Sandhill Capital Partners LLC
•CIK: 1556245•Filing: Q4 2025
**Sandhill Capital Partners LLC** manages $1.4B across a portfolio of 104 positions. The firm maintains significant exposure to technology and industrials, highlighted by top holdings including BCS at $90.5M and APH at $82.8M. Notable allocations also include PANW ($73.8M), ISRG ($64.8M), and GE ($59.0M). This concentration suggests a focused, conviction-driven approach across diverse growth sectors.
Total AUM
$1.4B
QoQ Performance
-2.0%
Positions
104
Top 10 Concentration
45.3%
Latest Filing
Q4 2025
Top Holdings Allocation
ST S
APH
PANW
ST6.4%
APH5.9%
PANW5.3%
INTUITIVE4.6%
GE4.2%
SCHW4.1%
SPX3.9%
UBER3.7%
📈 Biggest Buys
—
SERVICENOW INC
+384.4%
3.6% of portfolio
—
GUIDEWIRE SOFTWARE INC
+100.8%
3.0% of portfolio
—
ISHARES 0-3 MONTH TREASURY BON
+103.5%
1.7% of portfolio
—
STATE STREET SPDR S&P 500 TRUS
NEW
0.8% of portfolio
AJG
GALLAGHER ARTHUR J & CO
+32.0%
2.6% of portfolio
📉 Biggest Sells
Sector Breakdown
Other83.8%
Industrial4.9%
Financial4.7%
Technology3.7%
Consumer1.1%
Healthcare1.1%
Consumer Staples0.4%
ETF0.3%
🚪 Exited Positionssold since Q3 2025
—
TRANSMEDICS GROUP INC
SOLD
$300.0K
—
D R HORTON INC
SOLD
$216.8K
—
GOLDEN MATRIX GROUP INC
SOLD
$195.5K
—
WEALTH MINERALS LTD F
SOLD
$1.9K
+1 more exited positions
Changes from Q3 2025
NEW3 new positions
↑31 increased
↓47 decreased
Historical Filings
Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023