SANDHILL CAPITAL PARTNERS LLC
Latest 13F filing data - Q3 2025
Holdings (Top positions)
| Stock | Ticker | ||
|---|---|---|---|
 | USB | 994K | $48.03M |
 | UBER | 655K | $64.21M |
 | APH | 632K | $78.24M |
 | SCHW | 589K | $56.24M |
 | ACM | 487K | $63.51M |
 | PANW | 415K | $84.41M |
 | ANET | 387K | $56.43M |
 | SPXC | 282K | $52.68M |
 | TTAN | 268K | $27.06M |
 | SITE | 244K | $31.46M |
 | GE | 197K | $59.12M |
 | GMGI | 173K | $195.50K |
 | CDNS | 132K | $46.50M |
 | ISRG | 118K | $52.63M |
 | DHR | 117K | $23.28M |
 | HUBB | 113K | $48.63M |
 | AJG | 108K | $33.53M |
 | GWRE | 103K | $23.75M |
 | TT | 97K | $40.95M |
 | CR | 95K | $17.56M |
U.S. Bancorp
USB
Shares Held
994K
Value
$48.03M
Uber Technologies, Inc.
UBER
Shares Held
655K
Value
$64.21M
Amphenol Corporation
APH
Shares Held
632K
Value
$78.24M
The Charles Schwab Corporation
SCHW
Shares Held
589K
Value
$56.24M
Aecom
ACM
Shares Held
487K
Value
$63.51M
Palo Alto Networks, Inc.
PANW
Shares Held
415K
Value
$84.41M
Arista Networks, Inc.
ANET
Shares Held
387K
Value
$56.43M
SPX Technologies, Inc.
SPXC
Shares Held
282K
Value
$52.68M
ServiceTitan, Inc.
TTAN
Shares Held
268K
Value
$27.06M
SiteOne Landscape Supply, Inc.
SITE
Shares Held
244K
Value
$31.46M
GE Aerospace
GE
Shares Held
197K
Value
$59.12M
Golden Matrix Group, Inc.
GMGI
Shares Held
173K
Value
$195.50K
Cadence Design Systems, Inc.
CDNS
Shares Held
132K
Value
$46.50M
Intuitive Surgical, Inc.
ISRG
Shares Held
118K
Value
$52.63M
Danaher Corporation
DHR
Shares Held
117K
Value
$23.28M
Hubbell Incorporated
HUBB
Shares Held
113K
Value
$48.63M
Arthur J. Gallagher & Co.
AJG
Shares Held
108K
Value
$33.53M
Guidewire Software, Inc.
GWRE
Shares Held
103K
Value
$23.75M
Trane Technologies plc
TT
Shares Held
97K
Value
$40.95M
Crane Company
CR
Shares Held
95K
Value
$17.56M