SANDHILL CAPITAL PARTNERS LLC

PrivateCIK: 1556245

Location

BUFFALO, NY

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

% of voting shares6.4%

Shared

Joint voting authority

0.00

% of voting shares0.0%

None

No voting authority

7.19M

% 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-

SOLE

COM

Shares1.26M

TypeSH

Market value$115.13M

9.90%

Sole

9.23K

Shared

0.00

None

1.25M

SERVICENOW INC

SOLE

COM

Shares544.63K

TypeSH

Market value$56.94M

4.90%

Sole

50.37K

Shared

0.00

None

494.26K

AECOM

SOLE

COM

Shares585.46K

TypeSH

Market value$49.66M

4.27%

Sole

53.73K

Shared

0.00

None

531.74K

CHARLES SCHWAB CORP

SOLE

COM

Shares517.12K

TypeSH

Market value$48.60M

4.18%

Sole

46.85K

Shared

0.00

None

470.27K

AMPHENOL CORP NEW CLASS CLASS

SOLE

COM

Shares378.73K

TypeSH

Market value$47.85M

4.12%

Sole

33.67K

Shared

0.00

None

345.05K

MICROSOFT CORP

SOLE

COM

Shares121.80K

TypeSH

Market value$45.09M

3.88%

Sole

9.08K

Shared

0.00

None

112.72K

GE AEROSPACE

SOLE

COM

Shares155.13K

TypeSH

Market value$44.02M

3.79%

Sole

14.77K

Shared

0.00

None

140.36K

PALO ALTO NETWORKS INC

SOLE

COM

Shares264.47K

TypeSH

Market value$42.40M

3.65%

Sole

24.09K

Shared

0.00

None

240.38K

UBER TECHNOLOGIES INC

SOLE

COM

Shares574.94K

TypeSH

Market value$41.36M

3.56%

Sole

54.66K

Shared

0.00

None

520.29K

LINDE PLC F

SOLE

COM

Shares82.72K

TypeSH

Market value$41.01M

3.53%

Sole

6.72K

Shared

0.00

None

76K

GALLAGHER ARTHUR J & CO

SOLE

COM

Shares172.03K

TypeSH

Market value$37.26M

3.20%

Sole

15.92K

Shared

0.00

None

156.12K

INTUITIVE SURGICAL INC

SOLE

COM

Shares79.69K

TypeSH

Market value$36.74M

3.16%

Sole

7.39K

Shared

0.00

None

72.30K

STRYKER CORP

SOLE

COM

Shares111.03K

TypeSH

Market value$36.48M

3.14%

Sole

10.12K

Shared

0.00

None

100.91K

GUIDEWIRE SOFTWARE INC

SOLE

COM

Shares242.04K

TypeSH

Market value$36.20M

3.11%

Sole

22.35K

Shared

0.00

None

219.69K

CRANE CO

SOLE

COM

Shares211.01K

TypeSH

Market value$36.08M

3.10%

Sole

19.51K

Shared

0.00

None

191.50K

TEXAS INSTRS INC

SOLE

COM

Shares185.52K

TypeSH

Market value$36.02M

3.10%

Sole

15.27K

Shared

0.00

None

170.26K

TRANE TECHNOLOGIES PLC F

SOLE

COM

Shares85.97K

TypeSH

Market value$35.83M

3.08%

Sole

7.83K

Shared

0.00

None

78.14K

AMAZON.COM INC

SOLE

COM

Shares171.82K

TypeSH

Market value$35.79M

3.08%

Sole

14.22K

Shared

0.00

None

157.60K

SPX TECHNOLOGIES INC

SOLE

COM

Shares177.22K

TypeSH

