Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 MP Materials Corp. | MP | 14.19K | $794.89K |
 Live Nation Entertainment, Inc. | LYV | 15.07K | $2.76M |
 Trimble Inc. | TRMB | 15.8K | $808.75K |
 Cognex Corporation | CGNX | 17.34K | $1.26M |
 Viavi Solutions Inc. | VIAV | 17.82K | $851.1K |
 CAVA Group, Inc. | CAVA | 17.87K | $1.4M |
 Masco Corporation | MAS | 18.13K | $1.47M |
 STMicroelectronics N.V. | STM | 19.54K | $1.46M |
 eBay Inc. | EBAY | 20.71K | $2.31M |
 EastGroup Properties, Inc. | EGP | 20.91K | $4.23M |
 RPM International Inc. | RPM | 22.27K | $2.48M |
 Sensient Technologies Corporation | SXT | 22.59K | $2.78M |
 Keysight Technologies, Inc. | KEYS | 24.75K | $8.66M |
 Starbucks Corporation | SBUX | 27.02K | $2.76M |
 Prologis, Inc. | PLD | 27.25K | $3.69M |
 Archrock, Inc. | AROC | 28.66K | $1.17M |
 Liberty Media Corporation | FWONK | 29.69K | $2.82M |
 MSC Industrial Direct Co., Inc. | MSM | 32.09K | $3.82M |
 CSX Corporation | CSX | 36.26K | $1.72M |
 Madison Square Garden Entertainment Corp. | MSGE | 37.84K | $3.06M |