SANDLER CAPITAL MANAGEMENT 13F Holdings

CIK 0001000742 · NEW YORK, NY

As of Sep 30, 2025, SANDLER CAPITAL MANAGEMENT reported 142 positions worth $340.5M in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
CORNING INCGLWTechnology167,621 3.7M4.04%
TKO GROUP HOLDINGS INCTKOCommunication Services61,176 2.4M3.63%
META PLATFORMS INCMETACommunication Services14,120 0.4M3.05%
ROKU INCROKUCommunication Services100,000 0.0M2.94%
GOGO INCGOGOCommunication Services919,200$7.9M2.32%
ALPHABET INCGOOGEquity30,599$7.5M2.19%
KEYSIGHT TECHNOLOGIES INCKEYSTechnology35,962$6.3M1.85%
HOLOGIC INCHOLXHealthcare82,638$5.6M1.64%
LUMENTUM HOLDINGS INCLITETechnology33,994$5.5M1.62%
RTX CORPRTXEquity29,414$4.9M1.45%
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSMTechnology16,332$4.6M1.34%
AMPHENOL CORP-CL AAPHTechnology36,508$4.5M1.33%
APPLE INCAAPLTechnology17,052$4.3M1.28%
TESLA INCTSLAConsumer Cyclical9,700$4.3M1.27%
GENPACT LTDGTechnology98,200$4.1M1.21%
TJX COMPANIES INCTJXConsumer Cyclical27,325$3.9M1.16%
CLEAN HARBORS INCCLHIndustrials16,540$3.8M1.13%
SNOWFLAKE INCSNOWTechnology16,998$3.8M1.13%
BLACKSTONE INCBXFinancial Services21,063$3.6M1.06%
OKTA INCOKTATechnology39,000$3.6M1.05%
CURTISS WRIGHT CORPCWIndustrials6,400$3.5M1.02%
VALMONT INDUSTRIES INCVMIIndustrials8,936$3.5M1.02%
CBOE GLOBAL MARKETS INCCBOEFinancial Services13,796$3.4M0.99%
MADISON SQUARE GARDEN SPORTS CORPMSGSCommunication Services14,888$3.4M0.99%
DYCOM INDUSTRIES INCDYIndustrials11,184$3.3M0.96%