Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Cameco Corporation | CCJ | 8.22K | $837.09K |
 Qnity Electronics, Inc. | Q | 8.32K | $1.36M |
 Revolution Medicines, Inc. | RVMD | 8.33K | $1.56M |
 Sphere Entertainment Co. | SPHR | 8.34K | $1.44M |
 Slb N.V. | SLB | 8.49K | $394.7K |
 Plexus Corp. | PLXS | 8.83K | $2.66M |
 Clean Harbors, Inc. | CLH | 8.98K | $2.68M |
 Karman Holdings Inc. | KRMN | 9.2K | $459.26K |
 Commercial Metals Company | CMC | 9.61K | $602.78K |
 Amazon.com, Inc. | AMZN | 9.67K | $2.3M |
 Avery Dennison Corporation | AVY | 9.68K | $1.57M |
 Agilent Technologies, Inc. | A | 9.99K | $1.33M |
 Guardant Health, Inc. | GH | 10.58K | $1.59M |
 Halliburton Company | HAL | 11.04K | $374.74K |
 Madison Square Garden Sports Corp. | MSGS | 11.3K | $4.54M |
 RTX Corporation | RTX | 12.03K | $2.28M |
 AMETEK, Inc. | AME | 12.55K | $3.04M |
 Quest Diagnostics Incorporated | DGX | 12.89K | $2.73M |
 BHP Group Limited | BHP | 13.91K | $1.16M |
 TKO Group Holdings, Inc. | TKO | 14K | $2.82M |