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Sandhill Capital Partners LLC
hedge fundUpdated 28 days agoManaged by Sandhill Capital Partners Llc • Latest filing Q2 2026
Portfolio value
$1.2B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
3.7%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $1B |
| Q2 2023 | $1.1B |
| Q3 2023 | $1.1B |
| Q4 2023 | $1.2B |
| Q1 2024 | $1.2B |
| Q2 2024 | $1.3B |
| Q3 2024 | $1.4B |
| Q4 2024 | $1.3B |
| Q1 2025 | $1.2B |
| Q2 2025 | $1.4B |
| Q3 2025 | $1.4B |
| Q4 2025 | $1.4B |
| Q1 2026 | $1.2B |
| Q2 2026 | $1.2B |
Top holdings
98 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S STT-PG STATE STREET SPDR BLOOMBERG 1- | $100.2M | 1.09M | 8.15% | — |
| 2 | A APH AMPHENOL CORP NEW CLASS A | $58.2M | 330.3K | 4.73% | — |
| 3 | G GE GE AEROSPACE | $53M | 141.7K | 4.30% | — |
| 4 | T TXN TEXAS INSTRS INC | $51.3M | 172.0K | 4.17% | — |
| 5 | S SYK STRYKER CORP | $49.5M | 157.3K | 4.03% | — |
| 6 | P PANW PALO ALTO NETWORKS INC | $48.2M | 141.3K | 3.92% | — |
| 7 | S SCHW-PJ CHARLES SCHWAB CORP | $43.8M | 474.7K | 3.56% | — |
| 8 | M MSFT MICROSOFT CORP | $42.5M | 114.0K | 3.46% | — |
| 9 | N NOW SERVICENOW INC | $41.6M | 418.8K | 3.38% | — |
| 10 | F FSS FEDERAL SIGNAL CORP | $40.8M | 317.4K | 3.32% | — |
| 11 | C CR CRANE CO | $40.8M | 182.7K | 3.31% | — |
| 12 | S SPXC SPX TECHNOLOGIES INC | $39.8M | 162.4K | 3.24% | — |
| 13 | L LIN LINDE PLC F | $39.7M | 76.6K | 3.23% | — |
| 14 | F FPS FORGENT PWR SOLUTION CLASS A | $39.7M | 709.9K | 3.22% | — |
| 15 | G GWRE GUIDEWIRE SOFTWARE INC | $39.1M | 317.7K | 3.18% | — |
| 16 | T TT TRANE TECHNOLOGIES PLC F | $38.6M | 78.5K | 3.14% | — |
| 17 | A AMZN AMAZON.COM INC | $38.5M | 161.7K | 3.13% | — |
| 18 | A ANET ARISTA NETWORKS INC | $38.3M | 225.2K | 3.11% | — |
| 19 | A AVGO BROADCOM INC | $38.2M | 101.0K | 3.10% | — |
| 20 | U UBER UBER TECHNOLOGIES INC | $38M | 526.9K | 3.09% | — |