Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 ASML Holding N.V. | ASML | 390 | $775.88K |
 Lumentum Holdings Inc. | LITE | 443 | $380.12K |
 Micron Technology, Inc. | MU | 520 | $600.23K |
 Curtiss-Wright Corporation | CW | 687 | $520.58K |
 Watsco, Inc. | WSO | 937 | $390.48K |
 Ciena Corporation | CIEN | 962 | $471.92K |
 Eli Lilly and Company | LLY | 1.01K | $1.21M |
 Intuitive Surgical, Inc. | ISRG | 1.08K | $429.89K |
 Coherent, Inc. | COHR | 1.17K | $461.92K |
 Axon Enterprise, Inc. | AXON | 1.24K | $695.16K |
 Apple Inc. | AAPL | 1.31K | $380.51K |
 FedEx Freight Holding Company, Inc. | FDXF | 1.46K | $220.31K |
 Centrus Energy Corp. | LEU | 1.64K | $274.63K |
 Linde plc | LIN | 1.76K | $911.78K |
 Equinix, Inc. | EQIX | 1.77K | $1.85M |
 Eaton Corporation plc | ETN | 1.91K | $811.76K |
 GE Aerospace | GE | 2.03K | $760.17K |
 Hubbell Incorporated | HUBB | 2.16K | $1.13M |
 Vertiv Holdings Co | VRT | 2.27K | $761.05K |
 Nordson Corporation | NDSN | 2.35K | $707.76K |