SANDLER CAPITAL MANAGEMENT

Est. AUM

$193.1M

13F long equity, this entity only

Positions

120

Period

Mar 2026 (Q1)

SEC EDGAR

View filings ↗

Mar 2026 (Q1)

#	Issuer	Class	Value	Shares	% Portfolio	Discretion
1	KEYSIGHT TECHNOLOGIES INC	COM	$9.3M	33077	4.84%	SOLE
2	TAIWAN SEMICONDUCTOR MANUFACPUT	SPONSORED ADS	$8.2M	24300	4.25%	SOLE
3	TKO GROUP HOLDINGS INC	CL A	$6.5M	32419	3.38%	SOLE
4	MADISON SQUARE GRDN SPRT COR	CL A	$5.2M	16325	2.72%	SOLE
5	EASTGROUP PPTYS INC	COM	$4.8M	25723	2.47%	SOLE
6	PROLOGIS INC.	COM	$4.4M	33376	2.28%	SOLE
7	MADISON SQUARE GARDEN ENTMT	COM CL A	$4.2M	71696	2.19%	SOLE
8	MORGAN STANLEYPUT	COM NEW	$4.1M	25000	2.13%	SOLE
9	COREWEAVE INCPUT	COM CL A	$3.8M	48900	1.96%	SOLE
10	BLOCK INCPUT	CL A	$3.6M	60000	1.87%	SOLE
11	TAIWAN SEMICONDUCTOR MANUFAC	SPONSORED ADS	$3.5M	10357	1.81%	SOLE
12	CLEAN HARBORS INC	COM	$3.2M	11027	1.64%	SOLE
13	QUEST DIAGNOSTICS INC	COM	$2.9M	14955	1.52%	SOLE
14	MARVELL TECHNOLOGY INCCALL	COM	$2.9M	29100	1.49%	SOLE
15	RALPH LAUREN CORP	CL A	$2.8M	8168	1.45%	SOLE
16	AVERY DENNISON CORPCALL	COM	$2.7M	15800	1.41%	SOLE
17	CORNING INC	COM	$2.7M	19970	1.41%	SOLE
18	FORESTAR GROUP INC	COM	$2.7M	110965	1.40%	SOLE
19	ROKU INCCALL	COM CL A	$2.6M	27100	1.33%	SOLE
20	APPLE INCCALL	COM	$2.5M	9700	1.27%	SOLE
21	ARES MANAGEMENT CORPORATIONPUT	CL A COM STK	$2.5M	22500	1.27%	SOLE
22	LIVE NATION ENTERTAINMENT IN	COM	$2.4M	15706	1.24%	SOLE
23	ANALOG DEVICES INC	COM	$2.3M	7338	1.21%	SOLE
24	DANAHER CORP DEL	COM	$2.3M	12250	1.20%	SOLE
25	L3HARRIS TECHNOLOGIES INC	COM	$2.3M	6604	1.18%	SOLE
26	AMETEK INC	COM	$2.2M	10258	1.14%	SOLE
27	HUBBELL INC	COM	$2.1M	4348	1.10%	SOLE
28	TELEDYNE TECHNOLOGIES INC	COM	$2.1M	3403	1.07%	SOLE
29	ELI LILLY & CO	COM	$2.0M	2171	1.03%	SOLE
30	HONEYWELL INTL INC	COM	$1.9M	8350	0.98%	SOLE
31	RTX CORPORATION	COM	$1.9M	9724	0.97%	SOLE
32	HINGE HEALTH INCCALL	CL A	$1.9M	48400	0.97%	SOLE
33	WABTEC	COM	$1.9M	7411	0.96%	SOLE
34	HOME DEPOT INC	COM	$1.8M	5609	0.96%	SOLE
35	CHIME FINL INCPUT	COM SHS CL A	$1.8M	97100	0.94%	SOLE
36	BOEING CO	COM	$1.7M	8500	0.88%	SOLE
37	TRIMBLE INC	COM	$1.7M	25756	0.87%	SOLE
38	FEDEX CORP	COM	$1.7M	4700	0.87%	SOLE
39	LOCKHEED MARTIN CORP	COM	$1.7M	2765	0.87%	SOLE
40	FLEXTRONICS INTL LTD	ORD	$1.7M	25358	0.86%	SOLE
41	WOODWARD INC	COM	$1.7M	4622	0.86%	SOLE
42	TERADYNE INC	COM	$1.6M	5523	0.85%	SOLE
43	AMAZON COM INC	COM	$1.6M	7707	0.83%	SOLE
44	MACOM TECH SOLUTIONS HLDGS I	COM	$1.5M	6857	0.79%	SOLE
45	NOKIA CORP	SPONSORED ADR	$1.5M	180418	0.75%	SOLE
46	EQUINIX INC	COM	$1.4M	1460	0.74%	SOLE
47	SOFI TECHNOLOGIES INCPUT	COM	$1.4M	90000	0.74%	SOLE
48	LINDE PLC	SHS	$1.4M	2850	0.73%	SOLE
49	UPSTART HLDGS INCPUT	COM	$1.3M	52000	0.69%	SOLE
50	CANTOR EQUITY PARTNERS II IN	CL A ORD SHS	$1.3M	121000	0.68%	SOLE

1–50 of 120

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Values in USD (reported in $thousands on 13F). Source: SEC EDGAR.