Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 CAVA Group, Inc. | CAVA | 17.87K | $1.4M |
 Viavi Solutions Inc. | VIAV | 17.82K | $851.1K |
 Cognex Corporation | CGNX | 17.34K | $1.26M |
 Trimble Inc. | TRMB | 15.8K | $808.75K |
 Live Nation Entertainment, Inc. | LYV | 15.07K | $2.76M |
 MP Materials Corp. | MP | 14.19K | $794.89K |
 TKO Group Holdings, Inc. | TKO | 14K | $2.82M |
 BHP Group Limited | BHP | 13.91K | $1.16M |
 Quest Diagnostics Incorporated | DGX | 12.89K | $2.73M |
 AMETEK, Inc. | AME | 12.55K | $3.04M |
 RTX Corporation | RTX | 12.03K | $2.28M |
 Madison Square Garden Sports Corp. | MSGS | 11.3K | $4.54M |
 Halliburton Company | HAL | 11.04K | $374.74K |
 Guardant Health, Inc. | GH | 10.58K | $1.59M |
 Agilent Technologies, Inc. | A | 9.99K | $1.33M |
 Avery Dennison Corporation | AVY | 9.68K | $1.57M |
 Amazon.com, Inc. | AMZN | 9.67K | $2.3M |
 Commercial Metals Company | CMC | 9.61K | $602.78K |
 Karman Holdings Inc. | KRMN | 9.2K | $459.26K |
 Clean Harbors, Inc. | CLH | 8.98K | $2.68M |