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Sandhill Capital Partners LLC13F | |
| Sandhill Capital Partners LLC | |
| Last update 2025-05-14 | 93 Stocks (9 new) |
| Value $1.22 Bil | Turnover 9 % |
Sandhill Capital Partners LLC Top Holdings of 2025-03-31
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 1,325,659 | 121,602.7 | +26.05% | 10.000 | +2.07% | 0.260 | +1.04% | +2.34% | 41,775.8 | ||
PANW | Palo Alto Networks Inc | 416,478 | 71,067.8 | -1.91% | 5.840 | -0.12% | 0.060 | +18.17% | +9.31% | 132,626.5 | Software | |
GE | GE Aerospace | 301,589 | 60,363.1 | -1.83% | 4.960 | -0.07% | 0.030 | +36.30% | +58.57% | 279,531.8 | Aerospace & Defense | |
ISRG | Intuitive Surgical Inc | 117,285 | 58,087.9 | -9.60% | 4.780 | -0.51% | 0.030 | +2.41% | -4.27% | 179,090.9 | Medical Devices & Instruments | |
NOW | ServiceNow Inc | 67,322 | 53,597.8 | -1.83% | 4.410 | -0.10% | 0.030 | +18.26% | -9.34% | 199,088.5 | Software | |
TYL | Tyler Technologies Inc | 89,366 | 51,956.7 | -4.84% | 4.270 | -0.21% | 0.210 | -1.50% | -2.76% | 24,181.1 | Software | |
UBER | Uber Technologies Inc | 683,279 | 49,783.7 | -4.73% | 4.090 | -0.16% | 0.030 | +22.26% | +49.52% | 188,602.5 | Software | |
CDNS | Cadence Design Systems Inc | 189,429 | 48,177.5 | -1.61% | 3.960 | -0.07% | 0.070 | +22.56% | +8.27% | 88,820.6 | Software | |
SCHW | Charles Schwab Corp | 592,615 | 46,389.9 | -1.76% | 3.810 | -0.06% | 0.030 | +22.73% | +29.53% | 173,048.3 | Capital Markets | |
ACM | AECOM | 488,978 | 45,342.9 | +41.43% | 3.730 | +1.09% | 0.370 | +19.64% | +7.18% | 15,034.6 | Construction |
Sandhill Capital Partners LLC's Historical Top Holdings Breakdowns
Sandhill Capital Partners LLC's Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
ILMN | Illumina Inc | 2025-03-31 | Sold Out Sold Out | -2.75% | 79.34 ($108.24) 144.22 | $104.60 | -3.36% | Sold Out | 0 | -262,927 | |
TT | Trane Technologies PLC | 2025-03-31 | New Buy New Buy | +2.65% | 332 ($361.35) 400.86 | $459.95 | 27.29% | New holding | 95,567 | 95,567 | |
TECH | Bio-Techne Corp | 2025-03-31 | Sold Out Sold Out | -2.37% | 58.47 ($67.77) 78.75 | $55.62 | -17.94% | Sold Out | 0 | -420,215 | |
BIL | SPDR Bloomberg 1-3 Month T-Bill ETF | 2025-03-31 | Add Add | +2.07% | 91.45 ($91.59) 91.75 | $91.67 | 0.09% | Add 26.05% | 1,325,659 | 273,998 | |
ANET | Arista Networks Inc | 2025-03-31 | New Buy New Buy | +1.61% | 77.48 ($101.39) 129.82 | $112.80 | 11.25% | New holding | 252,831 | 252,831 | |
ACM | AECOM | 2025-03-31 | Add Add | +1.09% | 92.54 ($101.44) 111.05 | $113.48 | 11.87% | Add 41.43% | 488,978 | 143,228 | |
CSGP | CoStar Group Inc | 2025-03-31 | Sold Out Sold Out | -1.07% | 69.29 ($76.08) 80.37 | $90.30 | 18.69% | Sold Out | 0 | -190,371 | |
DHR | Danaher Corp | 2025-03-31 | Add Add | +0.86% | 201.62 ($218.33) 250.59 | $198.16 | -9.24% | Add 51.73% | 149,486 | 50,966 | |
TMDX | TransMedics Group Inc | 2025-03-31 | Reduce Reduce | -0.85% | 56.73 ($68.78) 79.42 | $110.58 | 60.77% | Reduce -97.96% | 3,627 | -174,383 | |
ISRG | Intuitive Surgical Inc | 2025-03-31 | Reduce Reduce | -0.51% | 476.78 ($553.02) 610.45 | $499.67 | -9.65% | Reduce -9.6% | 117,285 | -12,448 |
Sandhill Capital Partners LLC Total Holding History ($B)
Sandhill Capital Partners LLC's Asset Allocation
Sandhill Capital Partners LLC Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
Top Ranked Articles
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Sandhill Capital Partners LLC's Hypothetical Growth since 2025-03-31
Sandhill Capital Partners LLC's Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
Sandhill Capital Partners LLC's Holdings Heat Map
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Sandhill Capital Partners LLC's Holdings Bubble Chart
Sandhill Capital Partners LLC News
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