Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Lam Research Corporation | LRCX | 2.35K | $1.02M |
 Alphabet Inc. | GOOG | 2.38K | $842.34K |
 Dycom Industries, Inc. | DY | 2.47K | $1.25M |
 Nebius Group N.V. | NBIS | 2.53K | $698.16K |
 Teradyne, Inc. | TER | 2.54K | $1.23M |
 American Express Company | AXP | 2.59K | $875.39K |
 Reliance Steel & Aluminum Co. | RS | 2.61K | $974.35K |
 Dell Technologies Inc. | DELL | 2.7K | $1.17M |
 Marvell Technology, Inc. | MRVL | 2.8K | $834.09K |
 Hyatt Hotels Corporation | H | 2.8K | $542.75K |
 Teledyne Technologies Incorporated | TDY | 2.94K | $1.96M |
 RBC Bearings Incorporated | RBC | 3K | $1.93M |
 Airbnb, Inc. | ABNB | 3K | $429.87K |
 AerCap Holdings N.V. | AER | 3.06K | $446.52K |
 Robinhood Markets, Inc. | HOOD | 3.12K | $312.57K |
 Corning Inc | GLW | 3.3K | $842.66K |
 Solstice Advanced Materials Inc. | SOLS | 3.34K | $295.66K |
 The Home Depot, Inc. | HD | 3.38K | $1.19M |
 Ralph Lauren Corporation | RL | 3.39K | $1.36M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 3.45K | $1.31M |