SANDLER CAPITAL MANAGEMENT — 13F holdings

SANDLER CAPITAL MANAGEMENT reported 126 holdings worth $201M in its 13F filing for Q2 2026, filed August 14, 2026.

Largest positions

1. KEYS KEYSIGHT TECHNOLOGIES INC — $8.66M (4.3%)
2. ROKU ROKU INC — $6.44M (3.2%)
3. BE BLOOM ENERGY CORP — $5.50M (2.7%)
4. MSGS MADISON SQUARE GRDN SPRT COR — $4.54M (2.3%)
5. CBRS CEREBRAS SYSTEMS INC — $4.42M (2.2%)
6. EGP EASTGROUP PPTYS INC — $4.23M (2.1%)
7. MSM MSC INDL DIRECT INC — $3.82M (1.9%)
8. PLD PROLOGIS INC. — $3.69M (1.8%)
9. ORCL ORACLE CORP — $3.46M (1.7%)
10. HNGE HINGE HEALTH INC — $3.29M (1.6%)