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SCP

Sandhill Capital Partners Portfolio holdings

AUM $1.16B
1-Year Est. Return 12.37%
This Fund
S&P 500
This Quarter Est. Return
+17.09%
1 Year Est. Return
+12.37%
3 Year Est. Return
+56.48%
5 Year Est. Return
+73.2%
10 Year Est. Return
+460.75%
AUM
$1.39B
AUM Growth
+$176M
Cap. Flow
-$2.35M
Cap. Flow %
-0.17%
Top 10 Hldgs %
50.98%
Holding
105
New
12
Increased
41
Reduced
24
Closed
4

Top Buys

Rank Stock Value
1
GWRE icon
Guidewire Software
GWRE
+$22.3M
2
ANET icon
Arista Networks
ANET
+$11.8M
3
CR icon
Crane Co
CR
+$10.1M
4
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$9.76M
5
V icon
Visa
V
+$4.76M

Top Sells

Rank Stock Value
1
LFUS icon
Littelfuse
LFUS
+$29.1M
2
CDNS icon
Cadence Design Systems
CDNS
+$16.3M
3
ZTS icon
Zoetis
ZTS
+$14.4M
4
NKE icon
Nike
NKE
+$3.62M
5
TFC icon
Truist Financial
TFC
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 35.8%
2 Industrials 24.19%
3 Financials 12.84%
4 Healthcare 7.9%
5 Consumer Discretionary 3.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
INTU icon
76
Intuit
INTU
$88.1B
$391K 0.03%
497
– –
EXR icon
77
Extra Space Storage
EXR
$31.6B
$382K 0.03%
2,588
– –
IGIB icon
78
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.6B
$354K 0.03%
6,646
+2,651
+66% +$138K
GLD icon
79
SPDR Gold Trust
GLD
$138B
$342K 0.02%
1,121
+163
+17% +$49.4K
URI icon
80
United Rentals
URI
$72.4B
$341K 0.02%
452
– –
GGG icon
81
Graco
GGG
$13.5B
$330K 0.02%
3,842
– –
HON icon
82
Honeywell
HON
$76.3B
$328K 0.02%
1,493
-1,105
-43% -$224K
VCLT icon
83
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.84B
$314K 0.02%
4,143
– –
DIS icon
84
Walt Disney
DIS
$181B
$288K 0.02%
2,326
-600
-21% -$62.3K
LQD icon
85
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.9B
$265K 0.02%
2,415
+3
+0.1% +$322
AVUS icon
86
Avantis US Equity ETF
AVUS
$14.3B
$250K 0.02%
+2,482
New +$232K
HODL icon
87
VanEck Bitcoin Trust
HODL
$1.07B
$242K 0.02%
+7,956
New +$222K
PGR icon
88
Progressive
PGR
$125B
$230K 0.02%
862
– –
GBTC icon
89
Grayscale Bitcoin Trust
GBTC
$9.68B
$222K 0.02%
+2,612
New +$203K
IBM icon
90
IBM
IBM
$220B
$215K 0.02%
+730
New +$188K
GOOGL icon
91
Alphabet (Google) Class A
GOOGL
$4.38T
$214K 0.02%
+1,213
New +$199K
TFC icon
92
Truist Financial
TFC
$64.2B
$205K 0.01%
4,766
-77,611
-94% -$3.04M
PH icon
93
Parker-Hannifin
PH
$135B
$200K 0.01%
+287
New +$181K
LAR
94
Lithium Argentina AG
LAR
$1.08B
$29.2K ﹤0.01%
14,048
+311
+2% +$619
GANX icon
95
Gain Therapeutics
GANX
$75.9M
$27.7K ﹤0.01%
15,400
– –
IWM icon
96
iShares Russell 2000 ETF
IWM
$82.1B
– –
-1,138
Closed -$227K
LFUS icon
97
Littelfuse
LFUS
$11.7B
– –
-147,975
Closed -$29.1M
NKE icon
98
Nike
NKE
$62.3B
– –
-57,099
Closed -$3.62M
1 2 3
4

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AC
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BI
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SFG
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BONST
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FFP
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MI
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OCAI
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Sandhill Capital Partners's Q2 2025 Portfolio in Review

As of Q2 2025, Sandhill Capital Partners held 105 positions worth $1.39B, up 14% from $1.22B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Sandhill Capital Partners's Q2 2025 filing shows 12 new, 41 increased, 24 reduced and 4 closed positions. Its largest new stake was Guidewire Software: 103,673 shares worth $24.4M. The largest sale was Littelfuse, an estimated $29.1M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, up from 34% a quarter earlier, followed by Industrials and Financials.

  • Sandhill Capital Partners's largest Q2 2025 buy was Guidewire Software: 103,673 shares worth $24.4M.
  • Sandhill Capital Partners added most to Arista Networks in Q2 2025, an estimated $11.8M increase.
  • Sandhill Capital Partners's biggest Q2 2025 reduction was Cadence Design Systems, cutting an estimated $16.3M.
  • Sandhill Capital Partners fully exited Littelfuse in Q2 2025, selling an estimated $29.1M.
  • Sandhill Capital Partners's ten largest holdings make up 51% of its $1.39B portfolio in Q2 2025.
  • Sandhill Capital Partners opened 12 new positions and closed 4 in Q2 2025.
  • Sandhill Capital Partners's portfolio value rose 14% quarter-over-quarter to $1.39B.

Based on Sandhill Capital Partners's 13F filing for Q2 2025, filed 12 Aug 2025.