Universe · entity
SANDLER CAPITAL MANAGEMENT
Institutional manager (13F) · CIK 1000742
13F holdings · as of 2026-03-31 · top 50 · reported portfolio $113M
| # | Issuer | Value | Shares |
|---|---|---|---|
| 1 | KEYSIGHT TECHNOLOGIES INC | $9M | 33,077 |
| 2 | TKO GROUP HOLDINGS INC | $7M | 32,419 |
| 3 | MADISON SQUARE GRDN SPRT COR | $5M | 16,325 |
| 4 | EASTGROUP PPTYS INC | $5M | 25,723 |
| 5 | PROLOGIS INC. | $4M | 33,376 |
| 6 | MADISON SQUARE GARDEN ENTMT | $4M | 71,696 |
| 7 | TAIWAN SEMICONDUCTOR MANUFAC | $4M | 10,357 |
| 8 | CLEAN HARBORS INC | $3M | 11,027 |
| 9 | QUEST DIAGNOSTICS INC | $3M | 14,955 |
| 10 | RALPH LAUREN CORP | $3M | 8,168 |
| 11 | CORNING INC | $3M | 19,970 |
| 12 | FORESTAR GROUP INC | $3M | 110,965 |
| 13 | LIVE NATION ENTERTAINMENT IN | $2M | 15,706 |
| 14 | ANALOG DEVICES INC | $2M | 7,338 |
| 15 | DANAHER CORP DEL | $2M | 12,250 |
| 16 | L3HARRIS TECHNOLOGIES INC | $2M | 6,604 |
| 17 | AMETEK INC | $2M | 10,258 |
| 18 | HUBBELL INC | $2M | 4,348 |
| 19 | TELEDYNE TECHNOLOGIES INC | $2M | 3,403 |
| 20 | ELI LILLY & CO | $2M | 2,171 |
| 21 | HONEYWELL INTL INC | $2M | 8,350 |
| 22 | RTX CORPORATION | $2M | 9,724 |
| 23 | WABTEC | $2M | 7,411 |
| 24 | HOME DEPOT INC | $2M | 5,609 |
| 25 | BOEING CO | $2M | 8,500 |
| 26 | TRIMBLE INC | $2M | 25,756 |
| 27 | FEDEX CORP | $2M | 4,700 |
| 28 | LOCKHEED MARTIN CORP | $2M | 2,765 |
| 29 | FLEXTRONICS INTL LTD | $2M | 25,358 |
| 30 | WOODWARD INC | $2M | 4,622 |
| 31 | TERADYNE INC | $2M | 5,523 |
| 32 | AMAZON COM INC | $2M | 7,707 |
| 33 | MACOM TECH SOLUTIONS HLDGS I | $2M | 6,857 |
| 34 | NOKIA CORP | $1M | 180,418 |
| 35 | EQUINIX INC | $1M | 1,460 |
| 36 | LINDE PLC | $1M | 2,850 |
| 37 | CANTOR EQUITY PARTNERS II IN | $1M | 121,000 |
| 38 | RBC BEARINGS INC | $1M | 2,407 |
| 39 | AGILENT TECHNOLOGIES INC | $1M | 10,893 |
| 40 | CLOUDFLARE INC | $1M | 5,954 |
| 41 | HINGE HEALTH INC | $1M | 31,341 |
| 42 | CBOE GLOBAL MKTS INC | $1M | 4,188 |
| 43 | STEEL DYNAMICS INC | $1M | 6,508 |
| 44 | SPHERE ENTERTAINMENT CO | $1M | 9,822 |
| 45 | NVENT ELEC PLC | $1M | 9,553 |
| 46 | EBAY INC. | $1M | 12,143 |
| 47 | IDEXX LABS INC | $1M | 1,965 |
| 48 | STARBUCKS CORP | $1M | 12,300 |
| 49 | SHOPIFY INC | $1M | 9,188 |
| 50 | GE AEROSPACE | $1M | 3,800 |
Source: sec_edgar_13f · public regulatory · retrieved 2026-06-29. Public SEC data; no contact information.