Stock Taper 
SANDLER CAPITAL MANAGEMENT
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Rockwell Automation, Inc. | ROK | 3.91K | $1.94M |
 Woodward, Inc. | WWD | 3.81K | $1.62M |
 Talen Energy Corporation | TLN | 3.77K | $1.45M |
 VeriSign, Inc. | VRSN | 3.73K | $938.82K |
 Danaher Corporation | DHR | 3.72K | $708.01K |
 Applied Materials, Inc. | AMAT | 3.47K | $2.51M |
 MACOM Technology Solutions Holdings, Inc. | MTSI | 3.45K | $1.31M |
 Ralph Lauren Corporation | RL | 3.39K | $1.36M |
 The Home Depot, Inc. | HD | 3.38K | $1.19M |
 Solstice Advanced Materials Inc. | SOLS | 3.34K | $295.66K |
 Corning Inc | GLW | 3.3K | $842.66K |
 Robinhood Markets, Inc. | HOOD | 3.12K | $312.57K |
 AerCap Holdings N.V. | AER | 3.06K | $446.52K |
 Airbnb, Inc. | ABNB | 3K | $429.87K |
 RBC Bearings Incorporated | RBC | 3K | $1.93M |
 Teledyne Technologies Incorporated | TDY | 2.94K | $1.96M |
 Marvell Technology, Inc. | MRVL | 2.8K | $834.09K |
 Hyatt Hotels Corporation | H | 2.8K | $542.75K |
 Dell Technologies Inc. | DELL | 2.7K | $1.17M |
 Reliance Steel & Aluminum Co. | RS | 2.61K | $974.35K |