Filed: 2/12/2026ACC: 0001556245-26-000001
📋 What this filing means
SANDHILL CAPITAL PARTNERS LLC filed this quarterly 13F‑HR report disclosing 104 equity positions with a total reported market value of $1.40B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
104
Positions
$1.40B
Total AUM (reported)
8.90M
Total Shares
Allocation by class
COM$1.40B100.0%
ADR$279.1K0.0%
Portfolio Concentration
Top 3$247.19M17.6%
4–10$389.37M27.7%
11–25$549.09M39.1%
Rest$218.25M15.5%
Top 3 weight
17.6%
Top 10 weight
45.3%
Voting Authority Distribution
Total shares with voting rights: 8.90M
Sole
Full voting authority
580.89K
shares
% of voting shares6.5%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
8.32M
shares
% of voting shares93.5%
Investment Discretion (by position count)
Sole104
Shared0
Other0
Dominant voting typeNone · 93.5% of voting shares
Institutional Holdings104
Rows:
ST STERT SPDR BLMBG 1 3 MN T B
SOLEShares990.79K
TypeSH
Market value$90.54M
6.45%
Sole
14.13K
Shared
0.00
None
976.66K
AMPHENOL CORP NEW CLASS CLASS
SOLEShares612.84K
TypeSH
Market value$82.82M
5.90%
Sole
50.53K
Shared
0.00
None
562.31K
PALO ALTO NETWORKS INC
SOLEShares400.83K
TypeSH
Market value$73.83M
5.26%
Sole
32.58K
Shared
0.00
None
368.25K
INTUITIVE SURGICAL INC
SOLEShares114.48K
TypeSH
Market value$64.84M
4.62%
Sole
9.57K
Shared
0.00
None
104.91K
GE AEROSPACE
SOLEShares191.56K
TypeSH
Market value$59.01M
4.20%
Sole
16.43K
Shared
0.00
None
175.13K
CHARLES SCHWAB CORP
SOLEShares572.96K
TypeSH
Market value$57.24M
4.08%
Sole
47.95K
Shared
0.00
None
525.01K
SPX TECHNOLOGIES INC
SOLEShares274.50K
TypeSH
Market value$54.92M
3.91%
Sole
22.75K
Shared
0.00
None
251.75K
UBER TECHNOLOGIES INC
SOLEShares637.91K
TypeSH
Market value$52.12M
3.71%
Sole
56.21K
Shared
0.00
None
581.70K
US BANCORP DEL
SOLEShares957.29K
TypeSH
Market value$51.08M
3.64%
Sole
75.26K
Shared
0.00
None
882.03K
SERVICENOW INC
SOLEShares327.42K
TypeSH
Market value$50.16M
3.57%
Sole
26.71K
Shared
0.00
None
300.71K
ARISTA NETWORKS INC
SOLEShares376.23K
TypeSH
Market value$49.30M
3.51%
Sole
31.55K
Shared
0.00
None
344.67K
HUBBELL INC
SOLEShares108.31K
TypeSH
Market value$48.10M
3.43%
Sole
9.42K
Shared
0.00
None
98.89K
TYLER TECHNOLOGIES INC
SOLEShares100.14K
TypeSH
Market value$45.46M
3.24%
Sole
8.80K
Shared
0.00
None
91.34K
AECOM
SOLEShares472.17K
TypeSH
Market value$45.01M
3.21%
Sole
42.53K
Shared
0.00
None
429.64K
S&P GLOBAL INC
SOLEShares79.92K
TypeSH
Market value$41.76M
2.97%
Sole
6.71K
Shared
0.00
None
73.20K
GUIDEWIRE SOFTWARE INC
SOLEShares207.53K
TypeSH
Market value$41.72M
2.97%
Sole
17.70K
Shared
0.00
None
189.83K
CADENCE DESIGN SYS INC
SOLEShares129.14K
TypeSH
Market value$40.37M
2.88%
Sole
10.86K
Shared
0.00
None
118.28K
LINDE PLC F
SOLEShares89.93K
TypeSH
Market value$38.35M
2.73%
Sole
6.86K
Shared
0.00
None
83.07K
GALLAGHER ARTHUR J & CO
SOLEShares142.91K
TypeSH
Market value$36.98M
2.63%
Sole
13.66K
Shared
0.00
None
129.24K
TRANE TECHNOLOGIES PLC F
