Filed: 11/13/2025ACC: 0001556245-25-000007
📋 What this filing means
SANDHILL CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 107 equity positions with a total reported market value of $1.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
107
Positions
$1.43B
Total AUM (reported)
8.88M
Total Shares
Allocation by class
COM$1.43B100.0%
ADR$310.5K0.0%
Portfolio Concentration
Top 3$247.97M17.3%
4–10$414.39M28.9%
11–25$557.37M38.9%
Rest$212.98M14.9%
Top 3 weight
17.3%
Top 10 weight
46.2%
Voting Authority Distribution
Total shares with voting rights: 8.88M
Sole
Full voting authority
574.13K
shares
% of voting shares6.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.30M
shares
% of voting shares93.5%
Investment Discretion (by position count)
Sole107
Shared0
Other0
Dominant voting typeNone · 93.5% of voting shares
Institutional Holdings107
Rows:
ST SRT SPDR BLMBG 1 3 MN T ETF
SOLEShares929.94K
TypeSH
Market value$85.32M
5.96%
Sole
32.32K
Shared
0.00
None
897.62K
PALO ALTO NETWORKS INC
SOLEShares414.55K
TypeSH
Market value$84.41M
5.89%
Sole
32.84K
Shared
0.00
None
381.70K
AMPHENOL CORP NEW CLASS A
SOLEShares632.23K
TypeSH
Market value$78.24M
5.46%
Sole
50.94K
Shared
0.00
None
581.29K
UBER TECHNOLOGIES INC
SOLEShares655.37K
TypeSH
Market value$64.21M
4.48%
Sole
56.35K
Shared
0.00
None
599.02K
AECOM
SOLEShares486.77K
TypeSH
Market value$63.51M
4.43%
Sole
40.84K
Shared
0.00
None
445.93K
SERVICENOW INC
SOLEShares67.60K
TypeSH
Market value$62.21M
4.34%
Sole
5.35K
Shared
0.00
None
62.25K
GE AEROSPACE
SOLEShares196.54K
TypeSH
Market value$59.12M
4.13%
Sole
16.48K
Shared
0.00
None
180.06K
ARISTA NETWORKS INC
SOLEShares387.25K
TypeSH
Market value$56.43M
3.94%
Sole
31.80K
Shared
0.00
None
355.45K
CHARLES SCHWAB CORP
SOLEShares589.04K
TypeSH
Market value$56.24M
3.93%
Sole
47.99K
Shared
0.00
None
541.05K
SPX TECHNOLOGIES INC
SOLEShares282.03K
TypeSH
Market value$52.68M
3.68%
Sole
22.91K
Shared
0.00
None
259.12K
INTUITIVE SURGICAL INC
SOLEShares117.68K
TypeSH
Market value$52.63M
3.67%
Sole
9.58K
Shared
0.00
None
108.11K
HUBBELL INC
SOLEShares113K
TypeSH
Market value$48.63M
3.39%
Sole
9.48K
Shared
0.00
None
103.53K
US BANCORP DEL
SOLEShares993.79K
TypeSH
Market value$48.03M
3.35%
Sole
75.22K
Shared
0.00
None
918.57K
TYLER TECHNOLOGIES INC
SOLEShares89.73K
TypeSH
Market value$46.95M
3.28%
Sole
7.34K
Shared
0.00
None
82.39K
CADENCE DESIGN SYS INC
SOLEShares132.39K
TypeSH
Market value$46.50M
3.25%
Sole
10.87K
Shared
0.00
None
121.52K
LINDE PLC F
SOLEShares92.06K
TypeSH
Market value$43.73M
3.05%
Sole
6.84K
Shared
0.00
None
85.22K
TRANE TECHNOLOGIES PLC F
SOLEShares97.05K
TypeSH
Market value$40.95M
2.86%
Sole
8.05K
Shared
0.00
None
88.99K
S&P GLOBAL INC
SOLEShares81.94K
TypeSH
Market value$39.88M
2.78%
Sole
6.69K
Shared
0.00
None
75.25K
GALLAGHER ARTHUR J & CO
SOLEShares108.25K
TypeSH
Market value$33.53M
2.34%
Sole
8.91K
Shared
0.00
None
99.34K
BOOKING HLDGS INC
