Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Applied Materials, Inc. | AMAT | 3.47K | $2.51M |
 Danaher Corporation | DHR | 3.72K | $708.01K |
 VeriSign, Inc. | VRSN | 3.73K | $938.82K |
 Talen Energy Corporation | TLN | 3.77K | $1.45M |
 Woodward, Inc. | WWD | 3.81K | $1.62M |
 Rockwell Automation, Inc. | ROK | 3.91K | $1.94M |
 Cadence Design Systems, Inc. | CDNS | 4.01K | $1.5M |
 Analog Devices, Inc. | ADI | 4.07K | $1.62M |
 Flowserve Corporation | FLS | 4.57K | $339.06K |
 nVent Electric plc | NVT | 4.63K | $784.62K |
 L3Harris Technologies, Inc. | LHX | 4.86K | $1.41M |
 Bloom Energy Corporation | BE | 4.87K | $1.47M |
 Applied Industrial Technologies, Inc. | AIT | 5.23K | $1.77M |
 Spotify Technology S.A. | SPOT | 5.28K | $2.42M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.59K | $2.67M |
 Hilton Worldwide Holdings Inc. | HLT | 6.41K | $2.12M |
 IDEX Corporation | IEX | 6.94K | $1.58M |
 Amphenol Corporation | APH | 6.97K | $1.23M |
 Marriott International, Inc. | MAR | 7.54K | $2.79M |
 Toll Brothers, Inc. | TOL | 8.17K | $1.35M |