Holdings
Sandhill Capital Partners LLC
As of Jun 30, 2026, Sandhill Capital Partners LLC reported 72 positions worth US$985M. Largest: Amphenol Corporation, Ge Aerospace and Texas Instruments Incorporated. What it bought and sold, with each filing.
| Company | Shares | Value as reported | Change | As of |
|---|---|---|---|---|
| Amphenol Corporation | 330K | US$58.2M | −48,432 | Jun 30, 2026 |
| Ge Aerospace | 142K | US$53M | −13,445 | Jun 30, 2026 |
| Texas Instruments Incorporated | 172K | US$51.3M | −13,549 | Jun 30, 2026 |
| Stryker Corporation | 157K | US$49.5M | +46,306 | Jun 30, 2026 |
| Palo Alto Networks, Inc. | 141K | US$48.2M | −123K | Jun 30, 2026 |
| Charles Schwab Corporation (the) | 475K | US$43.8M | −42,419 | Jun 30, 2026 |
| Microsoft Corp. | 114K | US$42.5M | −7,757 | Jun 30, 2026 |
| Servicenow, Inc. | 419K | US$41.6M | −126K | Jun 30, 2026 |
| Federal Signal Corporation | 317K | US$40.8M | new | Jun 30, 2026 |
| Crane Company | 183K | US$40.8M | −28,317 | Jun 30, 2026 |