SOLEShares6.19K
TypeSH
Market value$33.43M
2.33%
Sole
431.00
Shared
0.00
None
5.76K
SITEONE LANDSCAPE SUPPLY
SOLEShares244.22K
TypeSH
Market value$31.46M
2.20%
Sole
22.35K
Shared
0.00
None
221.87K
SERVICETITAN INC CLASS A
SOLEShares268.39K
TypeSH
Market value$27.06M
1.89%
Sole
21.61K
Shared
0.00
None
246.79K
GUIDEWIRE SOFTWARE INC
SOLEShares103.33K
TypeSH
Market value$23.75M
1.66%
Sole
8.64K
Shared
0.00
None
94.69K
DANAHER CORP
SOLEShares117.43K
TypeSH
Market value$23.28M
1.63%
Sole
10.98K
Shared
0.00
None
106.45K
CRANE CO
SOLEShares95.37K
TypeSH
Market value$17.56M
1.23%
Sole
8.06K
Shared
0.00
None
87.31K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ST SRT SPDR BLMBG 1 3 MN T ETFSOLE | COM | 929.94K | SH | $85.32M 5.96% | 32.32K | 0.00 | 897.62K |
PALO ALTO NETWORKS INCSOLE | COM | 414.55K | SH | $84.41M 5.89% | 32.84K | 0.00 | 381.70K |
AMPHENOL CORP NEW CLASS ASOLE | COM | 632.23K | SH | $78.24M 5.46% | 50.94K | 0.00 | 581.29K |
UBER TECHNOLOGIES INCSOLE | COM | 655.37K | SH | $64.21M 4.48% | 56.35K | 0.00 | 599.02K |
AECOMSOLE | COM | 486.77K | SH | $63.51M 4.43% | 40.84K | 0.00 | 445.93K |
SERVICENOW INCSOLE | COM | 67.60K | SH | $62.21M 4.34% | 5.35K | 0.00 | 62.25K |
GE AEROSPACESOLE | COM | 196.54K | SH | $59.12M 4.13% | 16.48K | 0.00 | 180.06K |
ARISTA NETWORKS INCSOLE | COM | 387.25K | SH | $56.43M 3.94% | 31.80K | 0.00 | 355.45K |
CHARLES SCHWAB CORPSOLE | COM | 589.04K | SH | $56.24M 3.93% | 47.99K | 0.00 | 541.05K |
SPX TECHNOLOGIES INCSOLE | COM | 282.03K | SH | $52.68M 3.68% | 22.91K | 0.00 | 259.12K |
INTUITIVE SURGICAL INCSOLE | COM | 117.68K | SH | $52.63M 3.67% | 9.58K | 0.00 | 108.11K |
HUBBELL INCSOLE | COM | 113K | SH | $48.63M 3.39% | 9.48K | 0.00 | 103.53K |
US BANCORP DELSOLE | COM | 993.79K | SH | $48.03M 3.35% | 75.22K | 0.00 | 918.57K |
TYLER TECHNOLOGIES INCSOLE | COM | 89.73K | SH | $46.95M 3.28% | 7.34K | 0.00 | 82.39K |
CADENCE DESIGN SYS INCSOLE | COM | 132.39K | SH | $46.50M 3.25% | 10.87K | 0.00 | 121.52K |
LINDE PLC FSOLE | COM | 92.06K | SH | $43.73M 3.05% | 6.84K | 0.00 | 85.22K |
TRANE TECHNOLOGIES PLC FSOLE | COM | 97.05K | SH | $40.95M 2.86% | 8.05K | 0.00 | 88.99K |
S&P GLOBAL INCSOLE | COM | 81.94K | SH | $39.88M 2.78% | 6.69K | 0.00 | 75.25K |
GALLAGHER ARTHUR J & COSOLE | COM | 108.25K | SH | $33.53M 2.34% | 8.91K | 0.00 | 99.34K |
BOOKING HLDGS INCSOLE | COM | 6.19K | SH | $33.43M 2.33% | 431.00 | 0.00 | 5.76K |
SITEONE LANDSCAPE SUPPLYSOLE | COM | 244.22K | SH | $31.46M 2.20% | 22.35K | 0.00 | 221.87K |
SERVICETITAN INC CLASS ASOLE | COM | 268.39K | SH | $27.06M 1.89% | 21.61K | 0.00 | 246.79K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 103.33K | SH | $23.75M 1.66% | 8.64K | 0.00 | 94.69K |
DANAHER CORPSOLE | COM | 117.43K | SH | $23.28M 1.63% | 10.98K | 0.00 | 106.45K |
CRANE COSOLE | COM | 95.37K | SH | $17.56M 1.23% | 8.06K | 0.00 | 87.31K |
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