SANDHILL CAPITAL PARTNERS LLC
Latest 13F filing data - Q1 2026
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | ACM | 585K | $49.66M |
 | UBER | 575K | $41.36M |
 | NOW | 545K | $56.94M |
 | SCHW | 517K | $48.60M |
 | APH | 379K | $47.85M |
 | ANET | 272K | $33.42M |
 | PANW | 264K | $42.40M |
 | GWRE | 242K | $36.20M |
 | CR | 211K | $36.08M |
 | TXN | 186K | $36.02M |
 | SPXC | 177K | $35.43M |
 | AJG | 172K | $37.26M |
 | AMZN | 172K | $35.79M |
 | GE | 155K | $44.02M |
 | USB | 129K | $6.69M |
 | MSFT | 122K | $45.09M |
 | AVGO | 112K | $34.72M |
 | SYK | 111K | $36.48M |
 | TT | 86K | $35.83M |
 | LIN | 83K | $41.01M |
Aecom
ACM
Shares Held
585K
Value
$49.66M
Uber Technologies, Inc.
UBER
Shares Held
575K
Value
$41.36M
ServiceNow, Inc.
NOW
Shares Held
545K
Value
$56.94M
The Charles Schwab Corporation
SCHW
Shares Held
517K
Value
$48.60M
Amphenol Corporation
APH
Shares Held
379K
Value
$47.85M
Arista Networks, Inc.
ANET
Shares Held
272K
Value
$33.42M
Palo Alto Networks, Inc.
PANW
Shares Held
264K
Value
$42.40M
Guidewire Software, Inc.
GWRE
Shares Held
242K
Value
$36.20M
Crane Company
CR
Shares Held
211K
Value
$36.08M
Texas Instruments Incorporated
TXN
Shares Held
186K
Value
$36.02M
SPX Technologies, Inc.
SPXC
Shares Held
177K
Value
$35.43M
Arthur J. Gallagher & Co.
AJG
Shares Held
172K
Value
$37.26M
Amazon.com, Inc.
AMZN
Shares Held
172K
Value
$35.79M
GE Aerospace
GE
Shares Held
155K
Value
$44.02M
U.S. Bancorp
USB
Shares Held
129K
Value
$6.69M
Microsoft Corporation
MSFT
Shares Held
122K
Value
$45.09M
Broadcom Inc.
AVGO
Shares Held
112K
Value
$34.72M
Stryker Corporation
SYK
Shares Held
111K
Value
$36.48M
Trane Technologies plc
TT
Shares Held
86K
Value
$35.83M
Linde plc
LIN
Shares Held
83K
Value
$41.01M