Investor Details
| Filer Name: | SANDHILL CAPITAL PARTNERS LLC |
|---|---|
| CIK: | 1556245 |
| Period: | 2024-12-31 |
| Filed At: | 2025-02-13 |
| Number of Holdings: | 95 |
| Portfolio Value: | $1.28B |
Sandhill Capital Partners Llc Top Holdings
| Ticker | Exchange | Security | Shares | Value | % of Portfolio | Position Change | Put/Call |
|---|---|---|---|---|---|---|---|
| BIL | US | SPDR BLOOMBERG 1-3 MONTH T-B | 1,051,661 | $96M | 7.54% | -10.2% | - |
| PANW | US | PALO ALTO NETWORKS INC | 424,601 | $77M | 6.06% | 86.7% | - |
| NOW | US | SERVICENOW INC | 68,576 | $73M | 5.70% | -6.8% | - |
| ISRG | US | INTUITIVE SURGICAL INC | 129,733 | $68M | 5.31% | -6.8% | - |
| CDNS | US | CADENCE DESIGN SYS INC | 192,526 | $58M | 4.53% | -6.5% | - |
| TYL | US | TYLER TECHNOLOGIES INC | 93,909 | $54M | 4.25% | -6.7% | - |
| USB | US | US BANCORP | 1,078,575 | $52M | 4.04% | -6.7% | - |
| GE | US | GENERAL ELECTRIC | 307,210 | $51M | 4.02% | -6.3% | - |
| HUBB | US | HUBBELL INC | 115,176 | $48M | 3.78% | -6.5% | - |
| SCHW | US | SCHWAB (CHARLES) CORP | 603,216 | $45M | 3.50% | -23.4% | - |
| UBER | US | UBER TECHNOLOGIES INC | 717,210 | $43M | 3.39% | -6.3% | - |
| SPXC | US | SPX TECHNOLOGIES INC | 286,000 | $42M | 3.26% | -6.6% | - |
| SPGI | US | S&P GLOBAL INC | 83,089 | $41M | 3.24% | -6.2% | - |
| SITE | US | SITEONE LANDSCAPE SUPPLY INC | 309,155 | $41M | 3.19% | -13.5% | - |
| APH | US | AMPHENOL CORP-CL A | 581,800 | $40M | 3.17% | -6.3% | - |
| LIN | US | LINDE PLC | 91,559 | $38M | 3.01% | -5.3% | - |
| ACM | US | AECOM | 345,750 | $37M | 2.90% | 100.0% | - |
| ILMN | US | ILLUMINA INC | 262,927 | $35M | 2.75% | -6.6% | - |
| LFUS | US | LITTELFUSE INC | 149,105 | $35M | 2.75% | -5.9% | - |
| BKNG | US | BOOKING HOLDINGS INC | 6,225 | $31M | 2.42% | -7.1% | - |