SOLEShares94.54K
TypeSH
Market value$36.80M
2.62%
Sole
8.02K
Shared
0.00
None
86.53K
SERVICETITAN INC CLASS A
SOLEShares343.65K
TypeSH
Market value$36.60M
2.61%
Sole
30.69K
Shared
0.00
None
312.96K
BOOKING HLDGS INC
SOLEShares6.01K
TypeSH
Market value$32.17M
2.29%
Sole
431.00
Shared
0.00
None
5.58K
ISHARES 0-3 MONTH TREASURY BON
SOLEShares234.62K
TypeSH
Market value$23.55M
1.68%
Sole
541.00
Shared
0.00
None
234.08K
CRANE CO
SOLEShares93.33K
TypeSH
Market value$17.21M
1.23%
Sole
8.05K
Shared
0.00
None
85.28K
SITEONE LANDSCAPE SUPPLY
SOLEShares126.21K
TypeSH
Market value$15.72M
1.12%
Sole
12.79K
Shared
0.00
None
113.42K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
ST STERT SPDR BLMBG 1 3 MN T BSOLE | COM | 990.79K | SH | $90.54M 6.45% | 14.13K | 0.00 | 976.66K |
AMPHENOL CORP NEW CLASS CLASSSOLE | COM | 612.84K | SH | $82.82M 5.90% | 50.53K | 0.00 | 562.31K |
PALO ALTO NETWORKS INCSOLE | COM | 400.83K | SH | $73.83M 5.26% | 32.58K | 0.00 | 368.25K |
INTUITIVE SURGICAL INCSOLE | COM | 114.48K | SH | $64.84M 4.62% | 9.57K | 0.00 | 104.91K |
GE AEROSPACESOLE | COM | 191.56K | SH | $59.01M 4.20% | 16.43K | 0.00 | 175.13K |
CHARLES SCHWAB CORPSOLE | COM | 572.96K | SH | $57.24M 4.08% | 47.95K | 0.00 | 525.01K |
SPX TECHNOLOGIES INCSOLE | COM | 274.50K | SH | $54.92M 3.91% | 22.75K | 0.00 | 251.75K |
UBER TECHNOLOGIES INCSOLE | COM | 637.91K | SH | $52.12M 3.71% | 56.21K | 0.00 | 581.70K |
US BANCORP DELSOLE | COM | 957.29K | SH | $51.08M 3.64% | 75.26K | 0.00 | 882.03K |
SERVICENOW INCSOLE | COM | 327.42K | SH | $50.16M 3.57% | 26.71K | 0.00 | 300.71K |
ARISTA NETWORKS INCSOLE | COM | 376.23K | SH | $49.30M 3.51% | 31.55K | 0.00 | 344.67K |
HUBBELL INCSOLE | COM | 108.31K | SH | $48.10M 3.43% | 9.42K | 0.00 | 98.89K |
TYLER TECHNOLOGIES INCSOLE | COM | 100.14K | SH | $45.46M 3.24% | 8.80K | 0.00 | 91.34K |
AECOMSOLE | COM | 472.17K | SH | $45.01M 3.21% | 42.53K | 0.00 | 429.64K |
S&P GLOBAL INCSOLE | COM | 79.92K | SH | $41.76M 2.97% | 6.71K | 0.00 | 73.20K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 207.53K | SH | $41.72M 2.97% | 17.70K | 0.00 | 189.83K |
CADENCE DESIGN SYS INCSOLE | COM | 129.14K | SH | $40.37M 2.88% | 10.86K | 0.00 | 118.28K |
LINDE PLC FSOLE | COM | 89.93K | SH | $38.35M 2.73% | 6.86K | 0.00 | 83.07K |
GALLAGHER ARTHUR J & COSOLE | COM | 142.91K | SH | $36.98M 2.63% | 13.66K | 0.00 | 129.24K |
TRANE TECHNOLOGIES PLC FSOLE | COM | 94.54K | SH | $36.80M 2.62% | 8.02K | 0.00 | 86.53K |
SERVICETITAN INC CLASS ASOLE | COM | 343.65K | SH | $36.60M 2.61% | 30.69K | 0.00 | 312.96K |
BOOKING HLDGS INCSOLE | COM | 6.01K | SH | $32.17M 2.29% | 431.00 | 0.00 | 5.58K |
ISHARES 0-3 MONTH TREASURY BONSOLE | COM | 234.62K | SH | $23.55M 1.68% | 541.00 | 0.00 | 234.08K |
CRANE COSOLE | COM | 93.33K | SH | $17.21M 1.23% | 8.05K | 0.00 | 85.28K |
SITEONE LANDSCAPE SUPPLYSOLE | COM | 126.21K | SH | $15.72M 1.12% | 12.79K | 0.00 | 113.42K |
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