 101 equity positions with a total reported market value of $1.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
101
Positions
$1.39B
Total AUM (reported)
9.05M
Total Shares
Allocation by class
COM$1.39B100.0%
ADR$235.2K0.0%
Portfolio Concentration
Top 3$288.06M20.7%
4–10$421.64M30.3%
11–25$512.03M36.8%
Rest$170.36M12.2%
Top 3 weight
20.7%
Top 10 weight
51.0%
Voting Authority Distribution
Total shares with voting rights: 9.05M
Sole
Full voting authority
587.35K
shares
% of voting shares6.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.47M
shares
% of voting shares93.5%
Investment Discretion (by position count)
Sole101
Shared0
Other0
Dominant voting typeNone · 93.5% of voting shares
Institutional Holdings101
Rows:
SPDR BLOOMBERG 1-3 MO
SOLEShares1.37M
TypeSH
Market value$125.99M
9.05%
Sole
59.47K
Shared
0.00
None
1.31M
PALO ALTO NETWORKS INC
SOLEShares418.40K
TypeSH
Market value$85.62M
6.15%
Sole
33.40K
Shared
0.00
None
385K
GE AEROSPACE
SOLEShares297.03K
TypeSH
Market value$76.45M
5.49%
Sole
25.19K
Shared
0.00
None
271.84K
SERVICENOW INC
SOLEShares67.86K
TypeSH
Market value$69.77M
5.01%
Sole
5.44K
Shared
0.00
None
62.43K
INTUITIVE SURGICAL INC
SOLEShares118.09K
TypeSH
Market value$64.17M
4.61%
Sole
9.70K
Shared
0.00
None
108.40K
AMPHENOL CORP CL A
SOLEShares638.69K
TypeSH
Market value$63.07M
4.53%
Sole
51.92K
Shared
0.00
None
586.77K
UBER TECHNOLOGIES INC
SOLEShares660.08K
TypeSH
Market value$61.59M
4.42%
Sole
57.06K
Shared
0.00
None
603.02K
AECOM
SOLEShares489.94K
TypeSH
Market value$55.29M
3.97%
Sole
41.26K
Shared
0.00
None
448.68K
SCHWAB CHARLES CORP
SOLEShares595.56K
TypeSH
Market value$54.34M
3.90%
Sole
48.55K
Shared
0.00
None
547.01K
TYLER TECHNOLOGIES INC
SOLEShares90.10K
TypeSH
Market value$53.41M
3.84%
Sole
7.46K
Shared
0.00
None
82.64K
SPX TECHNOLOGIES INC
SOLEShares284.05K
TypeSH
Market value$47.63M
3.42%
Sole
23.14K
Shared
0.00
None
260.92K
HUBBELL INC
SOLEShares113.79K
TypeSH
Market value$46.47M
3.34%
Sole
9.62K
Shared
0.00
None
104.17K
U S BANCORP DE
SOLEShares1.01M
TypeSH
Market value$45.71M
3.28%
Sole
76.23K
Shared
0.00
None
933.86K
S&P GLOBAL INC
SOLEShares82.47K
TypeSH
Market value$43.49M
3.12%
Sole
6.78K
Shared
0.00
None
75.69K
LINDE PLC
SOLEShares92.23K
TypeSH
Market value$43.27M
3.11%
Sole
6.88K
Shared
0.00
None
85.34K
TRANE TECHNOLOGIES PLC
SOLEShares95.75K
TypeSH
Market value$41.88M
3.01%
Sole
8.03K
Shared
0.00
None
87.72K
CADENCE DESIGN SYSTEM
SOLEShares133.35K
TypeSH
Market value$41.09M
2.95%
Sole
11.11K
Shared
0.00
None
122.23K
ARISTA NETWORKS INC
SOLEShares389.43K
TypeSH
Market value$39.84M
2.86%
Sole
31.74K
Shared
0.00
None
357.69K
BOOKING HOLDINGS INC
SOLEShares6.18K
TypeSH
Market value$35.77M
2.57%
Sole
437.00
Shared
0.00
None
5.74K
SITEONE LANDSCAPE SUPPLY
SOLEShares283.86K
TypeSH
Market value$34.33M
