SC

Sandhill Capital Partners LLC

13F
Sandhill Capital Partners LLC
Last update 2025-05-14 93 Stocks (9 new)
Value $1.22 Bil Turnover 9 %
Countries:
Top Holdings: BIL(10.00%)PANW(5.84%)GE(4.96%)ISRG(4.78%)NOW(4.41%)
Summary Stock Picks Current Portfolio
Sandhill Capital Partners LLC Top Holdings of 2025-03-31 View Full List
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
+1.05%
+1.66%
45,518.4
 
PANW 		Palo Alto Networks Inc
416,478
71,067.8
-1.91%
5.840
-0.12%
0.060
-2.24%
+2.63%
124,524.9
Software
GE 		GE Aerospace
301,589
60,363.1
-1.83%
4.960
-0.07%
0.030
+16.71%
+39.83%
248,244.1
Aerospace & Defense
ISRG 		Intuitive Surgical Inc
117,285
58,087.9
-9.60%
4.780
-0.51%
0.030
-8.83%
+3.37%
193,381.0
Medical Devices & Instruments
NOW 		ServiceNow Inc
67,322
53,597.8
-1.83%
4.410
-0.10%
0.030
+7.03%
-5.26%
207,887.4
Software
TYL 		Tyler Technologies Inc
89,366
51,956.7
-4.84%
4.270
-0.21%
0.210
-8.00%
-1.84%
24,408.8
Software
UBER 		Uber Technologies Inc
683,279
49,783.7
-4.73%
4.090
-0.16%
0.030
+11.23%
+45.47%
183,500.0
Software
CDNS 		Cadence Design Systems Inc
189,429
48,177.5
-1.61%
3.960
-0.07%
0.070
+22.13%
+5.01%
86,147.5
Software
SCHW 		Charles Schwab Corp
592,615
46,389.9
-1.76%
3.810
-0.06%
0.030
+9.00%
+18.86%
158,803.2
Capital Markets
ACM 		AECOM
488,978
45,342.9
+41.43%
3.730
+1.09%
0.370
+10.64%
+1.26%
14,235.5
Construction

Sandhill Capital Partners LLC's Historical Top Holdings Breakdowns

Sandhill Capital Partners LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
ILMN 		Illumina Inc2025-03-31Sold Out
-2.75%
●
79.34 ($108.24) 144.22
$80.37
-25.75%
Sold Out
0
-262,927
TT 		Trane Technologies PLC2025-03-31New Buy
+2.65%
●
332 ($361.35) 400.86
$423.29
17.14%
New holding
95,567
95,567
TECH 		Bio-Techne Corp2025-03-31Sold Out
-2.37%
●
58.47 ($67.77) 78.75
$46.78
-30.97%
Sold Out
0
-420,215
BIL 		SPDR Bloomberg 1-3 Month T-Bill ETF2025-03-31Add
+2.07%
●
91.45 ($91.59) 91.75
$91.69
0.11%
Add 26.05%
1,325,659
273,998
ANET 		Arista Networks Inc2025-03-31New Buy
+1.61%
●
77.48 ($101.39) 129.82
$91.20
-10.05%
New holding
252,831
252,831
ACM 		AECOM2025-03-31Add
+1.09%
●
92.54 ($101.44) 111.05
$107.60
6.07%
Add 41.43%
488,978
143,228
CSGP 		CoStar Group Inc2025-03-31Sold Out
-1.07%
●
69.29 ($76.08) 80.37
$73.99
-2.75%
Sold Out
0
-190,371
DHR 		Danaher Corp2025-03-31Add
+0.86%
●
201.62 ($218.33) 250.59
$184.54
-15.48%
Add 51.73%
149,486
50,966
TMDX 		TransMedics Group Inc2025-03-31Reduce
-0.85%
●
56.73 ($68.78) 79.42
$124.25
80.65%
Reduce -97.96%
3,627
-174,383
ISRG 		Intuitive Surgical Inc2025-03-31Reduce
-0.51%
●
476.78 ($553.02) 610.45
$539.54
-2.44%
Reduce -9.6%
117,285
-12,448

Sandhill Capital Partners LLC Total Holding History ($B)

To

Sandhill Capital Partners LLC's Asset Allocation

To

Sandhill Capital Partners LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

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

Size field:

Sandhill Capital Partners LLC's Holdings Bubble Chart

Sandhill Capital Partners LLC News

  • 1

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