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SCP
Sandhill Capital Partners Portfolio holdings
AUM
$1.16B
1-Year Est. Return
12.37%
This Fund
S&P 500
1 Year Est. Return
+12.37%
AUM
$1.16B
AUM Growth
-$241M
(-17%)
Holding
112
Top Buys
| 1 | +$39.9M | |
| 2 | +$39.4M | |
| 3 | +$33.4M | |
| 4 |
Texas Instruments
TXN
|
+$32.8M |
| 5 |
ServiceNow
NOW
|
+$25.6M |
Top Sells
| 1 | +$53M | |
| 2 | +$45.5M | |
| 3 | +$45.5M | |
| 4 |
Cadence Design Systems
CDNS
|
+$40.4M |
| 5 |
TTAN
ServiceTitan Inc
TTAN
|
+$36.6M |
Sector Composition
| 1 | Technology | 34.04% |
| 2 | Industrials | 19.61% |
| 3 | Financials | 13.86% |
| 4 | Healthcare | 7.84% |
| 5 | Consumer Discretionary | 5.93% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
101
VanEck Bitcoin Trust
HODL
$1.05B
| – | – |
-8,416
|
|
||
102
IBM
IBM
$234B
| – | – |
-745
|
|
||
103
Intel
INTC
$673B
| – | – |
-20,696
|
|
||
104
L3Harris
LHX
$54.9B
| – | – |
-1,800
|
|
||
105
Mastercard
MA
$433B
| – | – |
-400
|
|
||
106
SiteOne Landscape Supply
SITE
$4.88B
| – | – |
-126,212
|
|
||
107
State Street SPDR S&P 500 ETF Trust
SPY
$788B
| – | – |
-16,910
|
|
||
108
Tesla
TSLA
$1.5T
| – | – |
-1,823
|
|
||
109
Tyler Technologies
TYL
$11.5B
| – | – |
-100,135
|
|
||
|
TTAN
110
ServiceTitan Inc
TTAN
$6.13B
| – | – |
-343,650
|
|