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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
BIL icon
1
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
$46.9B
$126M 9.05%
1,373,487
+47,828
+4% +$4.38M
PANW icon
2
Palo Alto Networks
PANW
$285B
$85.6M 6.15%
418,402
+1,924
+0.5% +$357K
GE icon
3
GE Aerospace
GE
$399B
$76.5M 5.49%
297,030
-4,559
-2% -$1M
NOW icon
4
ServiceNow
NOW
$118B
$69.8M 5.01%
339,315
+2,705
+0.8% +$510K
ISRG icon
5
Intuitive Surgical
ISRG
$133B
$64.2M 4.61%
118,093
+808
+0.7% +$422K
APH icon
6
Amphenol
APH
$214B
$63.1M 4.53%
638,691
+2,368
+0.4% +$194K
UBER icon
7
Uber
UBER
$141B
$61.6M 4.42%
660,083
-23,196
-3% -$1.91M
ACM icon
8
Aecom
ACM
$9.67B
$55.3M 3.97%
489,936
+958
+0.2% +$99.5K
SCHW
9
Charles Schwab
SCHW
$188B
$54.3M 3.9%
595,557
+2,942
+0.5% +$246K
TYL icon
10
Tyler Technologies
TYL
$12.4B
$53.4M 3.84%
90,097
+731
+0.8% +$414K
SPXC icon
11
SPX Corp
SPXC
$11B
$47.6M 3.42%
284,051
+1,927
+0.7% +$282K
HUBB icon
12
Hubbell
HUBB
$27.5B
$46.5M 3.34%
113,787
+369
+0.3% +$137K
USB icon
13
US Bancorp
USB
$101B
$45.7M 3.28%
1,010,087
+10,725
+1% +$451K
SPGI icon
14
S&P Global
SPGI
$120B
$43.5M 3.12%
82,472
+591
+0.7% +$295K
LIN icon
15
Linde
LIN
$228B
$43.3M 3.11%
92,228
+1,209
+1% +$552K
TT icon
16
Trane Technologies
TT
$107B
$41.9M 3.01%
95,749
+182
+0.2% +$71.8K
CDNS icon
17
Cadence Design Systems
CDNS
$92.9B
$41.1M 2.95%
133,347
-56,082
-30% -$16.3M
ANET icon
18
Arista Networks
ANET
$245B
$39.8M 2.86%
389,433
+136,602
+54% +$11.8M
BKNG icon
19
Booking.com
BKNG
$158B
$35.8M 2.57%
154,450
+1,400
+0.9% +$287K
SITE icon
20
SiteOne Landscape Supply
SITE
$4.4B
$34.3M 2.47%
283,855
-21,162
-7% -$2.5M
DHR icon
21
Danaher
DHR
$139B
$28.9M 2.07%
146,121
-3,365
-2% -$653K
GWRE icon
22
Guidewire Software
GWRE
$13B
$24.4M 1.75%
+103,673
New +$22.3M
AVGO icon
23
Broadcom
AVGO
$1.99T
$14.1M 1.01%
50,981
-103
-0.2% -$22.4K
MSFT icon
24
Microsoft
MSFT
$3.68T
$13.6M 0.98%
27,390
+28
+0.1% +$12.2K
CR icon
25
Crane Co
CR
$13B
$11.6M 0.83%
+61,072
New +$10.1M
1
2 3 4

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FP
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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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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.