Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Plexus Corp. | PLXS | 8.83K | $2.66M |
 Slb N.V. | SLB | 8.49K | $394.7K |
 Sphere Entertainment Co. | SPHR | 8.34K | $1.44M |
 Revolution Medicines, Inc. | RVMD | 8.33K | $1.56M |
 Qnity Electronics, Inc. | Q | 8.32K | $1.36M |
 Cameco Corporation | CCJ | 8.22K | $837.09K |
 Toll Brothers, Inc. | TOL | 8.17K | $1.35M |
 Marriott International, Inc. | MAR | 7.54K | $2.79M |
 Amphenol Corporation | APH | 6.97K | $1.23M |
 IDEX Corporation | IEX | 6.94K | $1.58M |
 Hilton Worldwide Holdings Inc. | HLT | 6.41K | $2.12M |
 Taiwan Semiconductor Manufacturing Company Limited | TSM | 5.59K | $2.67M |
 Spotify Technology S.A. | SPOT | 5.28K | $2.42M |
 Applied Industrial Technologies, Inc. | AIT | 5.23K | $1.77M |
 Bloom Energy Corporation | BE | 4.87K | $1.47M |
 L3Harris Technologies, Inc. | LHX | 4.86K | $1.41M |
 nVent Electric plc | NVT | 4.63K | $784.62K |
 Flowserve Corporation | FLS | 4.57K | $339.06K |
 Analog Devices, Inc. | ADI | 4.07K | $1.62M |
 Cadence Design Systems, Inc. | CDNS | 4.01K | $1.5M |