Filed: 5/14/2026ACC: 0001556245-26-000003
📋 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 $1.16B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
95
Positions
$1.16B
Total AUM (reported)
7.68M
Total Shares
Allocation by class
COM$1.16B100.0%
ADR$230.5K0.0%
Portfolio Concentration
Top 3$221.73M19.1%
4–10$310.33M26.7%
11–25$472.63M40.7%
Rest$157.94M13.6%
Top 3 weight
19.1%
Top 10 weight
45.8%
Voting Authority Distribution
Total shares with voting rights: 7.68M
Sole
Full voting authority
490.92K
shares
% of voting shares6.4%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
7.19M
shares
% of voting shares93.6%
Investment Discretion (by position count)
Sole95
Shared0
Other0
Dominant voting typeNone · 93.6% of voting shares
Institutional Holdings95
Rows:
STATE STREET SPDR BLOOMBERG 1-
SOLEShares1.26M
TypeSH
Market value$115.13M
9.90%
Sole
9.23K
Shared
0.00
None
1.25M
SERVICENOW INC
SOLEShares544.63K
TypeSH
Market value$56.94M
4.90%
Sole
50.37K
Shared
0.00
None
494.26K
AECOM
SOLEShares585.46K
TypeSH
Market value$49.66M
4.27%
Sole
53.73K
Shared
0.00
None
531.74K
CHARLES SCHWAB CORP
SOLEShares517.12K
TypeSH
Market value$48.60M
4.18%
Sole
46.85K
Shared
0.00
None
470.27K
AMPHENOL CORP NEW CLASS CLASS
SOLEShares378.73K
TypeSH
Market value$47.85M
4.12%
Sole
33.67K
Shared
0.00
None
345.05K
MICROSOFT CORP
SOLEShares121.80K
TypeSH
Market value$45.09M
3.88%
Sole
9.08K
Shared
0.00
None
112.72K
GE AEROSPACE
SOLEShares155.13K
TypeSH
Market value$44.02M
3.79%
Sole
14.77K
Shared
0.00
None
140.36K
PALO ALTO NETWORKS INC
SOLEShares264.47K
TypeSH
Market value$42.40M
3.65%
Sole
24.09K
Shared
0.00
None
240.38K
UBER TECHNOLOGIES INC
SOLEShares574.94K
TypeSH
Market value$41.36M
3.56%
Sole
54.66K
Shared
0.00
None
520.29K
LINDE PLC F
SOLEShares82.72K
TypeSH
Market value$41.01M
3.53%
Sole
6.72K
Shared
0.00
None
76K
GALLAGHER ARTHUR J & CO
SOLEShares172.03K
TypeSH
Market value$37.26M
3.20%
Sole
15.92K
Shared
0.00
None
156.12K
INTUITIVE SURGICAL INC
SOLEShares79.69K
TypeSH
Market value$36.74M
3.16%
Sole
7.39K
Shared
0.00
None
72.30K
STRYKER CORP
SOLEShares111.03K
TypeSH
Market value$36.48M
3.14%
Sole
10.12K
Shared
0.00
None
100.91K
GUIDEWIRE SOFTWARE INC
SOLEShares242.04K
TypeSH
Market value$36.20M
3.11%
Sole
22.35K
Shared
0.00
None
219.69K
CRANE CO
SOLEShares211.01K
TypeSH
Market value$36.08M
3.10%
Sole
19.51K
Shared
0.00
None
191.50K
TEXAS INSTRS INC
SOLEShares185.52K
TypeSH
Market value$36.02M
3.10%
Sole
15.27K
Shared
0.00
None
170.26K
TRANE TECHNOLOGIES PLC F
SOLEShares85.97K
TypeSH
Market value$35.83M
3.08%
Sole
7.83K
Shared
0.00
None
78.14K
AMAZON.COM INC
SOLEShares171.82K
TypeSH
Market value$35.79M
3.08%
Sole
14.22K
Shared
0.00
None
157.60K
SPX TECHNOLOGIES INC
SOLEShares177.22K
TypeSH
Market value$35.43M
3.05%
Sole
16.42K
Shared
0.00
None
160.79K
BROADCOM INC
SOLEShares112.18K
TypeSH
Market value$34.72M