Market value$35.43M

3.05%

Sole

16.42K

Shared

0.00

None

160.79K

BROADCOM INC

SOLE

COM

Shares112.18K

TypeSH

Market value$34.72M

2.99%

Sole

7.29K

Shared

0.00

None

104.89K

ARISTA NETWORKS INC

SOLE

COM

Shares272.23K

TypeSH

Market value$33.42M

2.87%

Sole

25.09K

Shared

0.00

None

247.14K

S&P GLOBAL INC

SOLE

COM

Shares72.19K

TypeSH

Market value$30.71M

2.64%

Sole

6.56K

Shared

0.00

None

65.64K

BOOKING HLDGS INC

SOLE

COM

Shares5.51K

TypeSH

Market value$23.21M

2.00%

Sole

422.00

Shared

0.00

None

5.09K

ISHARES 0-3 MONTH TREASURY BON

SOLE

COM

Shares130.70K

TypeSH

Market value$13.16M

1.13%

Sole

192.00

Shared

0.00

None

130.50K

APPLE INC

SOLE

COM

Shares45.68K

TypeSH

Market value$11.59M

1.00%

Sole

82.00

Shared

0.00

None

45.59K

Issuer	Class	Shares	Type	Value / Portfolio %	Voting — Sole	None
STATE STREET SPDR BLOOMBERG 1-SOLE	COM	1.26M	SH	$115.13M 9.90%	9.23K	1.25M
SERVICENOW INCSOLE	COM	544.63K	SH	$56.94M 4.90%	50.37K	494.26K
AECOMSOLE	COM	585.46K	SH	$49.66M 4.27%	53.73K	531.74K
CHARLES SCHWAB CORPSOLE	COM	517.12K	SH	$48.60M 4.18%	46.85K	470.27K
AMPHENOL CORP NEW CLASS CLASSSOLE	COM	378.73K	SH	$47.85M 4.12%	33.67K	345.05K
MICROSOFT CORPSOLE	COM	121.80K	SH	$45.09M 3.88%	9.08K	112.72K
GE AEROSPACESOLE	COM	155.13K	SH	$44.02M 3.79%	14.77K	140.36K
PALO ALTO NETWORKS INCSOLE	COM	264.47K	SH	$42.40M 3.65%	24.09K	240.38K
UBER TECHNOLOGIES INCSOLE	COM	574.94K	SH	$41.36M 3.56%	54.66K	520.29K
LINDE PLC FSOLE	COM	82.72K	SH	$41.01M 3.53%	6.72K	76K
GALLAGHER ARTHUR J & COSOLE	COM	172.03K	SH	$37.26M 3.20%	15.92K	156.12K
INTUITIVE SURGICAL INCSOLE	COM	79.69K	SH	$36.74M 3.16%	7.39K	72.30K
STRYKER CORPSOLE	COM	111.03K	SH	$36.48M 3.14%	10.12K	100.91K
GUIDEWIRE SOFTWARE INCSOLE	COM	242.04K	SH	$36.20M 3.11%	22.35K	219.69K
CRANE COSOLE	COM	211.01K	SH	$36.08M 3.10%	19.51K	191.50K
TEXAS INSTRS INCSOLE	COM	185.52K	SH	$36.02M 3.10%	15.27K	170.26K
TRANE TECHNOLOGIES PLC FSOLE	COM	85.97K	SH	$35.83M 3.08%	7.83K	78.14K
AMAZON.COM INCSOLE	COM	171.82K	SH	$35.79M 3.08%	14.22K	157.60K
SPX TECHNOLOGIES INCSOLE	COM	177.22K	SH	$35.43M 3.05%	16.42K	160.79K
BROADCOM INCSOLE	COM	112.18K	SH	$34.72M 2.99%	7.29K	104.89K
ARISTA NETWORKS INCSOLE	COM	272.23K	SH	$33.42M 2.87%	25.09K	247.14K
S&P GLOBAL INCSOLE	COM	72.19K	SH	$30.71M 2.64%	6.56K	65.64K
BOOKING HLDGS INCSOLE	COM	5.51K	SH	$23.21M 2.00%	422.00	5.09K
ISHARES 0-3 MONTH TREASURY BONSOLE	COM	130.70K	SH	$13.16M 1.13%	192.00	130.50K
APPLE INCSOLE	COM	45.68K	SH	$11.59M 1.00%	82.00	45.59K

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