§ 13F · FUND PROFILE
Sandhill Capital Partners LLC.
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $1392.1T (13F)Positions · 101Turnover · — · Q4Filed · Feb 12, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$1403.9T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 12, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | — | ST STERT SPDR BLMBG 1 3 MN T B | 991K | $90.5T | 6.4% | NEW |
| 2 | APH | AMPHENOL CORP NEW CLASS CLASS | 613K | $82.8T | 5.9% | NEW |
| 3 | PANW | PALO ALTO NETWORKS INC | 401K | $73.8T | 5.3% | NEW |
| 4 | ISRG | INTUITIVE SURGICAL INC | 114K | $64.8T | 4.6% | NEW |
| 5 | GE | GE AEROSPACE | 192K | $59.0T | 4.2% | NEW |
| 6 | SCHW | CHARLES SCHWAB CORP | 573K | $57.2T | 4.1% | NEW |
| 7 | SPXC | SPX TECHNOLOGIES INC | 275K | $54.9T | 3.9% | NEW |
| 8 | UBER | UBER TECHNOLOGIES INC | 638K | $52.1T | 3.7% | NEW |
| 9 | USB | US BANCORP DEL | 957K | $51.1T | 3.6% | NEW |
| 10 | NOW | SERVICENOW INC | 327K | $50.2T | 3.6% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SANDHILL SIGNAL
AC read
Sandhill Capital Partners LLC is a Other fund managing $1392098.7 trillion in assets. The fund runs a portfolio of 101 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
1 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q2 2025
Steady book
+0 buys · −0 exits · 0 changed
Q1 2025
Steady book
+0 buys · −0 exits · 0 changed