SANDHILL CAPITAL PARTNERS LLC
Latest 13F filing data - Q4 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 957K | $51.08M |
 | UBER | 638K | $52.12M |
 | APH | 613K | $82.82M |
 | SCHW | 573K | $57.24M |
 | ACM | 472K | $45.01M |
 | PANW | 401K | $73.83M |
 | ANET | 376K | $49.30M |
 | TTAN | 344K | $36.60M |
 | NOW | 327K | $50.16M |
 | SPXC | 275K | $54.92M |
 | GWRE | 208K | $41.72M |
 | GE | 192K | $59.01M |
 | AJG | 143K | $36.98M |
 | CDNS | 129K | $40.37M |
 | SITE | 126K | $15.72M |
 | ISRG | 114K | $64.84M |
 | HUBB | 108K | $48.10M |
 | TYL | 100K | $45.46M |
 | TT | 95K | $36.80M |
 | CR | 93K | $17.21M |
U.S. Bancorp
USB
Shares Held
957K
Value
$51.08M
Uber Technologies, Inc.
UBER
Shares Held
638K
Value
$52.12M
Amphenol Corporation
APH
Shares Held
613K
Value
$82.82M
The Charles Schwab Corporation
SCHW
Shares Held
573K
Value
$57.24M
Aecom
ACM
Shares Held
472K
Value
$45.01M
Palo Alto Networks, Inc.
PANW
Shares Held
401K
Value
$73.83M
Arista Networks, Inc.
ANET
Shares Held
376K
Value
$49.30M
ServiceTitan, Inc.
TTAN
Shares Held
344K
Value
$36.60M
ServiceNow, Inc.
NOW
Shares Held
327K
Value
$50.16M
SPX Technologies, Inc.
SPXC
Shares Held
275K
Value
$54.92M
Guidewire Software, Inc.
GWRE
Shares Held
208K
Value
$41.72M
GE Aerospace
GE
Shares Held
192K
Value
$59.01M
Arthur J. Gallagher & Co.
AJG
Shares Held
143K
Value
$36.98M
Cadence Design Systems, Inc.
CDNS
Shares Held
129K
Value
$40.37M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
126K
Value
$15.72M
Intuitive Surgical, Inc.
ISRG
Shares Held
114K
Value
$64.84M
Hubbell Incorporated
HUBB
Shares Held
108K
Value
$48.10M
Tyler Technologies, Inc.
TYL
Shares Held
100K
Value
$45.46M
Trane Technologies plc
TT
Shares Held
95K
Value
$36.80M
Crane Company
CR
Shares Held
93K
Value
$17.21M