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Size ($ in 1000's)
At 12/31/2023: $1,203,474 At 09/30/2023: $1,066,610
Sandhill Capital Partners LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Sandhill Capital Partners LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the Sandhill Capital Partners LLC top holdings by largest position size, as per the latest 13f filing made by Sandhill Capital Partners LLC.
In the Sandhill Capital Partners LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Sandhill Capital Partners LLC in that top holding, then the share count change between reporting periods, and finally the Sandhill Capital Partners LLC top holding position size
for that row.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
SPDR BLOOMBERG 1 3 MNTH T BLL (BIL) |
1,372,439 |
+936,339 |
$125,427 | BIL | 1,372,439 | +936,339 | $125,427 | PALO ALTO NETWORKS INC |
228,418 |
-42,103 |
$67,356 | PANW | 228,418 | -42,103 | $67,356 | TRANSMEDICS GROUP INC |
763,201 |
+30,591 |
$60,239 | TMDX | 763,201 | +30,591 | $60,239 | SERVICENOW INC |
76,367 |
-15,851 |
$53,952 | NOW | 76,367 | -15,851 | $53,952 | BIO TECHNE CORP |
690,699 |
+77,638 |
$53,294 | TECH | 690,699 | +77,638 | $53,294 | INTUITIVE SURGICAL INC NEW |
156,914 |
+446 |
$52,937 | ISRG | 156,914 | +446 | $52,937 | U S BANCORP DE NEW |
1,182,616 |
+137,729 |
$51,184 | USB | 1,182,616 | +137,729 | $51,184 | SCHWAB CHARLES CORP NEW |
738,600 |
+114,096 |
$50,816 | SCHW | 738,600 | +114,096 | $50,816 | LITTELFUSE INC |
189,089 |
+626 |
$50,593 | LFUS | 189,089 | +626 | $50,593 | TYLER TECHNOLOGIES INC |
111,725 |
-77 |
$46,715 | TYL | 111,725 | -77 | $46,715 | S&P GLOBAL INC |
103,460 |
-20,071 |
$45,576 | SPGI | 103,460 | -20,071 | $45,576 | LINDE PLC NEW |
104,436 |
-24,540 |
$42,893 | LIN | 104,436 | -24,540 | $42,893 | SITEONE LANDSCAPE SUPPLY |
258,480 |
+1,796 |
$42,003 | SITE | 258,480 | +1,796 | $42,003 | UBER TECHNOLOGIES INC |
616,355 |
+134,464 |
$37,949 | UBER | 616,355 | +134,464 | $37,949 | AMPHENOL CORP CLASS |
371,608 |
+2,206 |
$36,838 | APH | 371,608 | +2,206 | $36,838 | ZIMMER BIOMET HOLDINGS INC |
286,694 |
-56,556 |
$34,891 | ZBH | 286,694 | -56,556 | $34,891 | ADOBE INC |
55,469 |
-12,706 |
$33,093 | ADBE | 55,469 | -12,706 | $33,093 | GRACO INC |
370,601 |
-4,849 |
$32,153 | GGG | 370,601 | -4,849 | $32,153 | BOOKING HOLDINGS INC |
8,887 |
-46 |
$31,524 | BKNG | 8,887 | -46 | $31,524 | COSTAR GROUP INC |
339,446 |
+5,465 |
$29,664 | CSGP | 339,446 | +5,465 | $29,664 | DANAHER CORP |
117,567 |
+2,725 |
$27,198 | DHR | 117,567 | +2,725 | $27,198 | ZOETIS INC CL A |
132,606 |
+2,666 |
$26,173 | ZTS | 132,606 | +2,666 | $26,173 | TELEDYNE TECHNOLOGIES INC |
47,137 |
+47,137 |
$21,037 | TDY | 47,137 | +47,137 | $21,037 | MICROSOFT CORP |
27,835 |
-556 |
$10,467 | MSFT | 27,835 | -556 | $10,467 | APPLE INC |
45,295 |
-987 |
$8,721 | AAPL | 45,295 | -987 | $8,721 | BROADCOM INC |
5,845 |
-653 |
$6,524 | AVGO | 5,845 | -653 | $6,524 | BLACKROCK INC |
6,887 |
-673 |
$5,591 | BLK | 6,887 | -673 | $5,591 | PROCTER & GAMBLE |
38,084 |
-2,909 |
$5,581 | PG | 38,084 | -2,909 | $5,581 | JPMORGAN CHASE & CO |
30,972 |
-3,332 |
$5,268 | JPM | 30,972 | -3,332 | $5,268 | WASTE MANAGEMENT INC |
27,649 |
-3,261 |
$4,952 | WM | 27,649 | -3,261 | $4,952 | HOME DEPOT INC |
14,260 |
-1,305 |
$4,942 | HD | 14,260 | -1,305 | $4,942 | CATERPILLAR INC |
16,577 |
-1,678 |
$4,901 | CAT | 16,577 | -1,678 | $4,901 | MCDONALDS CORP |
16,225 |
-1,417 |
$4,811 | MCD | 16,225 | -1,417 | $4,811 | BOEING CO |
18,117 |
-2,646 |
$4,722 | BA | 18,117 | -2,646 | $4,722 | CHEVRON CORP |
31,495 |
-3,077 |
$4,698 | CVX | 31,495 | -3,077 | $4,698 | QUALCOMM INC |
32,466 |
-3,157 |
$4,696 | QCOM | 32,466 | -3,157 | $4,696 | MERCK & CO. INC. |
41,899 |
-4,796 |
$4,568 | MRK | 41,899 | -4,796 | $4,568 | AMERICAN EXPRESS CO |
23,603 |
-2,493 |
$4,422 | AXP | 23,603 | -2,493 | $4,422 | PAYCHEX INC |
34,898 |
-3,555 |
$4,157 | PAYX | 34,898 | -3,555 | $4,157 | UNITEDHEALTH GRP INC |
7,886 |
-823 |
$4,152 | UNH | 7,886 | -823 | $4,152 | JOHNSON & JOHNSON |
25,476 |
-2,704 |
$3,993 | JNJ | 25,476 | -2,704 | $3,993 | THE COCA COLA CO |
66,360 |
-6,527 |
$3,911 | KO | 66,360 | -6,527 | $3,911 | JOHNSON CONTROLS INTER F |
65,950 |
-6,374 |
$3,801 | JCI | 65,950 | -6,374 | $3,801 | NIKE INC CLASS B |
34,749 |
-3,151 |
$3,773 | NKE | 34,749 | -3,151 | $3,773 | SYSCO CORP |
51,520 |
-4,728 |
$3,768 | SYY | 51,520 | -4,728 | $3,768 | GENERAL MILLS INC |
56,897 |
-4,906 |
$3,706 | GIS | 56,897 | -4,906 | $3,706 | DOW INC |
66,564 |
-8,129 |
$3,650 | DOW | 66,564 | -8,129 | $3,650 | TEXAS INSTRUMENTS |
20,928 |
-1,665 |
$3,567 | TXN | 20,928 | -1,665 | $3,567 | VERIZON COMMUNICATN |
75,073 |
-12,483 |
$2,830 | VZ | 75,073 | -12,483 | $2,830 | PFIZER INC |
97,032 |
-10,601 |
$2,794 | PFE | 97,032 | -10,601 | $2,794 |
See Full List: All Stocks Held By Sandhill Capital Partners LLC
— Including: Biggest new positions Biggest exits Biggest increased positions Biggest decreased positions
See Details: Top 10 Stocks Held By Sandhill Capital Partners LLC
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