Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Ciena Corporation | CIEN | 962 | $471.92K |
 Watsco, Inc. | WSO | 937 | $390.48K |
 Curtiss-Wright Corporation | CW | 687 | $520.58K |
 Micron Technology, Inc. | MU | 520 | $600.23K |
 Lumentum Holdings Inc. | LITE | 443 | $380.12K |
 ASML Holding N.V. | ASML | 390 | $775.88K |