CIK 1000742
SANDLER CAPITAL MANAGEMENT
Institutional 13F holdings & portfolio
Holdings
131
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
2
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 131
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| AAPL | APPLE INC | 8K | $1M+ | SH |
| SXT | SENSIENT TECHNOLOGIES CORP | 22K | $1M+ | SH |
| EL | LAUDER ESTEE COS INC | 19K | $1M+ | SH (Put) |
| HIMS | HIMS & HERS HEALTH INC | 60K | $1M+ | SH (Put) |
| BLK | BLACKROCK INC | 2K | $1M+ | SH |
| SBUX | STARBUCKS CORP | 22K | $1M+ | SH |
| SHOO | MADDEN STEVEN LTD | 45K | $1M+ | SH |
| FLO | FLOWERS FOODS INC | 170K | $1M+ | SH (Put) |
| QDEL | QUIDELORTHO CORP | 64K | $1M+ | SH |
| STLD | STEEL DYNAMICS INC | 11K | $1M+ | SH |
| LION2 | LIONSGATE STUDIOS CORP | 185K | $1M+ | SH (Call) |
| AXON | AXON ENTERPRISE INC | 3K | $1M+ | SH |
| VMI | VALMONT INDS INC | 4K | $1M+ | SH |
| GD | GENERAL DYNAMICS CORP | 5K | $1M+ | SH |
| MSFT | MICROSOFT CORP | 3K | $1M+ | SH |
| CRM | SALESFORCE INC | 6K | $1M+ | SH |
| ROK | ROCKWELL AUTOMATION INC | 4K | $1M+ | SH |
| ATMU | ATMUS FILTRATION TECHNOLOGIE | 29K | $1M+ | SH |
| MSTR | STRATEGY INC | 10K | $1M+ | SH (Put) |
| SNOW | SNOWFLAKE INC | 7K | $1M+ | SH |
| CRWD | CROWDSTRIKE HLDGS INC | 3K | $1M+ | SH |
| FORM | FORMFACTOR INC | 26K | $1M+ | SH |
| JBL | JABIL INC | 6K | $1M+ | SH |
| COHR | COHERENT CORP | 8K | $1M+ | SH |
| MD | PEDIATRIX MEDICAL GROUP INC | 63K | $1M+ | SH (Call) |
| SPXC | SPX TECHNOLOGIES INC | 7K | $1M+ | SH |
| MRCY | MERCURY SYS INC | 18K | $1M+ | SH |
| COST | COSTCO WHSL CORP NEW | 2K | $1M+ | SH |
| ABNB | AIRBNB INC | 9K | $1M+ | SH |
| CHYM | CHIME FINL INC | 50K | $1M+ | SH (Put) |
| CIEN | CIENA CORP | 5K | $1M+ | SH |
| VST | VISTRA CORP | 7K | $1M+ | SH |
| TER | TERADYNE INC | 6K | $1M+ | SH |
| PL | PLANET LABS PBC | 60K | $1M+ | SH |
| ETN | EATON CORP PLC | 4K | $1M+ | SH |
| NVT | NVENT ELECTRIC PLC | 11K | $1M+ | SH |
| VSCO | VICTORIAS SECRET AND CO | 21K | $1M+ | SH |
| CYBR | CYBERARK SOFTWARE LTD | 3K | $1M+ | SH |
| KTOS | KRATOS DEFENSE & SEC SOLUTIO | 15K | $1M+ | SH |
| META | META PLATFORMS INC | 2K | $1M+ | SH |
| LRCX | LAM RESEARCH CORP | 7K | $1M+ | SH |
| RHI | ROBERT HALF INC. | 40K | $1M+ | SH (Put) |
| CTOS | CUSTOM TRUCK ONE SOURCE INC | 187K | $1M+ | SH |
| VLTO | VERALTO CORP | 11K | $1M+ | SH |
| IDXX | IDEXX LABS INC | 2K | $1M+ | SH |
| AER | AERCAP HOLDINGS NV | 7K | $1M+ | SH |
| WCC | WESCO INTL INC | 4K | $1M+ | SH |
| CW | CURTISS WRIGHT CORP | 2K | $1M+ | SH |
| ATRO | ASTRONICS CORP | 19K | $1M+ | SH |
| SHOP | SHOPIFY INC | 6K | $1M+ | SH |