2.47%
Sole
24.95K
Shared
0.00
None
258.91K
DANAHER CORP
SOLEShares146.12K
TypeSH
Market value$28.86M
2.07%
Sole
11.49K
Shared
0.00
None
134.63K
GUIDEWIRE SOFTWARE INC
SOLEShares103.67K
TypeSH
Market value$24.41M
1.75%
Sole
8.64K
Shared
0.00
None
95.03K
BROADCOM INC
SOLEShares50.98K
TypeSH
Market value$14.05M
1.01%
Sole
237.00
Shared
0.00
None
50.74K
MICROSOFT CORP
SOLEShares27.39K
TypeSH
Market value$13.62M
0.98%
Sole
38.00
Shared
0.00
None
27.35K
CRANE CO
SOLEShares61.07K
TypeSH
Market value$11.60M
0.83%
Sole
4.94K
Shared
0.00
None
56.13K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPDR BLOOMBERG 1-3 MOSOLE | COM | 1.37M | SH | $125.99M 9.05% | 59.47K | 0.00 | 1.31M |
PALO ALTO NETWORKS INCSOLE | COM | 418.40K | SH | $85.62M 6.15% | 33.40K | 0.00 | 385K |
GE AEROSPACESOLE | COM | 297.03K | SH | $76.45M 5.49% | 25.19K | 0.00 | 271.84K |
SERVICENOW INCSOLE | COM | 67.86K | SH | $69.77M 5.01% | 5.44K | 0.00 | 62.43K |
INTUITIVE SURGICAL INCSOLE | COM | 118.09K | SH | $64.17M 4.61% | 9.70K | 0.00 | 108.40K |
AMPHENOL CORP CL ASOLE | COM | 638.69K | SH | $63.07M 4.53% | 51.92K | 0.00 | 586.77K |
UBER TECHNOLOGIES INCSOLE | COM | 660.08K | SH | $61.59M 4.42% | 57.06K | 0.00 | 603.02K |
AECOMSOLE | COM | 489.94K | SH | $55.29M 3.97% | 41.26K | 0.00 | 448.68K |
SCHWAB CHARLES CORPSOLE | COM | 595.56K | SH | $54.34M 3.90% | 48.55K | 0.00 | 547.01K |
TYLER TECHNOLOGIES INCSOLE | COM | 90.10K | SH | $53.41M 3.84% | 7.46K | 0.00 | 82.64K |
SPX TECHNOLOGIES INCSOLE | COM | 284.05K | SH | $47.63M 3.42% | 23.14K | 0.00 | 260.92K |
HUBBELL INCSOLE | COM | 113.79K | SH | $46.47M 3.34% | 9.62K | 0.00 | 104.17K |
U S BANCORP DESOLE | COM | 1.01M | SH | $45.71M 3.28% | 76.23K | 0.00 | 933.86K |
S&P GLOBAL INCSOLE | COM | 82.47K | SH | $43.49M 3.12% | 6.78K | 0.00 | 75.69K |
LINDE PLCSOLE | COM | 92.23K | SH | $43.27M 3.11% | 6.88K | 0.00 | 85.34K |
TRANE TECHNOLOGIES PLCSOLE | COM | 95.75K | SH | $41.88M 3.01% | 8.03K | 0.00 | 87.72K |
CADENCE DESIGN SYSTEMSOLE | COM | 133.35K | SH | $41.09M 2.95% | 11.11K | 0.00 | 122.23K |
ARISTA NETWORKS INCSOLE | COM | 389.43K | SH | $39.84M 2.86% | 31.74K | 0.00 | 357.69K |
BOOKING HOLDINGS INCSOLE | COM | 6.18K | SH | $35.77M 2.57% | 437.00 | 0.00 | 5.74K |
SITEONE LANDSCAPE SUPPLYSOLE | COM | 283.86K | SH | $34.33M 2.47% | 24.95K | 0.00 | 258.91K |
DANAHER CORPSOLE | COM | 146.12K | SH | $28.86M 2.07% | 11.49K | 0.00 | 134.63K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 103.67K | SH | $24.41M 1.75% | 8.64K | 0.00 | 95.03K |
BROADCOM INCSOLE | COM | 50.98K | SH | $14.05M 1.01% | 237.00 | 0.00 | 50.74K |
MICROSOFT CORPSOLE | COM | 27.39K | SH | $13.62M 0.98% | 38.00 | 0.00 | 27.35K |
CRANE COSOLE | COM | 61.07K | SH | $11.60M 0.83% | 4.94K | 0.00 | 56.13K |
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