2.99%
Sole
7.29K
Shared
0.00
None
104.89K
ARISTA NETWORKS INC
SOLEShares272.23K
TypeSH
Market value$33.42M
2.87%
Sole
25.09K
Shared
0.00
None
247.14K
S&P GLOBAL INC
SOLEShares72.19K
TypeSH
Market value$30.71M
2.64%
Sole
6.56K
Shared
0.00
None
65.64K
BOOKING HLDGS INC
SOLEShares5.51K
TypeSH
Market value$23.21M
2.00%
Sole
422.00
Shared
0.00
None
5.09K
ISHARES 0-3 MONTH TREASURY BON
SOLEShares130.70K
TypeSH
Market value$13.16M
1.13%
Sole
192.00
Shared
0.00
None
130.50K
APPLE INC
SOLEShares45.68K
TypeSH
Market value$11.59M
1.00%
Sole
82.00
Shared
0.00
None
45.59K
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
STATE STREET SPDR BLOOMBERG 1-SOLE | COM | 1.26M | SH | $115.13M 9.90% | 9.23K | 0.00 | 1.25M |
SERVICENOW INCSOLE | COM | 544.63K | SH | $56.94M 4.90% | 50.37K | 0.00 | 494.26K |
AECOMSOLE | COM | 585.46K | SH | $49.66M 4.27% | 53.73K | 0.00 | 531.74K |
CHARLES SCHWAB CORPSOLE | COM | 517.12K | SH | $48.60M 4.18% | 46.85K | 0.00 | 470.27K |
AMPHENOL CORP NEW CLASS CLASSSOLE | COM | 378.73K | SH | $47.85M 4.12% | 33.67K | 0.00 | 345.05K |
MICROSOFT CORPSOLE | COM | 121.80K | SH | $45.09M 3.88% | 9.08K | 0.00 | 112.72K |
GE AEROSPACESOLE | COM | 155.13K | SH | $44.02M 3.79% | 14.77K | 0.00 | 140.36K |
PALO ALTO NETWORKS INCSOLE | COM | 264.47K | SH | $42.40M 3.65% | 24.09K | 0.00 | 240.38K |
UBER TECHNOLOGIES INCSOLE | COM | 574.94K | SH | $41.36M 3.56% | 54.66K | 0.00 | 520.29K |
LINDE PLC FSOLE | COM | 82.72K | SH | $41.01M 3.53% | 6.72K | 0.00 | 76K |
GALLAGHER ARTHUR J & COSOLE | COM | 172.03K | SH | $37.26M 3.20% | 15.92K | 0.00 | 156.12K |
INTUITIVE SURGICAL INCSOLE | COM | 79.69K | SH | $36.74M 3.16% | 7.39K | 0.00 | 72.30K |
STRYKER CORPSOLE | COM | 111.03K | SH | $36.48M 3.14% | 10.12K | 0.00 | 100.91K |
GUIDEWIRE SOFTWARE INCSOLE | COM | 242.04K | SH | $36.20M 3.11% | 22.35K | 0.00 | 219.69K |
CRANE COSOLE | COM | 211.01K | SH | $36.08M 3.10% | 19.51K | 0.00 | 191.50K |
TEXAS INSTRS INCSOLE | COM | 185.52K | SH | $36.02M 3.10% | 15.27K | 0.00 | 170.26K |
TRANE TECHNOLOGIES PLC FSOLE | COM | 85.97K | SH | $35.83M 3.08% | 7.83K | 0.00 | 78.14K |
AMAZON.COM INCSOLE | COM | 171.82K | SH | $35.79M 3.08% | 14.22K | 0.00 | 157.60K |
SPX TECHNOLOGIES INCSOLE | COM | 177.22K | SH | $35.43M 3.05% | 16.42K | 0.00 | 160.79K |
BROADCOM INCSOLE | COM | 112.18K | SH | $34.72M 2.99% | 7.29K | 0.00 | 104.89K |
ARISTA NETWORKS INCSOLE | COM | 272.23K | SH | $33.42M 2.87% | 25.09K | 0.00 | 247.14K |
S&P GLOBAL INCSOLE | COM | 72.19K | SH | $30.71M 2.64% | 6.56K | 0.00 | 65.64K |
BOOKING HLDGS INCSOLE | COM | 5.51K | SH | $23.21M 2.00% | 422.00 | 0.00 | 5.09K |
ISHARES 0-3 MONTH TREASURY BONSOLE | COM | 130.70K | SH | $13.16M 1.13% | 192.00 | 0.00 | 130.50K |
APPLE INCSOLE | COM | 45.68K | SH | $11.59M 1.00% | 82.00 | 0.00 | 45.59K |
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